EQIS

Financial Services 📍 San Rafael, United States 👥 51-200 employees 💰 $21.2M raised 📅 Founded 2002

Our Mission at Eqis is to reinvent the wealth management industry with one powerful, integrated, cloud based platform designed to maximize flexibility, choice and value to financial advisors and their clients. We seek to create an industry that works for everyone.

🌐 Website in LinkedIn ← All Companies

📊 Company Overview

Sector

Financial Services

Country

United States

Employees

51-200

Total Raised · Private Equity

$21.2M

Founded

2002

Cloud

Unknown

Email

Google Workspace

☁️ Cloud Infrastructure

🔒 Subscribers only Cloud Provider

Workspace	Google Workspace
CDN	🔒 Subscribers only

Detected via DNS records and HTTP response headers as of 2026-06-13.

💰 Estimated Cloud Spend

$675K – $2M / year across cloud providers

🛠 Tech Stack & Marketing

Ad Platforms	🔒 Subscribers only
Analytics & CRM	🔒 Subscribers only
CMS / Platform	🔒 Subscribers only
Frontend Stack	🔒 Subscribers only

Detected from EQIS's public homepage as of 2026-06-13.

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Data detected 2026-06-13 · Methodology · Suggest a correction