About EQIS
EQIS is a Financial Services company based in San Rafael (United States) founded in 2007. Diversified investment management services are provided by EQIS. EQIS has raised $24.2 million across 4 funding rounds from investors including Long Ridge. The company has 50 employees. Its chief executive, as recorded, is Joseph Hunter. Its focus areas include Asset Management and Diversified. Its legal entity is EQIS CAPITAL MANAGEMENT, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Total Equity Funding$24.2M (USD)
in 4 rounds
- Latest Funding Round$2.49M (USD), Series B
Jan 2020
- Investors
- Employee Count50
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.
- Total Funding $24.2M
- Total Rounds 4
- Last Round Series B — $2.49M
- First Round $6.21M
(May 2015)
- Investors Count 1
All 4 funding rounds of EQIS with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2020 | $2.49M | Series B | – | – | – |
| Aug 2018 | $500,000 | Series B | – | – | – |
| Feb 2016 | $15M | Series B | – | Long Ridge | – |
| May 2015 | $6.21M | Series A | – | – | – |
1 investors in total: 1 institutional.
Investors in EQIS
EQIS has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Long Ridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| long-ridge.com |
Investor details for EQIS
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People of EQIS
1 people are tracked at EQIS (1 in leadership); the tracked headcount is 50.
| Name | Role | Group |
|---|---|---|
Joseph Hunter | CEO & President | Leadership |
Complete people profiles for EQIS
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Timeline of EQIS
3 dated milestones of EQIS across 13 years, from founding to its latest funding, stage changes and deals.
- Founded EQIS is founded.
- Funding First funding round of $6.2M.
- Funding Latest funding round, Series B, of $2.5M.
Competitors of EQIS
EQIS has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of EQIS
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- Full competitor set
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Web traffic of EQIS
Websites that share an audience with EQIS (eqis.com).
Websites whose visitors overlap most with EQIS. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| trustamerica.com | 100% | View details | |||
wealth.emaplan.com | wealth.emaplan.com | 100% | – | ||
payments.chase.com | payments.chase.com | 100% | – | ||
| fa-mag.com | 80% | 93.5K | #336,818 | View details | |
| vestmark.com | 72% | 4.7K | #4,206,472 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 14 similar websites and full traffic analytics for EQIS
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- 14 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Asset Management
3 companies that operate in the same segment as EQIS (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about 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 CEO of EQIS, as recorded in our data.
EQIS is a funded company, having raised a total of $24.2M across 4 funding rounds to date. The company's 1st funding round was a Series A of $6.21M, raised on May 2015.
EQIS has 50 employees.
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, Northwestern Mutual and Morgan Stanley.
EQIS has 1 investor. Key investors include Long Ridge.
EQIS operates through Eqis Capital Management, Inc..