CTOs on the Move


 
Mission at Eqis is to reinvent the wealth management industry with one powerful, integrated, cloud based platform designed to maximize flexibility, choice and value to financial advisors and their clients. We seek to create an industry that works for everyone.
  • Number of Employees: 100-250
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Funding

EQIS raised $15M on 02/17/2016

Similar Companies

F and M Bank Corp.

F and M Bank Corp. is one of the leading providers in Financial Services. It is based in Myrtle Beach, SC. To find more information about F and M Bank Corp., please visit www.farmersandmerchants.biz

KPMG United States

KPMG LLP is the U.S. firm of the KPMG global organization of independent professional services firms providing audit, tax and advisory services. The KPMG global organization operates in 145 countries and territories and has close to 236,000 people working in member firms around the world. Each KPMG firm is a legally distinct and separate entity and describes itself as such. KPMG International Limited is a private English company limited by guarantee. KPMG International Limited and its related entities do not provide services to clients. KPMG is widely recognized for being a great place to work and build a career. Our people share a sense of purpose in the work we do, and a strong commitment to community service, inclusion and diversity, and eradicating childhood illiteracy.

Blum Capital Partners, L.P.

Blum Capital Partners, L.P. is one of the leading providers in Financial Services. It is based in Oklahoma City, OK. To find more information about Blum Capital Partners, L.P., please visit www.blumcapital.com

Tompkins Financial

Tompkins Financial Corporation is a NY state based financial services holding company with $5 billion in assets, providing community banking, insurance, and wealth management services. Committed to creating long-term value for clients, communities, and shareholders, Tompkins` strategy emphasizes responsible growth and strong ROE. Independent analysts have recognized Tompkins as among the nation`s best-performing financial companies. For over 175 years, Tompkins has been a partner to our customers in one of the most important ways imaginable: In helping them achieve their financial goals. In banking, we provide clients with high-quality financial products and exceptional service. We help our communities by reinvesting deposits as loans to local families and businesses, and by supporting local organizations. We are the parent company to four community banks: Tompkins Trust Company, Tompkins Bank of Castile, Tompkins Mahopac Bank and Tompkins VIST Bank. Altogether, we operate 67 banking offices serving New York and Pennsylvania. In insurance, we help individuals and businesses get the coverage they need with cost savings and exceptional local service through Tompkins Insurance Agencies. And in wealth management, we collaborate with clients as a trusted advisor, providing a wealth of resources to help them build, protect, and preserve wealth through Tompkins Financial Advisors. Each Tompkins Financial affiliate operates under the direction of its own local decision makers. This allows us to concentrate on the unique needs of the communities and customers we serve. Tompkins is pleased to have been recognized as among the nation`s strongest and best-performing financial companies by independent analysts including The Staton Institute, Sandler O`Neill & Partners, and KBW (Keefe, Bruyette, & Woods).

Assiniboine Credit Union Limited

Assiniboine Credit Union Limited is one of the leading companies in Financial Services industry. Assiniboine Credit Union Limited is based in Winnipeg, MB. You can find more information on Assiniboine Credit Union Limited at www.assiniboine.mb.ca