EQIS
San Rafael
About 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.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $21.7M
- Last round: Series Unknown (Aug 2018)
- Website: public.eqis.com
- Phone: +1 800 949 9936
Industries & Categories
Advice, Cloud Computing, Financial Services, FinTech, Software
Social Profiles
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