BizEquity Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

BizEquity is a financial services company headquartered in Philadelphia, Pennsylvania, that provides valuation software enabling financial professionals to generate on-the-spot business valuations and client insights via a cloud-based platform. Its tools are used by financial advisors, accountants, business coaches, insurance agents, and bankers to deliver greater client value, differentiate services, and create additional revenue opportunities. The software is developed by valuation experts and is used by more than 850 professional advisory firms across the US, Europe, and Asia, with distribution through major firms such as TD Bank, UBS, PNC, Northwestern Mutual, Equitable, Goldman Sachs, and other firms, totaling over 750 partners and more than 4,000 advisors. BizEquity was acquired by American City Business Journals (ACBJ) in 2019, which expanded its ability to help financial services firms reach business-owner clients and determine their worth. The company employs between 11 and 50 people and is located at 510 Walnut Street, Suite 400, Philadelphia, PA 19106. It has pursued product innovations, including the Industry Finder NAICS search tool in 2024 and platform innovations announced in 2026.

Find BizEquity employees' phone numbers or email addresses

BizEquity Global Highlights

Location
Employees

North America
37

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  • United States Of America
    37

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Italy
    1

Asia
2

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  • India
    1
  • Singapore
    1

BizEquity's Leadership

  • Stylized image of a person
    S. G.
    Chief Valuation Officer
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  • Stylized image of a person
    J. B.
    Chief Technology Officer
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  • Stylized image of a person
    P. C.
    Chief Financial Officer
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  • Stylized image of a person
    E. M.
    President
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    R. G.
    Strategic Partner
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    C. P.
    Vp, Sales And Strategy
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    C. C. H.
    Sales Director
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  • Stylized image of a person
    P. K.
    Director, Client Success
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BizEquity Employee Metrics

100%
50%
0%
2026
2025
  • Sales
  • Business Development
  • Branding
  • Customer Success
  • Entrepreneurship
  • Other
  • Banking
  • Accounting
  • Consultant
  • Information Technology
  • Administrative

Contact profiles from BizEquity

Name
Title
Contact Info
Location
Last Update
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    D. W.
    Phone icon
    United KingdomNorth Yorkshire
    Feb 29, 2024
  • Stylized image of a person
    P. D.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is BizEquity known for?

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BizEquity was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 510 Walnut Street 400 Philadelphia, Pennsylvania 19106 United States; you can contact the main corporate office by phone at . Explore BizEquity's company overview page for more information.

What is BizEquity's most common email format?

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

How many employees does BizEquity have currently?

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BizEquity has approximately 25 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are BizEquity's key employees and leadership?

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As of June 2026, BizEquity's key employees include:

  • Chief Valuation Officer: S. G.
  • Chief Technology Officer: J. B.
  • Chief Financial Officer: P. C.
  • President: E. M.
  • Strategic Partner: R. G.

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