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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.
Prospera Credit Union is a Menasha, WI-based company in the Financial Services sector.
FS-ISAC is the member-driven, not-for-profit organization that advances cybersecurity and resilience in the global financial system, protecting the financial institutions and the people they serve. Founded in 1999, the organization`s real-time information-sharing network amplifies the intelligence, knowledge, and practices of its members for the financial sector`s collective security and defenses. Member financial firms represent $100 trillion in assets in 75 countries.
Raise is a financial services company in India that offers financing, insurance, investing, payments, and wealth management products.
City Credit Union - Independence is a Independence, MO-based company in the Financial Services sector.