Founded in 2007, EQIS was created to provide high-net-worth portfolio solutions to all investors, democratizing wealth management. The company operates as a Turnkey Asset Management Platform (TAMP), offering independent financial advisors a comprehensive platform that integrates technology for portfolio management, a broad range of investment models from institutional money managers, and back-office services for billing and reporting. The mission was to empower financial advisors to better serve their clients and grow their practices. In August 2021, EQIS was acquired by AssetMark Financial Holdings, Inc., a leading provider of wealth management and technology solutions for financial advisors.

Founded in

United States