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logo
EQIS logo

EQIS

Recent Finacing

Equity

Recent Raise

$15M

Eqis operates a fee-based asset management platform providing financial advisors access to multiple institutional-style money managers through separately managed accounts with automated administration and portfolio customization.

Founded 2007
California, United States
51-100
Private
eqis.com

Highlights

Focus Areas

Advice
Cloud Computing
Financial Services
FinTech
Software
Wealth Management

Recent Investors

Long Ridge Equity Partners logo

Financials

$15M

Total Raised

1

Funding round

1

Investor