CTOs on the Move


 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.eqis.com
  • 1000 4th Street Suite 650
    San Rafael, CA USA 94901
  • Phone: 800.949.9936

Executives

Name Title Contact Details

Similar Companies

Climate and Land Use Alliance

Climate and Land Use Alliance is a philanthropic organization that seeks to realize the potential of forests and land use to mitigate climate change, benefit people, and protect the environment.

Neat Capital

Founded in 2015, Neat Capital is streamlining home lending with an online application and real-time loan approval. The result is financing that is as reliable as an all-cash offer.

Kanzatec

Kanzatec is a Wichita, KS-based company in the Financial Services sector.

TandI Credit Union

T&I Credit Union is a Clawson, MI-based company in the Financial Services sector.

Loan Syndications and Trading Association

Our Mission: To promote a fair, orderly and efficient corporate loan market and provide leadership in advancing the interests of all market participants. Since 1995, the Loan Syndications and Trading Association has been dedicated to improving liquidity and transparency in the floating rate corporate loan market. As the principal advocate for this asset class, we aim to foster fair and consistent market practices to advance the interest of the marketplace as a whole and promote the highest degree of confidence for investors in floating rate corporate loans. The LSTA undertakes a variety of activities to foster the development of policies and market practices designed to promote just and equitable marketplace principles and to encourage coordination with firms facilitating transactions in loans and related claims. Building Consensus, Driving Change: The LSTA serves the public interest by providing a forum for market participants to jointly formulate market practices and influence the direction of the industry. By promulgating standard market practices and creating a better flow of information within the loan syndication and trading marketplace, we foster greater market efficiency and liquidity. The LSTA plays a pivotal role in monitoring and bringing consensus to this fast-growing and fast-changing asset class by acting as a forum for the analysis and discussion of issues and developments. The LSTA is a proud member of the SASB Alliance.