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Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Crane Consulting is a San Diego, CA-based company in the Financial Services sector.
X1 Card is the smartest credit card ever made. Built with 17g of stainless steel and laser etching technology,
Founded in 1997, GFT is a world-leading provider of real-time currency dealing, pricing and comprehensive services for retail and institutional foreign exchange traders. GFT has served a global customer base in more than 130 countries through its
Fundry is the parent company of Yellowstone Capital and Green Capital. Both companies provide working capital to small businesses throughout the U.S. using technology to make faster decisions but retaining the human element to ensure thorough underwriting. Since 2009, Yellowstone Capital has originated more than $1 billion in total financing to small businesses.