Total Funding
28
Total FundingVenture - Series Unknown raised
Growth Score
pts
Heat Score
0 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.
Bob Herrmann: Chief Executive OfficerPast Role: Discovery Data, Chairman and Chief Executive Officer
About the Company
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.
