Tech Company Financing Transactions

Eqis Funding Round

Eqis secured a $15 million funding round on 2/18/2016. Investors included Long Ridge Equity Partners and private investors.

Transaction Overview

Company Name
Announced On
2/18/2016
Transaction Type
Venture Equity
Amount
$15,000,000
Round
Undisclosed
Investors

Long Ridge Equity Partners (Lead Investor) (James Brown)

Proceeds Purpose
The company intends to use the funds to invest in people and platform.

Company Information

Company Status
Private & Independent
Industry
Software
Mailing Address
1000 4th St. 650
San Rafael, CA 94901
USA
Email Address
Not Recorded
Overview
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.
Profile
Eqis LinkedIn Company Profile
Social Media
Eqis Company Twitter Account
Company News
Eqis News
Facebook
Eqis on Facebook
YouTube
Eqis on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Joseph Hunter
  Joseph Hunter LinkedIn Profile  Joseph Hunter Twitter Account  Joseph Hunter News  Joseph Hunter on Facebook
Chief Financial Officer
Kenneth Kim
  Kenneth Kim LinkedIn Profile  Kenneth Kim Twitter Account  Kenneth Kim News  Kenneth Kim on Facebook
Vice President
Marc Rijssen
  Marc Rijssen LinkedIn Profile  Marc Rijssen Twitter Account  Marc Rijssen News  Marc Rijssen on Facebook
VP - Administration
Lisa Curran
  Lisa Curran LinkedIn Profile  Lisa Curran Twitter Account  Lisa Curran News  Lisa Curran on Facebook
VP - Operations
Vanessa Knightly
  Vanessa Knightly LinkedIn Profile  Vanessa Knightly Twitter Account  Vanessa Knightly News  Vanessa Knightly on Facebook
VP - R & D
Jonathan Shiffer
  Jonathan Shiffer LinkedIn Profile  Jonathan Shiffer Twitter Account  Jonathan Shiffer News  Jonathan Shiffer on Facebook


 

 

Browse more venture capital transactions:

Prev: 2/18/2016: Student Loan Genius venture capital transaction
Next: 2/18/2016: ScarX Therapeutics venture capital transaction

 

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We do our best to report on every notable VC transaction. All VC database entries on this site are derived from news reports and company announcements. The information is sourced from VentureDeal.com, an affiliated venture.

 


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