EQIS Capital Management

  • Financial Services
  • San Rafael CA
  • 51 employees
  • Financial Services
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Company Overview

Headquarters
1000 4th Street Suite 650, San Rafael CA
Website
freedomadvisors.com
Phone
(800) 949-9936
Employees
51
Founded in
2003
Industry
Financial Services
NAICS Code
NAICS Code 8129 Companies
NAICS Code 81299 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 812 Companies
NAICS Code 5239 Companies
NAICS Code 81 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$54B

Total Funding Amount

$16M

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Who is EQIS Capital Management

EQIS Capital Management, Inc. (EQIS), a Freedom Advisors company, is a business based in San Rafael, California. EQIS employs 51 people and generates annual revenue of $53.6 million. EQIS offers a comprehensive portfolio management solution, encompassing outsourcing of operations and high-touch service designed to assist financial advisors in streamlining their practices and achieving superior client outcomes. Their platform provides advisors with the flexibility to tailor their operations, offering white-labeled branding and access to 500 models from 100 different money managers. EQIS differentiates itself by eliminating the need for advisors to maintain dedicated operations staffing, as their operational support team handles these tasks. Interested parties can learn more about EQIS and Freedom Advisors by visiting freedomadvisors.com or contacting them directly at 800-949-9936.

EQIS Capital Management Industry Tags

wealth management
financial advisory technology
financial advisory practice management
Turnkey Asset Management Platform
Asset Management Platform
Investing
B2B
B2C
Financial Services
Financial Advisory Services
fintech
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EQIS Capital Management Tech Stack

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FAQ

What is the location of EQIS Capital Management's headquarters?
The headquarters of EQIS Capital Management are situated at 1000 4th Street Suite 650, San Rafael CA
What is EQIS Capital Management's phone number?
EQIS Capital Management's contact number is (800) 949-9936.
What is EQIS Capital Management's official website?
The official website of EQIS Capital Management can be found at freedomadvisors.com.
What is EQIS Capital Management's current revenue?
As of May 2020, EQIS Capital Management's annual revenue reached $54B.
How many employees does EQIS Capital Management currently have?
EQIS Capital Management employs approximately 51+ people as of May 2020
Which industries is EQIS Capital Management primarily operating in?
EQIS Capital Management operates in the following industries: Finance, Credit
What are EQIS Capital Management's industry tags?
EQIS Capital Management's industry tags include: wealth management, financial advisory technology, financial advisory practice management
What is EQIS Capital Management's total funding to date?
EQIS Capital Management has secured $16M as of May 2020
When was EQIS Capital Management founded?
EQIS Capital Management was founded in 2003.

Employee Directory

Key Employees

Adrina Sealey

Senior Project Manager

Phone Email

Mark Gisvold

Sales Manager

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Joseph Hunter

President and Chief Operating Officer

Phone Email