EQIS - Reinventing Wealth Management Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients.

🔹 Do business the way you've always wanted
🔹 Have everything white-labeled with your brand
🔹 Select from 600 models from 100 money managers including our proprietary EQIS and 3D models
🔹 Eliminate the need for operations staffing with our operational support team

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Find EQIS - Reinventing Wealth Management employees' phone numbers or email addresses

EQIS - Reinventing Wealth Management Global Highlights

North America
46

United States Of America
46

EQIS - Reinventing Wealth Management's Leadership

J. D.
Chief Executive Officer
Mobile Phone
Email
S. M. D.
Cfo
Mobile Phone
Email
V. S.
Vice President Operations
Mobile Phone
Email
J. O.
President
Mobile Phone
Email
S. S.
Senior Regional Vice President - Business Consultant
Mobile Phone
Email
J. N.
Director, Human Resources
Mobile Phone
Email
M. R.
Project Manager
Mobile Phone
Email
S. H.
Senior Operations Analyst
Mobile Phone
Email

Contact profiles from EQIS - Reinventing Wealth Management

Name

Title

Contact Info

Location

Last Update

J. O.
President
Mobile Phone
Email
United StatesConnecticut
Nov 12, 2025
S. M. D.
Cfo
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
J. D.
Chief Executive Officer
Mobile Phone
Email
Jun 27, 2025
S. S.
Senior Regional Vice President - Business Consultant
Mobile Phone
Email
United StatesTennessee
Mar 18, 2025
V. S.
Vice President Operations
Mobile Phone
Email
Oct 23, 2024
J. N.
Director, Human Resources
Mobile Phone
Email
Jan 05, 2025
M. R.
Project Manager
Mobile Phone
Email
Jun 25, 2025
S. H.
Senior Operations Analyst
Mobile Phone
Email
United StatesConnecticut
Oct 26, 2025
D. T.
Member Board Of Directors
Mobile Phone
Email
United StatesNew York
Nov 16, 2025
L. R.
Business Consultant
Mobile Phone
Email
United StatesColorado
May 16, 2025

Frequently Asked Questions

What is EQIS - Reinventing Wealth Management known for?

EQIS - Reinventing Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 100 Constitution Plaza, Floor 7; you can contact the main corporate office by phone at

+1-800-949-****

. Explore EQIS - Reinventing Wealth Management's company overview page for more information.

What is EQIS - Reinventing Wealth Management's most common email format?

EQIS - Reinventing Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more EQIS - Reinventing Wealth Management email formats with LeadIQ.

How many employees does EQIS - Reinventing Wealth Management have currently?

EQIS - Reinventing Wealth Management has approximately 31 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are EQIS - Reinventing Wealth Management's key employees and leadership?

As of December 2025, EQIS - Reinventing Wealth Management's key employees include:

Chief Executive Officer: J. D.
Cfo: S. M. D.
Vice President Operations: V. S.
President: J. O.
Senior Regional Vice President - Business Consultant: S. S.

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