Insights

Market Leadership Equis Financial operates within the large and growing insurance distribution industry, with estimated revenue ranging from one to ten billion dollars, indicating significant market presence and a wide customer base to target for expansion and partnership opportunities.

Strategic Acquisition Since being acquired by Integrity Marketing Group in May 2020, Equis Financial benefits from enhanced support, broader distribution networks, and increased credibility, providing a strong foundation for cross-selling complementary products and services.

Technology Utilization Equis Financial leverages progressive technologies like Google Analytics, WordPress, and Webpack, which can be used to optimize digital marketing strategies, improve lead generation, and identify high-potential customer segments for targeted outreach.

Service Diversification Offering a comprehensive suite of insurance products including life, mortgage protection, final expense, and retirement solutions, Equis presents multiple entry points for cross-selling and expanding client relationships, especially among aging populations and those planning for retirement.

Growth Potential With a sizable workforce of up to five thousand employees and a proven training system designed for independent agents, there are opportunities for sales teams to identify and enable high-performing agents and agency builders to expand market reach and increase sales volume.

Equis Financial Tech Stack

Equis Financial uses 8 technology products and services including Crazy Egg, WordPress, Webpack, and more. Explore Equis Financial's tech stack below.

  • Crazy Egg
    Analytics
  • WordPress
    Content Management System
  • Webpack
    Development
  • Polyfill
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Envoy
    Load Balancers
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics

Equis Financial's Email Address Formats

Equis Financial uses at least 1 format(s):
Equis Financial Email FormatsExamplePercentage
FLast@equisfinancial.comJDoe@equisfinancial.com
89%
FirstLast@equisfinancial.comJohnDoe@equisfinancial.com
6%
FirstL@equisfinancial.comJohnD@equisfinancial.com
4%
First.Last@equisfinancial.comJohn.Doe@equisfinancial.com
1%

Frequently Asked Questions

Where is Equis Financial's headquarters located?

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Equis Financial's main headquarters is located at United States Air Force Acad, Colorado United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Equis Financial's phone number?

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

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

What is Equis Financial's SIC code NAICS code?

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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?

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As of April 2026, Equis Financial has approximately 1.3K employees across 4 continents, including North AmericaEuropeAsia. Key team members include Ceo: R. S.Chief Executive Officer: S. S.Chief Technology Officer: G. D.. Explore Equis Financial's employee directory with LeadIQ.

What industry does Equis Financial belong to?

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Equis Financial operates in the Insurance industry.

What technology does Equis Financial use?

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Equis Financial's tech stack includes Crazy EggWordPressWebpackPolyfillLodashEnvoyYouTubeGoogle Analytics.

What is Equis Financial's email format?

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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?

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Equis Financial was founded in 2015.

Equis Financial

InsuranceColorado, United States1001-5000 Employees

Equis Financial is a premier Insurance Marketing Organization for independent insurance agents and agency builders today. Designed from the ground up by industry veterans, Equis provides a proven system that works for anyone. With the driving force of progressive technology, an exclusive lead program, a competitive product portfolio, and state-of-the-art training, Equis has created a company for agents and agency builders to develop a business of their own.

Equis Financial was acquired by Integrity Marketing Group, the nation’s largest independent distributor of life and health insurance products, in May of 2020 to accelerate combined growth and provide even more Americans with the important life and health insurance coverage they need.

Services provided: Life Insurance including benefits such as mortgage protection, final expense, and living benefits; and retirement solutions, including debt elimination.

Section iconCompany Overview

Headquarters
United States Air Force Acad, Colorado United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2015
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Equis Financial's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Equis Financial's revenue is estimated to be in the range of $1B$10B

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