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

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

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

Business Consulting Team

Finance Team

Leadership Team

About

Team members

Other teams at EQIS, a Freedom Advisors Company

Business Consulting Team

Finance Team