What departments does Freedom Advisors have?

Freedom Advisors has employees across 3 departments including Operations, Program & Project Management, Engineering.

What is the largest department at Freedom Advisors?

The largest department at Freedom Advisors is Operations with 2 employees.

Where are Freedom Advisors employees located globally?

Freedom Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Freedom Advisors's team size changed over time?

Freedom Advisors's team has decreased from approximately 38 to 28 employees based on available data.

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Freedom Advisors Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

Freedom Advisors is a financial services firm based in Hartford, Connecticut, that provides an integrated portfolio management solution and outsourced operations support for advisory practices. Designed to streamline back-office tasks, it aims to help advisors deliver strong outcomes for their clients. It offers white-labeled capabilities so firms can present services under their own brand.

Advisors can access a broad suite of investment models, including 600 models from 100 money managers and the firm’s own EQIS and 3D models. Beyond investment selection, Freedom Advisors provides an operational support team to handle back-office tasks, reducing the need for in-house staffing. This arrangement supports advisory firms seeking brand-consistent investment management with outsourced operations within the financial services industry.

Freedom Advisors Global Highlights

North America
40

United States Of America
40

Freedom Advisors's Leadership

J. D.
Chief Executive Officer
Mobile Phone
Email
V. S.
Vice President Operations
Mobile Phone
Email
M. R.
Project Manager
Mobile Phone
Email
D. C.
Business Developer
Mobile Phone
Email
S. S.
Operations Associate
Mobile Phone
Email

Freedom Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Entrepreneurship
Finance
Consultant
Other
Community & Social Services

Contact profiles from Freedom Advisors

Name

Title

Contact

Location

Last Update

J. D.
Chief Executive Officer
Mobile Phone
Email
Jun 27, 2025
V. S.
Vice President Operations
Mobile Phone
Email
Oct 23, 2024
M. R.
Project Manager
Mobile Phone
Email
Jun 25, 2025
D. C.
Business Developer
Mobile Phone
Email
Apr 24, 2025
S. S.
Operations Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Freedom Advisors known for?

Freedom Advisors operates in the Financial Services industry. You can contact Freedom Advisors's main corporate office by phone at

+1-800-949-****

. Explore Freedom Advisors's company overview page for more information.

What is Freedom Advisors's most common email format?

Freedom Advisors employees' email format typically follows the pattern of First.Last@eqis.com. Trying to find reliable and up-to-date employee contact data? Find more Freedom Advisors email formats with LeadIQ.

How many employees does Freedom Advisors have currently?

Freedom Advisors has approximately 28 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Freedom Advisors's key employees and leadership?

As of August 2026, Freedom Advisors's key employees include:

Chief Executive Officer: J. D.
Vice President Operations: V. S.
Project Manager: M. R.
Business Developer: D. C.
Operations Associate: S. S.

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Freedom Advisors Employee Directory

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