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 SMART Train Station, Highway 101 and the Richmond / San Rafael Bridge, also features a private parking garage.

EQIS offers a comprehensive benefits package including highly subsidized medical benefits, a generous PTO plan, a local gym membership, and a 401(k) matching plan. 

EQIS offers a breakroom stocked with teas, coffees, and a variety of snacks. We also have breakfast and lunch served in the office every day. 

EQIS takes fun seriously! Among other exciting events, we also have an annual Summer Family Picnic, a Holiday party, and a Bowling Night.