EQIS

eqis-logo

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.

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EQIS

Social Links:

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

jim-brown_image

Jim Brown Managing Partner @ EQIS
Board_member
2016-02-17

kevin-bhatt_image

Kevin Bhatt Partner @ EQIS
Board_member
2016-02-17

Current Employees Featured

kenneth-kim_image

Kenneth Kim
Kenneth Kim Chief Financial Strategist @ EQIS
Chief Financial Strategist

william-nelson_image

William Nelson
William Nelson Chief Investment Officer and Co-Founder @ EQIS
Chief Investment Officer and Co-Founder

kelsey-crowther_image

Kelsey Crowther
Kelsey Crowther Manager @ EQIS
Manager

gary-nemer_image

Gary Nemer
Gary Nemer Finance, Chief Legal Counsel @ EQIS
Finance, Chief Legal Counsel

joel-t-bennett_image

Joel T. Bennett
Joel T. Bennett Consultant @ EQIS
Consultant

bob-herrmann_image

Bob Herrmann
Bob Herrmann Chief Executive Officer @ EQIS
Chief Executive Officer
2020-01-01

Founder


scott-winters_image

Scott Winters

william-nelson_image

William Nelson

Investors List

long-ridge-equity-partners_image

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

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