DOSSIER · UPDATED 18 NOV 2025

EQIS Capital Management

Freedom Advisor Platform offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their clients. They…

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Founded: 2007
Headcount: 40
Open roles: 0
Last raised: Private Equity · $15M

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FUNDING

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