Insights

Market Position Equis Financial operates within the rapidly growing insurance industry, with a significant revenue range of 1 billion to 10 billion dollars, indicating strong market presence and potential opportunities for expansion or cross-selling within the life and health insurance segments.

Customer Focus The company's services are tailored toward independent insurance agents and agency builders, highlighting opportunities for training, support, and product bundling to enhance agent retention and productivity.

Recent Acquisition Being acquired by Integrity Marketing Group in 2020 positions Equis Financial for accelerated growth and increased access to a broader network, which could open avenues for strategic partnerships and joint marketing initiatives.

Technology Use Equis Financial leverages advanced digital tools such as Google Analytics and YouTube, indicating potential for targeted digital marketing campaigns and lead generation efforts to attract new agents and clients.

Growth Potential With a large employee base of up to 5,000 staff members and a robust product portfolio, there are substantial opportunities to develop specialized offerings or expand into niche markets to increase market share and customer engagement.

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 Equisfinancial 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

Where is Equis Financial's headquarters located?

Equis Financial's main headquarters is located at 83 S Tunnel Rd. Suite A-9 Asheville, NC 28805 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

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 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 2025, 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

InsuranceNorth Carolina, 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.