| Name | Title | Contact Details |
|---|---|---|
Vishal Saxena |
Chief Technology Officer | Profile |
David Barker |
Head of Information Security | Profile |
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.
The Davidsohn Group offers numerous software systems that have carried our clients from the merely automated past into a present that possesses freedom of mobility, is dynamically on-line, and executes vital decisions in real-time. We have developed
Independent Bank is one of the leading companies in Financial Services industry. Independent Bank is based in Ionia, MI. You can find more information on Independent Bank at www.ibcp.com
Atomic Credit Union is currently offering great rates with a variety of personal and business services, including checking and savings accounts, auto loans, mortgages and much more. Bank online or at any of our convenient locations in Athens, Beaver, Chillicothe, Jackson, Logan, Lucasville, Minford, Oak Hill, Piketon, Portsmouth, Waverly, Washington Court House, Wellston, or Wheelersburg.
Affinity Federal Credit Union, New Jerseys largest credit union, is a member-owned, not-for-profit, full-service financial institution with branches throughout northern and central New Jersey. Affinity has been offering superior financial services wi...