Equis Financial

Equis Financial Employee Directory

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.

Find Equis Financial employees' phone numbers or email addresses

Equis Financial Global Highlights

Location
Employees

North America
1.3K

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  • United States Of America
    1.3K
  • Mexico
    1

Asia
2

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  • India
    1
  • Singapore
    1

Europe
2

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  • Spain
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

South America
1

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  • Argentina
    1

Equis Financial's Leadership

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    S. S.
    Chief Executive Officer
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  • Stylized image of a person
    G. D.
    Chief Technology Officer
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  • Stylized image of a person
    C. M.
    Chief Wealth Strategist
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  • Stylized image of a person
    B. M.
    Vice President - Retirement Solutions
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    R. J.
    Vice President Of Agency Development
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    K. B.
    Vice President Of Marketing And Lead Operations
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    B. M.
    Vice President Of Sales And Marketing
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  • Stylized image of a person
    E. G.
    Vice President Of Operations
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Equis Financial Employee Metrics

100%
50%
0%
2025
2024
  • Sales
  • Finance
  • Consultant
  • Healthcare Services
  • Business
  • Other
  • Marketing

Contact profiles from Equis Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. D.
    Chief Technology Officer
    Phone icon
    United StatesTennessee
    Sep 13, 2024
  • Stylized image of a person
    J. W.
    Owner
    Phone icon
    United StatesTexas
    Oct 21, 2024
  • Stylized image of a person
    J. G.
    Independent Business Owner
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    United StatesOklahoma
    Oct 22, 2024
  • Stylized image of a person
    R. R.
    Principal Founder
    Phone icon
    United StatesColorado
    Aug 05, 2024
  • Stylized image of a person
    S. S.
    Chief Executive Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. S. P.
    Executive Assistant To CEO/CFO
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    United StatesConnecticut
    Oct 21, 2024
  • Stylized image of a person
    T. J. K.
    Minority Owner
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    United StatesArizona
    Apr 26, 2025
  • Stylized image of a person
    T. R.
    Independent Business Owner
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    Oct 16, 2024
  • Stylized image of a person
    T. N.
    Independent Business Owner
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    Oct 23, 2024
  • Stylized image of a person
    D. R.
    Independent Business Owner
    Phone icon
    United StatesColorado
    Jan 04, 2025

Frequently Asked Questions

What is Equis Financial known for?

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Equis Financial was founded in 2015 operates in the Insurance industry. The company's main headquarters is located in 83 S Tunnel Rd. Suite A-9 Asheville, NC 28805 US; you can contact the main corporate office by phone at . Explore Equis Financial's company overview page for more information.

What is Equis Financial's most common email format?

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Equis Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equis Financial email formats with LeadIQ.

How many employees does Equis Financial have currently?

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Equis Financial has approximately 1.3K employees as of October 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Equis Financial's key employees and leadership?

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As of October 2025, Equis Financial's key employees include:

  • Chief Executive Officer: S. S.
  • Chief Technology Officer: G. D.
  • Chief Wealth Strategist: C. M.
  • Vice President - Retirement Solutions: B. M.
  • Vice President Of Agency Development: R. J.

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