Equity Advisor Solutions - Crunchbase Company Profile & Funding

Overview

Equity Advisor Solutions

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Equity Advisor Solutions

CB Rank

1081881

Equity Advisor Solutions offers a customized client portal, mobile app, billing support and other back-office solutions.

Founded

obfuscation

Private

Denver, Colorado, United States

11-50

www.equityadvisorsolutions.com/

Advice

Financial Services

Online Portals

Key People

Joe Gerdes: Chief Executive Officer
Past Role: Folio Institutional, President, Folio Investments
Joe Gerdes: President and Chief Operating Officer
Past Role: Folio Institutional, President, Folio Investments

Details

Legal Name

Equity Advisor Solutions LLC

Operating Status

Active

Company Type

For Profit

Phone Number

+1-877-819-8918

Contact Email

info@equityadvisorsolutions.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Custody and Clearing Services

Provides custody and clearing services to independent RIAs and broker-dealers, supporting their operational and transactional needs.

Innovayte Technology Platform

A technology platform combining portfolio management, trading, rebalancing, client portals, CRM, billing, and document storage for financial advisors.