Insights

Tailored Financial ServicesEquanimity Wealth Management offers personalized financial services for both corporate and individual clients, including retirement planning and fee-based services. This tailored approach presents a sales opportunity for businesses looking for bespoke financial solutions.

Tech-Savvy OperationsWith a tech stack comprising AdRoll, Shopify, Google Maps, and more, Equanimity Wealth Management demonstrates a commitment to leveraging technology in its operations. For tech vendors or partners offering complementary solutions, this tech-savvy stance presents a sales opportunity for collaboration.

Competitive Landscape InsightsIn comparison to similar companies like SageVest Wealth Management, WMS Partners, and Aspiriant, Equanimity Wealth Management stands out with its unique focus and personalized services. Understanding the competitive landscape can guide sales strategies to highlight Equanimity's distinct offerings.

Untapped Market PotentialWith a small team of 2-10 employees and a location in Okemos, MI, Equanimity Wealth Management may have untapped market potential for expanding its client base locally or regionally. This presents a sales opportunity for targeted marketing campaigns in the area.

Strategic PartnershipsEquanimity Wealth Management's focus on both corporate and individual clients opens doors for strategic partnerships with companies in complementary industries. Seeking synergies with firms needing financial service referrals can lead to valuable sales channels.

Equanimity Wealth Management Tech Stack

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

AdRoll

Advertising

Cloudflare

Content Management System

Module Federation

Development

Lodash

Javascript Libraries

Modernizr

Javascript Libraries

Google Maps

Maps

Tailwind CSS

UI Frameworks

Facebook

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 St Okemos, MI 48864 US. The company has employees across 1 continents, including North America.

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 October 2021, Equanimity Wealth Management has approximately 4 employees across 1 continents, including North America. 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 AdRollCloudflareModule FederationLodashModernizrGoogle MapsTailwind CSSFacebook.

What is Equanimity Wealth Management's email format?

Equanimity Wealth Management's email format typically follows the pattern of . 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

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.

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.
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Insights

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