CLOs on the Move

Eqis

www.eqis.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.eqis.com
  • 1000 4th Street Suite 650
    San Rafael, CA USA 94901
  • Phone: 800.949.9936

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