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Articles tagged "EQIS Capital Management"


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Scott Winters: Because we're the fastest growing TAMP in America, we haven't really stopped to count which assets are coming from Curian, and which aren't

Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian

Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box

March 3, 2016 at 10:24 PM

Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 at 4:51 PM

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