What is Equis Financial's NAICS code?

Equis Financial's NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

Strategic Acquisition Equis Financial is now part of Integrity Marketing Group, a relationship that can be leveraged to cross-sell life and health insurance products, expand agency reach, and access broader distribution channels.

Scale Opportunity With a staff size in the thousands and annual revenue across a multi-billion range, there is significant potential for scalable partnership programs, volume-based incentives, and shared lead-generation resources.

Technology Leverage The emphasis on progressive technology and exclusive lead programs suggests opportunities to offer enhanced marketing automation, CRM integrations, data analytics services, and performance-based campaigns tailored to independent agents.

Product Suite A diversified portfolio spanning life, mortgage protection, final expense, living benefits, and retirement solutions indicates cross-sell potential to existing client bases and agency builders seeking comprehensive coverage offerings.

Channel Growth As an MSO focused on independent agents and agency builders, there is potential to develop partnership models, agent onboarding programs, and trainer-led incentives that accelerate recruiter and producer growth for new markets.

Similar companies to Equis Financial

Equis Financial Tech Stack

Equis Financial uses 8 technology products and services including DoubleClick Floodlight, Open Graph, WordPress, and more. Explore Equis Financial's tech stack below.

DoubleClick Floodlight
Advertising
Open Graph
Content Management System
WordPress
Content Management System
JSON-LD
Javascript Frameworks
jQuery
Javascript Libraries
Moment.js
Javascript Libraries
YouTube
Video Players
Zoom
Web Conferencing

Media & News

Integritymarketing acquired Equis Financial, Inc. on May 29th '20.
Integrity Marketing said it has acquired Equis Financial Inc., an Asheville, North-Carolina-based life and health distributor.
May 19, 2020 | www.thinkadvisor.com

Equis Financial's Email Address Formats

Equis Financial uses at least 1 format(s):

Equis Financial Email Formats	Example	Percentage
FLast@equisfinancial.com	JDoe@equisfinancial.com	87%
FirstLast@equisfinancial.com	JohnDoe@equisfinancial.com	8%
FirstL@equisfinancial.com	JohnD@equisfinancial.com	4%
First.Last@equisfinancial.com	John.Doe@equisfinancial.com	1%

Frequently Asked Questions

What is Equis Financial's phone number?

You can contact Equis Financial's main corporate office by phone at

+1-434-333-****

. 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 Equis Financial's official website and social media links?

Equis Financial's official website is equisfinancial.com and has social profiles on LinkedIn.

What is Equis Financial's SIC code NAICS code?

Equis Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Equis Financial have currently?

As of July 2026, Equis Financial has approximately 1.3K employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: S. S.Vice President Of Agency Development: R. J.Vice President Of Final Expense: J. B.. Explore Equis Financial's employee directory with LeadIQ.

What industry does Equis Financial belong to?

Equis Financial operates in the Insurance industry.

What technology does Equis Financial use?

Equis Financial's tech stack includes DoubleClick FloodlightOpen GraphWordPressJSON-LDjQueryMoment.jsYouTubeZoom.

What is Equis Financial's email format?

Equis Financial's email format typically follows the pattern of FLast@equisfinancial.com. Find more Equis Financial email formats with LeadIQ.

When was Equis Financial founded?

Equis Financial was founded in 2015.

Equis Financial

Q: What is Equis Financial's official website and social media links?

Equis Financial's official website is equisfinancial.com. Equis Financial has social profiles on LinkedIn.

Q: How many employees does Equis Financial have currently?

Equis Financial has approximately 1.3K employees.

Q: What technology does Equis Financial use?

Equis Financial's tech stack includes Google Cloud, Envoy, Yoast SEO, Choices, Google Fonts API.

InsuranceColorado, United States1001-5000 Employees

Equis Financial is an Insurance Marketing Organization that supports independent agents and agency builders in the life and health insurance space. The company provides a structured program that leverages technology, an exclusive lead program, a broad product portfolio, and comprehensive training to help agents grow their own businesses. Its offerings include life protections such as mortgage protection, final expense, and living benefits, alongside retirement solutions like debt elimination. Based in the Air Force Academy area of Colorado, Equis Financial operates within the United States as part of the insurance distribution ecosystem. It is a sizable organization within this space. In May 2020, Equis Financial was acquired by Integrity Marketing Group, a national distributor of life and health insurance products, to support combined growth.