EQIS Capital Management
San Rafael, CA
Freedom Advisor Platform offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients. They provide wealth management, financial advisory, and asset management services through a fee-based asset management platform, serving financial advisors.
public.eqis.comCompany Details
Founded
- 2007
Employees
- Between 100 - 500 employees
Raised
- $21,710,000
Headquarters Location
- San Rafael, CA
Public
- No
Acquired
- No
CEO
- Bob Herrmann
Founders
- Scott WintersWilliam NelsonJennifer Winters