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
*********
- Legal Name Eqis Capital Management, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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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.
- Total Funding Total Funding
- Total Rounds 4
- Last Round Series B — $2.5M
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First Round
First Round
(04 May 2015)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jan, 2020 | Amount | Series B - EQIS | Valuation |
investors |
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| Aug, 2018 | Amount | Series B - EQIS | Valuation |
investors |
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| Feb, 2016 | Amount | Series B - EQIS | Valuation | Long Ridge |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in EQIS
EQIS has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Long Ridge. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by EQIS
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - EQIS
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Eqis Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Eqis
Frequently Asked Questions about EQIS
When was EQIS founded?
EQIS was founded in 2007 and raised its 1st funding round 8 years after it was founded.
Where is EQIS located?
EQIS is headquartered in San Rafael, United States. It is registered at San Rafael, California, United States.
Who is the current CEO of EQIS?
Joseph Hunter is the current CEO of EQIS.
Is EQIS a funded company?
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 B of $15M, raised on May 04, 2015.
How many employees does EQIS have?
As of Dec 31, 2022, the latest employee count at EQIS is 50.
What does EQIS do?
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.
Who are the top competitors of EQIS?
EQIS's top competitors include Fidelity Investments, Investec and S&P Global.
Who are EQIS's investors?
EQIS has 1 investor. Key investors include Long Ridge.
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