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.
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About EQIS Capital Management
Founded
2002Estimated Revenue
$50M-$100MEmployees
51-250Funding / Mkt. Cap
$16MCategory
Industry
Financial ServicesLocation
City
San RafaelState
CaliforniaCountry
United StatesEQIS Capital Management
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