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
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
Board_member
2016-02-17
Board_member
2016-02-17
Current Employees Featured
Kenneth Kim Chief Financial Strategist @ EQIS
Chief Financial Strategist
William Nelson Chief Investment Officer and Co-Founder @ EQIS
Chief Investment Officer and Co-Founder
Kelsey Crowther Manager @ EQIS
Manager
Gary Nemer Finance, Chief Legal Counsel @ EQIS
Finance, Chief Legal Counsel
Joel T. Bennett Consultant @ EQIS
Consultant
Bob Herrmann Chief Executive Officer @ EQIS
Chief Executive Officer
2020-01-01
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: 141.193.213.11
- IP address: 141.193.213.11
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
Cannot get whois informations of this domain!!!
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