Eqis Capital Management Overview

  • Founded
  • 2002

Founded
  • Status
  • Private

  • Employees
  • 59

Employees
  • Latest Deal Type
  • Debt - PPP

  • Financing Rounds
  • 4

  • Investments
  • 1

Eqis Capital Management General Information

Description

Provider of integrated investment management services intended to serve enterprises with financial decision-making. The company provides wealth management, financial advisory and asset management services through a fee-based asset management platform, serving financial advisors by providing investors access to investment strategies that were historically available only to high net worth individuals and institutions.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 1000 4th Street
  • Suite 650
  • San Rafael, CA 94901
  • United States
+1 (866) 000-0000

Eqis Capital Management Timeline

2019202020212022
Financing RoundCaptured Employee CountEstimated Employee Growth

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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 intended to serve enterprises with financial decision-making. The
Financial Software
San Rafael, CA
59 As of 2022
000.00
000000000 - 000.00

00000

modo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugi
000000000 00000000
Abu Dhabi, United Arab Emirates
00 As of 0000
000.00
00000000000 000.00

00 (00

et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut
000000000 00000000
Chicago, IL
000 As of 0000
00000
0.000 0000-00-00
00000000000 00000
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Eqis Capital Management Competitors (36)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sarwa Venture Capital-Backed Abu Dhabi, United Arab Emirates 00 000.00 00000000000 000.00
00 (000000000 0000 Venture Capital-Backed Chicago, IL 000 00000 00000000000 00000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
0000000000 Formerly VC-backed Bala Cynwyd, PA 00 000 000000000000 000
0000000000000 Private Equity-Backed New York, NY 00 000.00 000000000000 000.00
You’re viewing 5 of 36 competitors. Get the full list »

Eqis Capital Management Executive Team (20)

Name Title Board Seat Contact Info
Robert Herrmann Chief Executive Officer
Joseph Hunter President
Steve Daignault Chief Financial Officer
Brett Rainey Chief Operating Officer
Jonathan Shiffer Ph.D Chief Investment Officer
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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 Board Member 000 0000
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Eqis Capital Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 000000 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 »