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.

FinTech

Cloud

Software

EQIS, a Freedom Advisors Company

Bob Herrmann

Steven M. Daignault

Olga Belousova

Jonathan Shiffer

Joseph Casto Jr.

Joe Mooney

Ellen Montwori

Courtney Vollbracht

Chelsea Kmiecik

Brett Rainey

Bill Servis

Ben Johnson

Andrew Lucich

Leadership Team

Business Consulting Team

Finance Team

Teams at EQIS, a Freedom Advisors Company

Leadership Team

Business Consulting Team

Finance Team