Insights

Target Market Segment Equanimity Wealth Management primarily serves small to mid-sized clients with revenue in the $1M to $10M range, indicating an opportunity to tailor financial solutions that address the specific needs of growing businesses and high-net-worth individuals seeking personalized wealth strategies.

Service Diversification The company's comprehensive service offerings, including retirement plans, executive benefits, fee-based planning, and personal insurances, suggest an opening for cross-selling additional financial advisory and estate planning services to deepen client relationships.

Technology Utilization Equanimity's use of diverse technology tools such as AdRoll, Tailwind CSS, and CookieYes points to an emphasis on digital engagement and data management, presenting sales prospects for advanced fintech integrations or cybersecurity solutions to enhance client experience.

Growth Potential With revenues ranging from one to ten million dollars and a small team of 2-10 employees, there is significant opportunity for expansion into new markets or diversification of service lines to scale operations and attract larger institutional clients.

Partnership Opportunities As a Registered Investment Adviser partnering with Cetera Advisor Networks LLC, Equanimity maintains a compliance-focused environment that could be leveraged to introduce complementary technology platforms, compliance consulting, or marketing collaborations to strengthen its strategic alliances.

Equanimity Wealth Management Tech Stack

Equanimity Wealth Management uses 8 technology products and services including AdRoll, CookieYes, Module Federation, and more. Explore Equanimity Wealth Management's tech stack below.

AdRoll

Advertising

CookieYes

Cookie Compliance

Module Federation

Development

Lodash

Javascript Libraries

Slick

Javascript Libraries

UPS

Logistics

Tailwind CSS

UI Frameworks

AddToAny

Widgets

Equanimity Wealth Management Email Formats	Example	Percentage
LastF@eq-wealth.com	DoeJ@eq-wealth.com	25%
First@eq-wealth.com	John@eq-wealth.com	25%
LastF@eq-wealth.com	DoeJ@eq-wealth.com	25%
First@eq-wealth.com	John@eq-wealth.com	25%

Equanimity Wealth Management Email Formats

Example

Percentage

LastF@eq-wealth.com

DoeJ@eq-wealth.com

25%

First@eq-wealth.com

John@eq-wealth.com

25%

LastF@eq-wealth.com

DoeJ@eq-wealth.com

25%

First@eq-wealth.com

John@eq-wealth.com

25%

Frequently Asked Questions

Where is Equanimity Wealth Management's headquarters located?

Equanimity Wealth Management's main headquarters is located at 4650 Moore Street Okemos, Michigan 48864 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Equanimity Wealth Management's phone number?

You can contact Equanimity Wealth Management's main corporate office by phone at

+1-517-324-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Equanimity Wealth Management's official website and social media links?

Equanimity Wealth Management's official website is eq-wealth.com and has social profiles on LinkedIn.

What is Equanimity Wealth Management's NAICS code?

Equanimity Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Equanimity Wealth Management have currently?

As of February 2026, Equanimity Wealth Management has approximately 3 employees across 2 continents, including North AmericaAfrica. Key team members include Owner: S. M. D.Managing Director: K. S.Client Relationship Manager: A. B.. Explore Equanimity Wealth Management's employee directory with LeadIQ.

What industry does Equanimity Wealth Management belong to?

Equanimity Wealth Management operates in the Financial Services industry.

What technology does Equanimity Wealth Management use?

Equanimity Wealth Management's tech stack includes AdRollCookieYesModule FederationLodashSlickUPSTailwind CSSAddToAny.

What is Equanimity Wealth Management's email format?

Equanimity Wealth Management's email format typically follows the pattern of LastF@eq-wealth.com. Find more Equanimity Wealth Management email formats with LeadIQ.

When was Equanimity Wealth Management founded?

Equanimity Wealth Management was founded in 2015.

Equanimity Wealth Management

Q: How many employees does Equanimity Wealth Management have currently?

Equanimity Wealth Management has approximately 3 employees.

Q: What technology does Equanimity Wealth Management use?

Equanimity Wealth Management's tech stack includes CookieYes, WordPress, Webpack, Modernizr, MySQL.

Financial ServicesMichigan, United States2-10 Employees

Built on the unique strengths of its founding members, James C. Trebilcock and Scott M. Danek, CFP® (www.linkedin.com/in/scottdanek) the firm serves the financial needs of both corporate and individual clients.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Advisory services also offered through CWM, LLC. Cetera is under separate ownership from any other named entity
: Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Our Corporate Services include: Retirement Plans and Executive Plans.

Our Personal Services include: Fee-based planning services, investment advice, offered portfolio management, retirement cash-flow modeling, and personal insurances.

Our focus is your unique journey. Equanimity....find yours.
------------------------------------------------------------------------------------------------------------
Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Insights

Similar companies to Equanimity Wealth Management

SageVest Wealth Management

WMS Partners, LLC

Financial Synergies Wealth Advisors

Paragon Financial Partners

THRIVE Financial Planning

Aspiriant