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Eqis Capital Management

Eqis Capital Management
2002 FOUNDED
PRIVATE STATUS
81-90 EMPLOYEES
Mezzanine LATEST DEAL TYPE
3 FINANCING ROUNDS
2 INVESTMENTS
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.

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 Valuation and Funding

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

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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
00000000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
000000000 Venture Capital-Backed Toronto, Canada 00 000.00 000000000 000.00
00000000 0000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
00000000 Venture Capital-Backed Singapore, Singapore 00 000.00 00000000000 000.00
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Eqis Capital Management Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 01-Oct-2015 0000 Business/Productivity Software
Apollo Education Group PIPE Educational and Training Services (B2C)
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Eqis Capital Management Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
000000 000000000 0 0000 Completed
  • 6 buyers
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Eqis Capital Management Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Eqis Capital Management Executive Team (17)

Name Title Board
Seat
Contact
Info
Joseph Hunter Chief Executive Officer & President
Michael Trott Chief Financial Officer
Lisa Curran Chief Administrative Officer
Shieva Rajaee Chief Compliance Officer
Jonathan Shiffer Ph.D Chief Investment Officer

10 Former Executives

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Eqis Capital Management Board Members (8)

Name Representing Role Since Contact
Info
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
00000 0000000000 Self Board Member & Chairman of the Executive Committee of the Board 000 0000

3 Former Board Members

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