EQIS provides independent financial advisors with an investment and practice management platform. The platform provides advisors and their clients with access to world-class institutional asset managers, historically available only to high net worth individuals and institutions. EQIS offers sophisticated practice management tools to advisors to help them meet their client’s wealth management needs.

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  • Description –  
    Turnkey Asset Management Platform for Financial Advisors
  • Investment Date –  
    February 2016
  • Location – San Rafael, California
  • Sector(s) –  
    Financial Technology / Wealth / Asset Management
  • Long Ridge Team –