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.

Cloud

FinTech

Software

EQIS, a Freedom Advisors Company

EQIS, a Freedom Advisors Company's headquarters in San Rafael, CA, United States

Bob Herrmann

Steven M. Daignault

Jonathan Shiffer

Joseph Casto Jr.

Joe Mooney

Chelsea Kmiecik

Brett Rainey

Bill Servis

Ben Johnson

Andrew Lucich

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People (8)

Joe Mooney

Olga Belousova

Christopher Meyers

Rob G.

Kellen Porter

Bob Harden

Brandon Bastunas

Brittney I. Zapor

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