Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
EQIS Capital Management

EQIS Capital Management

EQIS is a turnkey asset management platform that unburdens and empowers financial advisors by providing the strategies, tools, and support they need to expertly manage their clients' investments. EQIS provides advisors high-caliber institutional and boutique money managers, both strategic and tactical, that have formerly been accessible to only the wealthiest investors. EQIS offers a personalized, concierge-style client experience featuring rapid responses, strategic guidance, and market intelligence to empower and unburden financial advisors.

Last updated on

About EQIS Capital Management

Founded

2002

Estimated Revenue

$50M-$100M

Employees

51-250

Funding / Mkt. Cap

$16M

Category

Industry

Financial Services

Location

City

San Rafael

State

California

Country

United States
EQIS Capital Management

EQIS Capital Management

Find your buyer within EQIS Capital Management

Tech Stack (43)

search

Programming Languages And Frameworks

Computer Networks

Business Intelligence And Analytics

Productivity And Operations

E-commerce

Customer Management

Platform And Storage

Analytics and Tracking

Widgets

JavaScript Libraries and Functions

Email Hosting Providers

Web Hosting Providers

Verified CDN