Insights

Strong Market Position Equis Financial operates within the highly competitive insurance industry with a significant revenue range between one and ten billion dollars, indicating a large and established market presence that can be leveraged for cross-selling and partnership opportunities.

Acquisition Advantage Since being acquired by Integrity Marketing Group in 2020, Equis Financial benefits from expanded resources, broader distribution channels, and enhanced credibility, opening avenues for collaborative growth and access to a wider client base.

Tech-Driven Approach Utilizing advanced tools like Google Analytics, WordPress, and other digital platforms, Equis demonstrates a strong commitment to leveraging technology for marketing and customer engagement, creating opportunities for digital sales channels and targeted outreach.

Product Portfolio Diversity Equis offers a comprehensive suite of life insurance and retirement solutions, including mortgage protection, final expense, and living benefits—ideal opportunities to tailor products for specific customer segments like seniors, homeowners, and families.

Employee and Market Focus With over a thousand employees and a focus on independent agents and agency builders, there is a substantial potential to identify key decision-makers and influencers for targeted sales strategies within the agent network and affiliated organizations.

Similar companies to Equis Financial

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

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	89%
FirstLast@equisfinancial.com	JohnDoe@equisfinancial.com	6%
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 January 2026, Equis Financial has approximately 1.3K employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: S. S.Chief Technology Officer: G. D.Chief Wealth Strategist: C. M.. 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 Crazy EggWordPressWebpackPolyfillLodashEnvoyYouTubeGoogle Analytics.

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, MySQL, Wix eCommerce, jQuery, Google Analytics.

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.