EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.

Cloud

FinTech

Software

EQIS, a Freedom Advisors Company

EQIS, a Freedom Advisors Company's headquarters in San Rafael, CA, United States

Andrew Lucich

Brett Rainey

Steven M. Daignault

Ben Johnson

Joe Mooney

Jonathan Shiffer

Ellen Montwori

Olga Belousova

Rob G.

The Leadership Team at EQIS, a Freedom Advisors Company, drives the strategic direction and operational excellence of the organization. Comprised of senior executives from key functional areas, this team collaborates to enhance the asset management platform, ensure compliance, foster technology innovation, and optimize client engagement. Their collective expertise helps align EQIS's offerings with market needs, empowering financial advisors and their clients with sophisticated investment solutions.

Leadership Team

The Business Consulting Team at EQIS plays a pivotal role in enhancing the client experience for financial advisors by offering tailored strategic guidance and operational solutions. This team collaborates closely with advisors to identify and implement effective investment strategies, ensuring seamless access to EQIS's sophisticated asset management platform. By leveraging their expertise, they help navigate complex challenges, ultimately driving growth and improving the overall efficiency of advisory practices.

Business Consulting Team

The Finance Team at EQIS plays a crucial role in managing the company's financial health and investment strategies. Comprising a diverse group of professionals, including senior investment analysts and financial analysts, the team conducts in-depth market analysis, prepares financial reports, and develops investment strategies that empower financial advisors to deliver sophisticated solutions to their clients. Their expertise ensures informed decision-making and effective resource allocation, ultimately supporting EQIS's mission to democratize access to high-quality investment opportunities.

EQIS, a Freedom Advisors Company

Org chart

Teams

Leadership Team

Business Consulting Team

Finance Team

Offices

EQIS, a Freedom Advisors Company

Org chart

Teams

Leadership Team

Business Consulting Team

Finance Team

Offices

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