| Name | Title | Contact Details |
|---|---|---|
Gary Jeter |
Executive Vice President, Chief Technology Officer | Profile |
Justin Burnard |
Information Security Officer | 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.
Vinergy Capital Inc. is an actively managed, sector agnostic Canadian investment issuer focused on high-impact and high-growth opportunities. The Company`s management team has an extensive track record of sourcing exclusive deal-flow and value creation via building businesses. As recently announced the Company maintains an active investment mandate in the blockchain and cryptocurrency space.
Investing Made Simple
TraderDNA, LLC is a Chicago, IL-based company in the Financial Services sector.
Sallie Mae Inc is a Reston, VA-based company in the Financial Services sector.