EQIS Holding, Inc.,

EQIS is an asset management platform that offers automated administration and portfolio management solutions to financial advisors.

Business Model:

Revenue: $5M

Employees: 51-200

Detailed EQIS Holding, Inc., Information

Geographic Data

EQIS Holding, Inc., headquarters map

Address: 1000 4th St

City: San Rafael

State: CA

Zip: 94901

Country: US

Financial Info

Stage:

series unknown

Raised Last:

$500k

Raised Total:

$15M

Metrics

0Website Global Rank

0Website Monthly Traffic

Twitter Followers

Description

EQIS is an asset management platform that offers automated administration and portfolio management solutions to financial advisors.

Contact Phone:
+18009499936

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
7/2015 Venture Round $6.2M
8/2018 Venture Round $500k
2/2016 Private Equity Round 1 $15M Long Ridge Equity Partners
Long Ridge Equity Partners
Announced Date Name Price

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