EQIS is an investing platform that gives investors with $25,000 or more access to many of the investing advantages that ultra high net worth investors have enjoyed for decades, including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. Sophisticated, cloud-based, easy-to-use and fee-based, EQIS is backed by dedicated advisor support making the entire proposal, account-opening, and client reporting processes fast and efficient. By providing tools that inform the investor, as well as creating a platform that is accessible by both the advisor as well as their clients, EQIS puts advisors and clients on the same side of the table.

EQIS is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We welcome and encourage diversity in the workplace.



EQIS is located in downtown San Rafael, CA, in the Courthouse Square building at the corner of 4th Street and A Street. There are many restaurants, galleries, and shops in the immediate neighborhood, and our building, which is a few blocks from the 101 freeway and the Richmond / San Rafael Bridge, also features a private parking garage. Our employees range in age from mid-teens to, well, older.

EQIS offers vacation benefits, subsidized health insurance benefits, a local gym membership option, and a 401(k) matching plan. 

EQIS offers a breakroom stocked with lots of snacks, and breakfast and lunch are served in the office every day. We also have ice cream Fridays.

EQIS takes fun seriously! We have an annual company picnic, an annual camping trip, a Christmas holiday party, an annual softball game, monthly “Beer and Learn” meetings, and a monthly book club, all of which are meant to foster camaraderie and our shared family culture.