About EQIS
EQIS is a company based in San Rafael (United States) founded in 2007. EQIS has raised $24.2 million across 4 funding rounds from investors including Long Ridge. The company has 50 employees as of December 31, 2022. EQIS operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter San Rafael, United States
- Employees 50 as on 31 Dec, 2022
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Eqis Capital Management, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$24.2 M (USD)
in 4 rounds
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Latest Funding Round
$2.49 M (USD), Series B
Jan 07, 2020
- Investors
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Employee Count
50
as on Dec 31, 2022
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Funding Insights of EQIS
EQIS has successfully raised a total of $24.2M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $2.49 million completed in January 2020. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in EQIS
EQIS has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Long Ridge.
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Investor details for EQIS
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Investments & Acquisitions by EQIS
Investment portfolio details for EQIS
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Financial Statements - EQIS
Detailed financials for EQIS
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Eqis Comparisons
Peer comparison for EQIS
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Competitors of EQIS
EQIS operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of EQIS
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Latest news on Eqis
Complete news archive for EQIS
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Frequently Asked Questions about EQIS
EQIS was founded in 2007 and raised its 1st funding round 8 years after it was founded.
EQIS is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
Joseph Hunter is the current CEO of EQIS.
EQIS is a funded company, having raised a total of $24.2M across 4 funding rounds to date.
As of Dec 31, 2022, the latest employee count at EQIS is 50.
EQIS was established in 2007 as a diversified investment management firm based in San Rafael, United States. Operations focus on managing investments across multiple asset classes and sectors. Services encompass portfolio management, advisory, and strategic allocation for institutional and individual clients. Leadership is provided by Joseph Hunter as CEO and President. Geographic emphasis remains on the U.S. market with tailored financial solutions.
EQIS's top competitors include Fidelity Investments, Investec and S&P Global.
EQIS has 1 investor. Key investors include Long Ridge.