Eqis Capital Management Overview

  • Founded
  • 2002
Founded
  • Status
  • Private
  • Employees
  • 89
Employees
  • Latest Deal Type
  • Debt - PPP
  • Financing Rounds
  • 4
  • Investments
  • 1

Eqis Capital Management General Information

Description

Provider of integrated investment management services. The company provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform (TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions. The company's technology provides access to multiple institutional style money managers via directly owned securities in separately managed accounts, with an account minimum of only $25,000. Its automated administration and portfolio customization allow financial advisors to spend more time with clients, helping to accelerate their practice's growth and profitability.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Financial Software
Primary Office
  • 1000 4th Street
  • Suite 650
  • San Rafael, CA 94901
  • United States
+1 (800) 000-0000

Eqis Capital Management Timeline

2018201920202021
Financing RoundFinancing Round
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Eqis Capital Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Eqis Capital Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of integrated investment management services. The company provides wealth management, financial advisory, and t
Asset Management
San Rafael, CA
89 As of 2016
000.00
000000000 - 000.00

00000000

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000000000 00000000
Toronto, Canada
000 As of 0000
00000
0.000 0000-00-00
0000000000 0 00000

0000 000

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000000000 00000000
Toronto, Canada
00 As of 0000
00.000
00.00 0000-00-00
0000000000 0 00.000
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Eqis Capital Management Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Wealthsimple Venture Capital-Backed Toronto, Canada 000 00000 0000000000 0 00000
0000 000000 Venture Capital-Backed Toronto, Canada 00 00.000 0000000000 0 00.000
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000000000 Corporate Backed or Acquired Vancouver, Canada 00 00.00 00000000000
You’re viewing 5 of 10 competitors. Get the full list »

Eqis Capital Management Executive Team (18)

Name Title Board Seat Contact Info
Robert Herrmann Chief Executive Officer
Joseph Hunter Chief Operating Officer & President
Michael Trott Chief Financial Officer
Lisa Curran Chief Administrative Officer
Shieva Rajaee Chief Compliance Officer
You’re viewing 5 of 18 executive team members. Get the full list »

Eqis Capital Management Board Members (9)

Name Representing Role Since
0000 00000 Eqis Capital Management Board Member 000 0000
0000 00000 00 Eqis Capital Management Board Member 000 0000
00000 00000 Long Ridge Equity Partners Board Member 000 0000
0000 00000 Eqis Capital Management Board Member 000 0000
00000 00000 Long Ridge Equity Partners Chairman & Member of the Executive Committee of the Board 000 0000
You’re viewing 5 of 9 board members. Get the full list »

Eqis Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Eqis Capital Management Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Eqis Capital Management Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000000 0 0000 Educational and Training Services (B2C)
To view Eqis Capital Management’s complete investments history, request access »

Eqis Capital Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000000 0 0000 Completed
  • 6 buyers
To view Eqis Capital Management’s complete exits history, request access »