EQIS: A comprehensive asset management platform offering investment solutions and wealth management services.
Location
San Rafael, CA, US
Founded
2007
Eqis is a comprehensive asset management platform that offers sophisticated investment solutions and wealth management services. The firm focuses on providing financial advisors with tools to streamline and simplify their investment business, catering to a broad range of investment needs.
Eqis stands out by delivering turnkey asset management services, which include personalized investment strategies and robust financial advisory support. The platform is designed to enhance the efficiency of financial advisors, enabling them to offer high-quality, tailored investment solutions to their clients.
Eqis - Classification
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 3 more industry codes
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities