Egis Financial

Finance · Puerto Rico, United States · 11-50 Employees

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Overview

Headquarters

B32 Eastside Ct, Guaynabo, Puerto Rico, ...

Phone Number

(314) 518-4725

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Egis Financial

EGIS Financial offers FDIC-insured institutional investment management services aimed at maximizing yields on short-term cash holdings through tailored managed accounts. Their portfolios combine liquidity and fixed income using a proprietary bank network and brokered CDs, ensuring best-in-class liquidity and yield. The company serves a diverse clientele, including corporate treasuries, institutional investors, state and municipalities, non-profits, financial services institutions, and family offices. EGIS Financial leverages advanced technology to facilitate large investments in liquid deposits and brokered CDs, providing higher yields than traditional government-backed securities.Explore more
Popular SearchesEgis FinancialSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Egis Financial

$5.5M
11-50
Private
-
-
N/A
$17.9M
51-200
Private
$9M
2014
Chris Kiley, Chief Revenue Officer at FINTRX
Chris KileyChief Revenue Officer
$5.9M
11-50
Private
<$5M
1998
Alicia Dator, President, CCO at Sawgrass Asset Management
Alicia DatorPresident, CCO
<$5M
1-10
Private
<$5M
2019
KS
Karl SahlinSolutions Head of Portfolio
<$5M
11-50
Private
-
2013
N/A
<$5M
11-50
Private
-
2022
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Egis Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Egis Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Egis Financial.

Egis Financial Tech Stack

A closer look at the technologies used by Egis Financial

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Frequently Asked Questions Regarding Egis Financial

What is Egis Financial's official website?
Egis Financial's official website is egis.us.com
What is Egis Financial's Revenue?
Egis Financial's revenue is $5.5 Million
What is Egis Financial's SIC code?
Egis Financial's SIC: 62,628
What is Egis Financial's NAICS code?
Egis Financial's NAICS: 52,523
How many employees does Egis Financial have?
Egis Financial has 11-50 employees
What industry does Egis Financial belong to?
Egis Financial is in the industry of: Finance, Securities Trading
What is Egis Financial competition?
Egis Financial top competitors include: FINTRX, Osyte, Salt Lake Investment Management, Sawgrass Asset Management
What technology does Egis Financial use?
Some of the popular technologies that Egis Financial uses are: reCAPTCHA, Cloudflare CDN, Font Awesome
How do I contact Egis Financial?
Egis Financial contact info: Phone number: (314) 518-4725 Website: egis.us.com
What does Egis Financial do?

EGIS Financial offers FDIC-insured institutional investment management services aimed at maximizing yields on short-term cash holdings through tailored managed accounts. Their portfolios combine liquidity and fixed income using a proprietary bank network and brokered CDs, ensuring best-in-class liquidity and yield. The company serves a diverse clie... ntele, including corporate treasuries, institutional investors, state and municipalities, non-profits, financial services institutions, and family offices. EGIS Financial leverages advanced technology to facilitate large investments in liquid deposits and brokered CDs, providing higher yields than traditional government-backed securities.Read More

Is Egis Financial a public company?
Egis Financial is private company therefore does not currently have an official ticker symbol
See more information about Egis Financial

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