Eqis - Reinventing Wealth Management
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- Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome. For more information, please visit www.public.EQIS.com or call us at (800) 949 - 9936.
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Headquarters:1000 4th Street Suite 650, San Rafael, California, United States
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Phone Number: +1 800-949-9936
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Website: https://www.eqis.com
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Employees:62
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Revenue:$10 - 50M
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Legal Name:Eqis - Reinventing Wealth Management
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Eqis - Reinventing Wealth Management's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Eqis - Reinventing Wealth Management
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Where are Eqis - Reinventing Wealth Management's Headquarters?
Eqis - Reinventing Wealth Management's Headquarters are in 1000 4th Street Suite 650,San Rafael,California,United States
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What is Eqis - Reinventing Wealth Management's phone number?
Eqis - Reinventing Wealth Management's phone number is +1 800-949-9936
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What is Eqis - Reinventing Wealth Management's official website?
Eqis - Reinventing Wealth Management's official website is https://www.eqis.com
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What is Eqis - Reinventing Wealth Management's Revenue?
Eqis - Reinventing Wealth Management's revenue is $10 - 50M
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What is Eqis - Reinventing Wealth Management's NAICS code?
Eqis - Reinventing Wealth Management's NAICS code is 523930
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How many employees are working in Eqis - Reinventing Wealth Management
Eqis - Reinventing Wealth Management has 62 employees
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What is Eqis - Reinventing Wealth Management's Industry?
Eqis - Reinventing Wealth Management is in the industry of Financial Services
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Who is Eqis - Reinventing Wealth Management's Chief Compliance Officer?
Eqis - Reinventing Wealth Management's Chief Compliance Officer is Shieva Rajaee