Founded in 2007, EQIS Capital Management, Inc. operates as a TAMP designed to empower Registered Investment Advisers (RIAs) and financial planners. The company's platform offers access to diversified investment portfolios from institutional-level money managers, often with lower investment minimums. EQIS combines technology for proposal generation, reporting, and account management with comprehensive back-office support, aiming to streamline operations and enhance the service that advisors can provide to their clients. Their mission is to "reinvent wealth management" by making sophisticated investment strategies more accessible.

Founded in

United States