Eqis, founded in 2007 and based in San Rafael, CA, operates a fee-based asset management platform (TAMP) that gives financial advisors access to multiple institutional-style money managers via directly owned securities in separately managed accounts. The platform supports automated administration and portfolio customization tools for advisors and has an account minimum of $25,000. Led by CEO Scott Winters, Eqis aims to democratize investment strategies historically available only to high-net-worth individuals and institutions. The company received a new capital infusion and intends to use the funds to invest in people and its platform. No revenue or user metrics were disclosed in the article.

Total raised

$15M

Funding rounds

1

Latest round

Equity

Latest activity

Feb 2016