If you're seeing this message, that means
JavaScript has been disabled on your browser
, please
enable JS
to make this app work.
No tags found
Companies
No companies found
Advanced Search
Newsfeed
Alerts
Saved Lists
Sign Up for Free
Login
Update this Profile
Get Updates
256
Followers on Owler
EQIS is an asset management platform that offers automated administration and portfolio management solutions to financial advisors...
Read more
Overview
Competitors
Funding
News & Insights
EQIS is an asset management platform that offers automated administration and portfolio management solutions to financial advisors...
Read more
CEO
Robert P. Herrmann
CEO Approval Rating
90/100
Weigh In
2007
San Rafael
California
San Francisco Bay Area
Private
Banking, Financial Services and Insurance
Asset & Investment Management
6199
NAICS listing
http://www.public.eqis.com
Est. Annual Revenue
$5.0-25M
Agree?
Yes
No
Est. Employees
25-100
Agree?
Yes
No
Funding
$15M
News
Latest News
Sep 06, 2020
Zolmax News
EQIS: Eqis Capital Management Inc. Sells 2,427 Shares of Microsoft Co. (NASDAQ:MSFT)
Jun 03, 2020
Zolmax News
EQIS: Eqis Capital Management Inc. Invests $524,000 in Schwab U.S. TIPs ETF (NYSEARCA:SCHP)
May 27, 2020
Wealth Adviser
EQIS: EQIS appoints Chief Executive Officer
May 26, 2020
PR Newswire
Press Release: EQIS : EQIS Continues to Add Senior Leadership
Jan 27, 2020
Zolmax News
EQIS: Eqis Capital Management Inc. Has $927,000 Stock Holdings in Axon Enterprise Inc (NASDAQ:AAXN)
Dec 02, 2019
PRWeb
Press Release: EQIS : EQIS Capital Management Announces Changes to Senior Management Team
Nov 17, 2019
Zolmax News
EQIS: Eqis Capital Management Inc. Lowers Stake in Companhia de Saneamento Bsc DEDSP (NYSE:SBS)
Nov 14, 2019
Zolmax News
EQIS: Eqis Capital Management Inc. Reduces Holdings in Sprott Physical Silver Trust (NYSEARCA:PSLV)
Dec 17, 2018
PR Newswire
Press Release: EQIS : EQIS to Offer Advisors LifeYield's Social Security Advantage Tool
Aug 12, 2018
X News Press
EQIS: Eqis Capital Management Inc. Takes Position in Equinor ASA (EQNR)
Follow and Get Alerts
EQIS Holding, Inc., Competitors
1
Follow
2
Follow
3
Follow
4
Follow
5
Follow
6
Follow
7
Follow
8
Follow
9
Follow
10
Follow
Unlock 13 + competitors
Trending Companies