EQIS

EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers. In practice that means accepting cards, bank transfers and wallets online or in person.

The natural audience is any business that takes money. Related areas on their profile: Advice, Cloud Computing, Financial Services, FinTech and Wealth Management. They are a mid-sized team, 51 to 200 people, which usually shapes who they work with.

EQIS is based in San Rafael, California. Their site is public.eqis.com.

Our checklist for this category: rates, payout timing, chargeback handling, and developer tools. Get the renewal terms in writing before the first invoice.

If you have worked with EQIS, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.