EQIS Capital Management, Inc.

Financial Services

  • Headquarters: 1000 4th Street, Suite 650, San Rafael, California, United States, 94901

Phone: (800) 949-9936

Website: www.eqis.com

Founded: 2002

Employees: 51-200

Stock Exchange: NA

About EQIS Capital Management, Inc.

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 managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome. For more information, please visit www.public.EQIS.com or call us at (800) 949 - 9936. Show more

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Frequently Asked Questions Regarding EQIS Capital Management, Inc.

Where are EQIS Capital Management, Inc.’s headquarters?

EQIS Capital Management, Inc.’s headquarters are in 1000 4th Street, Suite 650, San Rafael, California, United States, 94901

What is EQIS Capital Management, Inc.’s industry?

EQIS Capital Management, Inc. is in the industry of: Financial Services

What is EQIS Capital Management, Inc.’s phone number?

EQIS Capital Management, Inc.’s phone number is (800) 949-9936


What is EQIS Capital Management, Inc.’s official website?

EQIS Capital Management, Inc.’s official website is www.eqis.com

How many employees are working in EQIS Capital Management, Inc.?

EQIS Capital Management, Inc. has 51-200 employees

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