Equity Advisor Solutions
Finance · Colorado, United States · 11-50 Employees
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Overview
Headquarters
1700 Broadway Ste 2120, Denver, Colorado...Phone Number
(720) 583-8836Revenue
$6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Equity Advisor Solutions
At Equity Advisor Solutions (EAS), the company believes in standing up for independent advisors who feel left behind. Independent owned and operated, the company serves advisors exclusively, with no retail or proprietary businesses competing with theirs. The company's clients' success truly is the company's success - the company only can grow when they grow - which is why the company has dedicated time and resources to ensuring their professional lives are as efficient as possible. The company strives to make it easy for advisors to serve their clients as they see fit, providing an all-in-one custody solution that encompasses traditional, ETF, and alternative assets on the same convenient platform. The company's approach combines best-in-class technology, centralized custody, and deep expertise with the personal attention and dedicated relationship management of a boutique brand to save advisors time, money and grow their business. Custody and Administration Services are provided by EqRead more
Equity Advisor Solutions Org Chart
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Activity Insights
Equity Advisor Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
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Equity Advisor Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equity Advisor Solutions.
Equity Advisor Solutions Tech Stack
A closer look at the technologies used by Equity Advisor Solutions
Most Recent Scoops
Open Position
Open Position
New Hire
Executive Move
Equity Advisor Solutions has announced that Joseph Gerdes, President & Chief Operating Officer of ETC Brokerage Services, has assumed the additional role of President & Chief Executive Officer for the organization.
New Hire
Executive Move
Equity Advisor Solutions News & Media
Equity Advisor Solutions Hires New East Coast VP
Equity Advisor Solutions, which provides custody, technology and back office solutions for RIAs, broker/dealers and financial institutions, continues to expand, most recently adding Kari Marquez to its sales team. (PRWeb August 14, 2020) Read the full story at https://www.prweb.com/releases/equity_advisor_solutions_hires_new_east_coast_vp/prweb17322195.htm
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Frequently Asked Questions Regarding Equity Advisor Solutions
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At Equity Advisor Solutions (EAS), the company believes in standing up for independent advisors who feel left behind. Independent owned and operated, the company serves advisors exclusively, with no retail or proprietary businesses competing with theirs. The company's clients' success truly is the company's success - the company only can grow when... Read More
