#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Bill Servis Email
SVP Key Accounts . EQIS Capital Management
San Rafael, CA
LocationPrimary Email
How to contact Bill Servis
Join and see Bill's contact info for free!Phone
Current Roles
Employees:
54Revenue:
$6.1MAbout
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.EQIS Capital Management Address
1000 4th StreetSan Rafael, CA
United States