What is Equity Services, Inc.'s NAICS code?

Equity Services, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Industry Alignment Equity Services, Inc. operates as a broker-dealer and registered investment adviser within a larger financial services group (National Life Group), indicating potential for cross-sell of broader financial products and services to existing clients and affiliated entities.

Leadership Transition With the retirement of long-time President & CEO Ata Azarshahi announced for year-end and new leadership potentially in place, there is an opportunity to offer transition-support services, governance enhancements, or succession-planning solutions to ensure continuity.

Recognition Momentum Recent Pathfinder Awards recognition for Alex 'AD' David signals strong leadership credibility and industry visibility, creating a sales entry point for advisory or technology partnerships that leverage prestige to win new client segments.

Growth Scale Revenue in the reported range of 100M to 250M alongside 51-200 employees places ESI as a mid-market financial services firm likely seeking scalable tech, risk management, and client experience enhancements to support growth without disruptive overhauls.

Digital Footprint ESI’s tech stack elements (Facebook Pixel, Google Analytics, Google Tag Manager, Datadog, etc.) indicate active digital marketing and monitoring capabilities, suggesting opportunities for advanced martech, data analytics, and compliance-friendly digital strategies to further client acquisition and oversight.

Similar companies to Equity Services, Inc.

Equity Services, Inc. Tech Stack

Equity Services, Inc. uses 8 technology products and services including Linkedin Insight Tag, Cloudflare CDN, Cloudflare, and more. Explore Equity Services, Inc.'s tech stack below.

Linkedin Insight Tag
Analytics
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
Datadog
Real User Monitoring
reCAPTCHA
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics

Media & News

Equity Services, Inc.'s Email Address Formats

Equity Services, Inc. uses at least 2 format(s):

Equity Services, Inc. Email Formats	Example	Percentage
FLast@nationallife.com	JDoe@nationallife.com	90%
FirstLast@nationallife.com	JohnDoe@nationallife.com	8%
First.Last@nationallife.com	John.Doe@nationallife.com	1%
FirLast@nationallife.com	JohDoe@nationallife.com	1%
F.Last@equity-services.com	J.Doe@equity-services.com	100%

Frequently Asked Questions

What is Equity Services, Inc.'s phone number?

You can contact Equity Services, Inc.'s main corporate office by phone at

+1-802-229-****

. 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 Services, Inc.'s official website and social media links?

Equity Services, Inc.'s official website is equity-services.com and has social profiles on LinkedIn.

How much revenue does Equity Services, Inc. generate?

As of July 2026, Equity Services, Inc.'s annual revenue is estimated to be $100M - $250M.

What is Equity Services, Inc.'s SIC code NAICS code?

Equity Services, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Equity Services, Inc. have currently?

As of July 2026, Equity Services, Inc. has approximately 193 employees across 1 continents, including North America. Key team members include Vice President Compliance: L. P.Deputy Chief Compliance Officer: T. L.Avp, Compliance: T. C.. Explore Equity Services, Inc.'s employee directory with LeadIQ.

What industry does Equity Services, Inc. belong to?

Equity Services, Inc. operates in the Financial Services industry.

What technology does Equity Services, Inc. use?

Equity Services, Inc.'s tech stack includes Linkedin Insight TagCloudflare CDNCloudflareJSON-LDDatadogreCAPTCHAGoogle Tag ManagerGoogle Analytics.

What is Equity Services, Inc.'s email format?

Equity Services, Inc.'s email format typically follows the pattern of FLast@nationallife.com. Find more Equity Services, Inc. email formats with LeadIQ.

When was Equity Services, Inc. founded?

Equity Services, Inc. was founded in 1968.

Equity Services, Inc.

Q: How many employees does Equity Services, Inc. have currently?

Equity Services, Inc. has approximately 193 employees.

Q: What technology does Equity Services, Inc. use?

Equity Services, Inc.'s tech stack includes Open Graph, Piwik PRO Core, Amazon Web Services, Google Tag Manager, Cloudflare.

Financial ServicesVermont, United States51-200 Employees

Equity Services, Inc. is a broker-dealer and registered investment adviser that provides securities and investment advisory services to investment professionals for sophisticated planning and investing. As part of National Life Group, the firm sits within a broader family of financial services and leverages the group’s resources to offer a comprehensive range of products and services. Based in Montpelier, Vermont, Equity Services was founded in 1968 and operates under FINRA and SIPC oversight.

The company aims to support professional investors by helping them navigate a complex investing environment while focusing on risk management and opportunity realization. In December 2025, Equity Services announced the retirement of its President and CEO, Ata Azarshahi, after more than 40 years in financial services.