EQIS Capital Management Revenue and Competitors
Estimated Revenue & Valuation
- EQIS Capital Management's estimated annual revenue is currently $6.1M per year.
- EQIS Capital Management's estimated revenue per employee is $113,100
- EQIS Capital Management's total funding is $21.7M.
Employee Data
- EQIS Capital Management has 54 Employees.
- EQIS Capital Management grew their employee count by -14% last year.
EQIS Capital Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Marketing Strategist | Reveal Email/Phone |
2 | CFO | Reveal Email/Phone |
3 | VP, Senior Regional Business Consultant | Reveal Email/Phone |
4 | SVP Advisor Relations | Reveal Email/Phone |
5 | SVP Key Accounts | Reveal Email/Phone |
6 | SVP, Strategic Accounts | Reveal Email/Phone |
7 | Director Communications | Reveal Email/Phone |
8 | Chief Investment Officer | Reveal Email/Phone |
9 | Chief Financial Officer | Reveal Email/Phone |
10 | Chief Operations Officer | Reveal Email/Phone |
EQIS Capital Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1770.7M | 9525 | 16% | $2.3B | N/A |
#2 | $21.6M | 151 | -3% | N/A | N/A |
#3 | $5.2M | 50 | 14% | N/A | N/A |
#4 | $5920M | 6292 | 0% | $552.3M | N/A |
#5 | $1M | 13 | -41% | N/A | N/A |
#6 | $6.4M | 55 | 8% | N/A | N/A |
#7 | $1.6M | 25 | -44% | $44M | N/A |
#8 | $1.4M | 21 | 0% | $4.7M | N/A |
#9 | $2.5M | 28 | -10% | N/A | N/A |
#10 | $3.5M | 34 | -6% | N/A | N/A |
What Is EQIS Capital Management?
EQIS Capital Management, Inc. is a fast growing fee-based turnkey asset management platform (TAMP) serving financial advisors by providing mass affluent investors access to many of the investment strategies historically available only to high net worth individuals and institutions. EQIS technology delivers access to multiple carefully selected institutional style money managers and directly owned securities in separately managed accounts with an account minimum of only $25,000 (or even $1.00 in the case of our 401(k) program). The EQIS automated administration and portfolio customization allows financial advisors to spend more time with clients, helping to accelerate their practice's growth and profitability.
keywords:N/A
$21.7M
Total Funding
54
Number of Employees
$6.1M
Revenue (est)
-14%
Employee Growth %
N/A
Valuation
N/A
Accelerator
EQIS Capital Management News
Eqis, a San Rafael, CA-based asset management platform (TAMP), received a $15m investment. The transaction was led by Long Ridge Equity Partners. In conjunction with the investment, Jim Brown and Kevin Bhatt of Long Ridge Equity Partners will join the EQIS Board of Directors. The company inten ...
Other Companies in San Rafael
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $7.3M | 54 | -4% | N/A |
#2 | $8.5M | 54 | 10% | N/A |
#3 | $13.1M | 54 | -14% | N/A |
#4 | $14.1M | 54 | 10% | N/A |
#5 | $15.7M | 54 | 6% | N/A |