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    EQIS is a company that offers investment products to financial advisors and RIAs via its asset management program. It helps relationship-focused advisors provide middle-market clients with access to investment strategies historically available only to high net worth individuals and institutions, including separately managed accounts with institutional money managers, diversification and tax efficiencies.
    HQSan Rafael, US

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    Latest Updates

    Employees (est.) (May 2020)66(-4%)

    Key People/Management at EQIS

    Joseph F. Hunter

    Joseph F. Hunter

    President and Chief Executive Officer
    Kevin Bhatt

    Kevin Bhatt

    Lee Chertavian

    Lee Chertavian

    Michael Trott

    Michael Trott

    Chief Financial Officer
    Lisa M. Curran

    Lisa M. Curran

    Chief Administrative Officer
    Jeff Cohen

    Jeff Cohen

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    EQIS Office Locations

    EQIS has an office in San Rafael
    San Rafael, US (HQ)
    1000 4th St #650
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    EQIS Financials and Metrics

    Summary Metrics

    Founding Date


    EQIS Online and Social Media Presence

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    EQIS News and Updates

    EQIS Continues to Add Senior Leadership

    EQIS announces addition of industry veteran Bob Herrmann as Chief Executive Officer

    EQIS Frequently Asked Questions

    • When was EQIS founded?

      EQIS was founded in 2007.

    • Who are EQIS key executives?

      EQIS's key executives are Joseph F. Hunter, Kevin Bhatt and Lee Chertavian.

    • How many employees does EQIS have?

      EQIS has 66 employees.

    • Who are EQIS competitors?

      Competitors of EQIS include Navient, Asta Funding and Lazard.

    • Where is EQIS headquarters?

      EQIS headquarters is located at 1000 4th St #650, San Rafael.

    • Where are EQIS offices?

      EQIS has an office in San Rafael.

    • How many offices does EQIS have?

      EQIS has 1 office.