Raymond James Financial Forms Partnership With EQ to Expand Equity Plan Services-February 2024-www.financetom.com

Raymond James Financial Forms Partnership With EQ to Expand Equity Plan Services

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Raymond James Financial Forms Partnership With EQ to Expand Equity Plan Services

Oct 15, 2025 12:45 PM

03:25 PM EDT, 10/15/2025 (MT Newswires) -- Raymond James Financial ( RJF ) has formed a partnership with EQ to combine its wealth management services with EQ's EquiTrax equity management platform, EQ said Wednesday.

The collaboration allows equity plan participants to manage awards and transactions through EquiTrax while receiving long-term planning support from Raymond James advisors, EQ said.

The company said its services include transfer agency and shareholder management, investor relations, global payment tools, and support for IPOs and complex corporate actions.

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