When was EQIS founded?

EQIS was founded in 2007 and raised its 1st funding round 8 years after it was founded.

Where is EQIS located?

EQIS is headquartered in San Rafael, United States. It is registered at San Rafael, California.

How many employees does EQIS have?

As of May 31, 2026, the latest employee count at EQIS is 28.

Is EQIS a funded company?

EQIS is a funded company, having raised a total of $24.2M across 4 funding rounds to date. The company's 1st funding round was a $***** Series A round, raised on May 04, 2015.

When was the latest funding round of EQIS?

EQIS's latest funding was a $***** Series B round on Jan 07, 2020, with participation from 0 investor. Its primary sector is Asset Management. In United States, the Asset Management sector has seen $1.22B in funding in 2026 to date.

Where does EQIS rank among its competitors?

EQIS ranks 1848th amongst 10874 active competitors, of which 289 are funded. It stands 3rd in terms of total funding among its competitors. The most recent competitor to raise funding was Goldman Sachs, which secured $1M in Aug, 2026.

Who are the top competitors of EQIS?

EQIS's top competitors include Fidelity Investments, FIS and S&P Global. Among them, Goldman Sachs secured the most recent funding round in August, 2026.

EQIS - 2026 Company Profile, Team, Funding & Competitors

EQIS is a series B company based in San Rafael (United States), founded in 2007 by Scott Winters and Jennifer Winters. It operates as a Diversified investment management firm. EQIS has raised $24.2M in funding from Long Ridge. The company has 10874 active competitors, including 289 funded and 1013 that have exited. Its top competitors include companies like Fidelity Investments, FIS and S&P Global.

Company Details

Website: eqis.com
Phone Number: +1 **********
Registered Address: San Rafael, California

Key Metrics

Founded Year

2007

Location

San Rafael, United States

Stage

Series B

Total Funding

$24.2M in 4 rounds

Latest Funding Round

Series B, Jan 07, 2020, $*****

Investors

Long Ridge

Ranked

1848^th among 10874 active competitors

Employee Count

28 as on May 31, 2026

Investment & Acquisitions

Pitney Bowes

Similar Companies

Fidelity Investments & 33680 more

View EQIS's full profile

EQIS is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
EQIS CAPITAL MANAGEMENT, INC. CIN: 680540584 , United States, Active	Dec 26, 999	-	34 (As on Dec 31, 2024)	-

EQIS has raised a total funding of $24.2M over 4 rounds. Its first funding round was on May 04, 2015. EQIS has 1 institutional investor.

Here is the list of recent funding rounds of EQIS:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 07, 2020	1616836	Series B	6362702	6645016	7092819	6987039
Aug 15, 2018	8343664	Series B	5295316	1366676	4361240	4405642
Feb 16, 2016	5283779	Series B	6911431	6492753	Long Ridge	6471596

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View details of EQIS's funding rounds and investors

The founders of EQIS are Scott Winters and Jennifer Winters. Joseph Hunter is the CEO of EQIS.

Here are the details of EQIS's key team members:

Scott Winters: Former Co-Founder of EQIS.
Jennifer Winters: Former Co-Founder of EQIS.

View details of EQIS's Founder profiles and Board Members

EQIS's employee count trend

EQIS has 28 employees as of May 26. Here is EQIS's employee count trend over the years:

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Top competitors of EQIS include Fidelity Investments, FIS and S&P Global. Here is the list of Top 10 competitors of EQIS, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Fidelity Investments 1946, Boston (United States), Series F	Provider of brokerage accounts, retirement planning, wealth management, and trading platforms	$4.71B	World Capital Holdings Group, Burman Family ... & 5 others	81/100
2nd	FIS 1968, Jacksonville (United States), Acquired	Provider of software suite for banks and financial institutions	-	HP, Actua & 10 others	80/100
3rd	S&P Global 1917, New York City (United States), Public	Provider of essential intelligence and market analysis for global finance	-	Constellation Ventures, Temasek & 5 others	79/100
4th	Investec 1974, London (United Kingdom), Acquired	Specialist bank and wealth manager serving private and institutional clients	-	RBS International, Swedfund & 1 others	79/100
5th	Goldman Sachs 1869, New York City (United States), Public	Provider of investment banking asset management and financial advisory services	-	Berkshire Hathaway, Bondeinvest.com & 4 others	78/100
6th	Morgan Stanley 1935, New York City (United States), Public	Provider of wealth management, investment banking, sales, trading, and research services	-	Sagard, IFC Asset Management Company & 3 others	75/100
7th	Blackstone 1985, New York City (United States), Public	Diversified investment management firm	-	First Generation Capital, Stroud Companies ... & 2 others	72/100
8th	Vanguard 1976, Malvern (United States), Series B	Diversified investment management firm	$31.7M	Raymond James, World Capital Holdings Group ... & 5 others	71/100
9th	TPG 1992, Fort Worth (United States), Public	Operator of investment platforms across multiple asset classes and strategies	-	-	71/100
10th	Affiliated Managers Group 1993, West Palm Beach (United States), Public	Provider of asset management services	-	TA Associates, Mount Lucas Management	71/100
1848th	EQIS 2007, San Rafael (United States), Series B	Diversified investment management firm	$24.2M	Long Ridge	34/100