Insights

Client-Centric Approach Equity Design Group's commitment to personalized financial strategies and high-quality advisory services highlights a strong focus on client satisfaction, which can be leveraged to introduce advanced client engagement and CRM solutions.

Technology Adoption The company's use of diverse technology tools such as Amazon Web Services, HubSpot Analytics, and Datadog indicates an openness to digital innovation, providing opportunities to offer tailored cloud services, data analytics, and cybersecurity solutions.

Growth Potential With a revenue range of 25 to 50 million dollars and a dedicated team of up to 50 professionals, Equity Design Group represents a growing mid-sized firm poised for expansion, making them receptive to scalable financial technology and operational efficiency tools.

Financial Services Focus Their core offerings in securities and advisory services through an established registered investment advisor suggest an opportunity to introduce fintech innovations that enhance investment management and compliance tracking.

Market Positioning Operating as part of a competitive financial services landscape with similar firms, Equity Design Group's emphasis on service excellence and expertise presents prospects for high-end technology solutions that improve client communications and service delivery.

Equity Design Group Tech Stack

Equity Design Group uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, Amazon S3, and more. Explore Equity Design Group's tech stack below.

  • HubSpot Analytics
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Facebook
    Widgets

Media & News

Equity Design Group's Email Address Formats

Equity Design Group uses at least 1 format(s):
Equity Design Group Email FormatsExamplePercentage
FLast@equitydesigngroup.comJDoe@equitydesigngroup.com
88%
Last@equitydesigngroup.comDoe@equitydesigngroup.com
12%

Frequently Asked Questions

Where is Equity Design Group's headquarters located?

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Equity Design Group's main headquarters is located at 227521 Harrier Avenue Wausau, Wisconsin 54401 United States. The company has employees across 1 continents, including North America.

What is Equity Design Group's phone number?

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You can contact Equity Design Group'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 Equity Design Group's official website and social media links?

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Equity Design Group's official website is equitydesigngroup.com and has social profiles on LinkedIn.

What is Equity Design Group's NAICS code?

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Equity Design Group's NAICS code is 52 - Finance and Insurance.

How many employees does Equity Design Group have currently?

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As of February 2026, Equity Design Group has approximately 11 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. S.Founder: G. C.Financial Advisor - Co-Owner And Vice-President Of Equity Design Group: W. Z.. Explore Equity Design Group's employee directory with LeadIQ.

What industry does Equity Design Group belong to?

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Equity Design Group operates in the Financial Services industry.

What technology does Equity Design Group use?

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Equity Design Group's tech stack includes HubSpot AnalyticsAmazon Web ServicesAmazon S3Google Fonts APIJSON-LDjQueryDatadogFacebook.

What is Equity Design Group's email format?

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Equity Design Group's email format typically follows the pattern of FLast@equitydesigngroup.com. Find more Equity Design Group email formats with LeadIQ.

When was Equity Design Group founded?

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Equity Design Group was founded in 1995.

Equity Design Group

Financial ServicesWisconsin, United States11-50 Employees

Equity Design Group is a comprehensive financial services firm committed to assisting our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry. 

We are committed to providing: 
1.  Expertise: A team of knowledgeable professionals and support staff work as a unit to maximize the resources necessary to provide our clients with financial strategies tailored to their specific goals. We use a proven, one-on-one process to identify and analyze these goals. 
2.  Quality Products: We offer a wide variety of quality products geared towards creating and preserving financial assets. 
3.  Unparalleled service: "Service that excels" is our trademark. We are dedicated to providing consistent, responsive service that's underscored by our commitment to our client's best financial interests. 

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org).

The financial professionals associated with Equity Design Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Section iconCompany Overview

Headquarters
227521 Harrier Avenue Wausau, Wisconsin 54401 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Equity Design Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Equity Design Group's revenue is estimated to be in the range of $25M$50M

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