Learn more at LeadIQ.com

Insights

Strong Industry Presence Equis Financial is backed by Integrity Marketing Group, positioning the company as a key player in the insurance industry with increased resources and market reach, presenting potential partnership and collaboration opportunities.

Technology-Driven Approach Equis Financial leverages a tech stack including Heap, Fastly, and WordPress to enhance operations and customer experience, showcasing a commitment to innovation that can be leveraged to attract tech-savvy clients and partners.

Diversified Product Portfolio With offerings such as life insurance, retirement solutions, and debt elimination, Equis Financial presents a diverse suite of products that cater to various customer segments, creating opportunities to engage with a wide range of potential clients.

Financial Stability & Growth Potential Generating annual revenues between $50M - $100M, Equis Financial exhibits financial stability and substantial growth potential, making it an attractive prospect for business relationships and sales engagements.

Exclusive Lead Program Equis Financial boasts an exclusive lead program, a competitive advantage that can be leveraged to attract new clients and partners seeking quality leads, offering a unique value proposition in the insurance market.

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

Media & News

Integrity Marketing 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	5%
FirstL@equisfinancial.com	JohnD@equisfinancial.com	5%
First.Last@equisfinancial.com	John.Doe@equisfinancial.com	1%

Frequently Asked Questions

Where is Equis Financial's headquarters located?

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

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.

How much revenue does Equis Financial generate?

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

What is Equis Financial's NAICS code?

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

How many employees does Equis Financial have currently?

As of October 2024, Equis Financial has approximately 1.2K employees across 4 continents, including North AmericaEuropeAsia. Key team members include Vice President Of Marketing And Lead Operations: K. B.Vice President Of Sales And Marketing: B. M.Vice President Of Operations: E. W.. 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 HeapFastlyWordPressSweetAlertLodashPolyfillBootstrapCodeIgniter.

What is Equis Financial's email format?

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

When was Equis Financial founded?

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.

Company Overview

Headquarters: United States, US
Phone number: ✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
+1-434-333-****
Website: equisfinancial.com
NAICS Code: 524 - Insurance Carriers and Related Activities
Founded: 2015
Employees: 1001-5000

Media & News

Integrity Marketing acquired Equis Financial, Inc. on May 29th '20.
May 19, 2020 | www.thinkadvisor.com

Funding & Financials

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

Funding & Financials

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

Company Leadership

K. B.
Vice President Of Marketing And Lead Operations
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
B. M.
Vice President Of Sales And Marketing
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
E. W.
Vice President Of Operations
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. M.
Vice President Marketing
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. B.
Vice President Of Final Expense
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Employee Directory

L. F.
Agency Owner And Field Underwriter
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
D. R.
Independent Business Owner
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
K. B.
Vice President Of Marketing And Lead Operations
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
B. M.
Vice President Of Sales And Marketing
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
E. W.
Vice President Of Operations
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Equis Financial and Millions of Other Companies
Sign up for full access to Equis Financial information.
No credit card needed
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Go to Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.