EQIS
EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform (TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.
EQIS
Industry:
Advice Cloud Computing Financial Services FinTech Software Wealth Management
Founded:
2007-01-01
Address:
San Rafael, California, United States
Country:
United States
Website Url:
http://www.public.eqis.com
Total Employee:
51+
Status:
Active
Contact:
+1 800 949 9936
Email Addresses:
[email protected]
Total Funding:
21.71 M USD
Technology used in webpage:
LetsEncrypt Google Tag Manager Content Delivery Network Domain Not Resolving IPv6 JsDelivr Facebook Sharer ASP.NET IIS ReCAPTCHA V2
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Current Advisors List
Current Employees Featured
Founder
Investors List
Long Ridge Equity Partners
Long Ridge Equity Partners investment in Private Equity Round - EQIS
Key Employee Changes
| Date | New article |
|---|---|
| 2020-05-26 | EQIS Continues to Add Senior Leadership |
Official Site Inspections
http://www.public.eqis.com
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
