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EQIS
ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring). San Rafael, California, United States Founded 2007 51-100 employees For Profit
EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
0
Monthly Visits
Available in Pro Contacts
19
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
- Valuation range
- $50M to $100M
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 24
- Mobile apps
- 1
- IT spend
- $9M
Company Info
- Founded
- 2007
- Employees
- 51-100
- Operating status
- Closed
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- News articles
- 2
- HQ
- San Rafael, California, United States
- Region
- San Francisco Bay Area, West Coast, Western US
Signals & Scores
- Heat score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- -0.6
- Trend (90d)
- -0.1
- Last leadership hire
- May 26, 2020
Key People at EQIS
Chief Executive Officer
19
professional contacts at EQIS
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