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Insights

Acquisition by Industry Giant Equis Financial was acquired by Integrity Marketing Group, the nation's largest independent distributor of life and health insurance products. This acquisition brings enhanced resources and market penetration opportunities for cross-selling life and health insurance coverage to a wider client base.

Robust Service Portfolio Equis Financial offers a comprehensive range of insurance solutions, including life insurance benefits such as mortgage protection, final expense, and living benefits, as well as retirement solutions like debt elimination. This diversified portfolio provides ample opportunities for tailored client offerings and cross-selling packages.

Cutting-Edge Technology Integration Equis Financial leverages a sophisticated tech stack that includes tools like Fastly, WordPress, Bootstrap, and more. By incorporating advanced technology solutions, Equis streamlines operations, enhances customer experience, and creates opportunities for tech-driven sales strategies.

Financial Stability and Growth Potential With a revenue ranging between $50M - $100M, Equis Financial demonstrates financial stability and growth potential. This positions the company as a reliable partner for clients, indicating the capacity to handle large-scale insurance policies and investments, fostering trust and enabling upselling opportunities.

Strategic Industry Positioning Equis Financial operates in the insurance industry alongside key competitors like Symmetry Financial Group and Primerica. Understanding the competitive landscape provides valuable insights for sales professionals to differentiate offerings, target niche markets, and capitalize on unique selling points to drive sales growth.

Similar companies to Equis Financial

Equis Financial Tech Stack

Equis Financial uses 8 technology products and services including Heap, Fastly, WordPress, and more. Explore Equis Financial's tech stack below.

  • Heap
    Analytics
  • Fastly
    Content Delivery Network
  • WordPress
    Content Management System
  • SweetAlert
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Polyfill
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • CodeIgniter
    Web Frameworks

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
5%
FirstL@equisfinancial.comJohnD@equisfinancial.com
5%
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, US. The company has employees across 5 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.

How much revenue does Equis Financial generate?

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As of October 2024, Equis Financial's annual revenue reached $75M.

What is Equis Financial's NAICS code?

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

How many employees does Equis Financial have currently?

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As of October 2024, Equis Financial has approximately 1.2K employees across 5 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: J. R.Vice President Of Marketing And Lead Operations: K. B.Vice President Of Sales And Marketing: B. M.. 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 HeapFastlyWordPressSweetAlertLodashPolyfillBootstrapCodeIgniter.

What is Equis Financial's email format?

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Equis Financial's email format typically follows the pattern of . 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

Equis Financial

InsuranceUnited States, 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, US
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2015
Employees
1001-5000

Section iconFunding & Financials

  • $50M$100M

    Equis Financial's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Equis Financial's revenue is in the range of $50M$100M

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