Equinox Financial Partners

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

1000 Woodbury Rd Ste 300, Woodbury, New ...

Phone Number

(516) 358-3825

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Equinox Financial Partners

Equinox Financial Partners is a full-service wealth management firm with over 200 years of combined experience, dedicated to helping individuals and businesses navigate their unique financial situations. They offer a wide range of services including financial planning, asset management, estate planning, and retirement planning, tailored to meet the evolving needs of their clients. Their intended clients include individuals, families, businesses, veterinarians, athletes, entertainers, and the dental community. The firm emphasizes collaboration and personalized strategies to help clients achieve their financial goals and secure their well-being.Explore more
Equinox Financial Partners's Social MediaPopular SearchesEquinox Financial Partners LLCEquinox Financial Management Solutions IncEquinox PartnersEquinox Financial Management SolutionsEquinox FinancialSIC Code 62,628NAICS Code 52,523Show more

Equinox Financial Partners Org Chart

PhoneEmail
MK
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Senior Associate

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CW
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Front Desk Associate

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MP
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Partner

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NH
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Managing Partner

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JT
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Financial Strategist

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MB
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Membership Advisor

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AC
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To Financial Advisor Assistant

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PhoneEmail
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RL
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Financial Consultant

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RK
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Financial Consultant

PhoneEmail
KC
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Financial Consultant

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Compare Similar Companies to Equinox Financial Partners

Compare insights from companies similar to Equinox Financial Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equinox Financial Partner...

<$5M
1-10
Private
-
1993
MK
Matthew KisshSenior Associate
<$5M
1-10
Private
-
2015
BE
Bobby EllisManaging Partner
<$5M
1-10
Private
-
2006
KB
Kacey BootheFinancial Professional
<$5M
1-10
Private
-
-
CB
Charles BremerFinancial Advisor
<$5M
1-10
Private
-
1991
MM
Michelle MastFinancial Consultant, Retirement Planning Specialist
<$5M
1-10
Private
-
-
KS
Kathleen SteeleFinancial Consultant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Equinox Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Equinox Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equinox Financial Partners.

Equinox Financial Partners Tech Stack

A closer look at the technologies used by Equinox Financial Partners

Equinox Financial Partners News & Media

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Frequently Asked Questions Regarding Equinox Financial Partners

What is Equinox Financial Partners's official website?
Equinox Financial Partners's official website is www.equinoxfinancialpartners.com
What is Equinox Financial Partners's Revenue?
Equinox Financial Partners's revenue is <$5 Million
What is Equinox Financial Partners's SIC code?
Equinox Financial Partners's SIC: 62,628
What is Equinox Financial Partners's NAICS code?
Equinox Financial Partners's NAICS: 52,523
How many employees does Equinox Financial Partners have?
Equinox Financial Partners has 1-10 employees
What industry does Equinox Financial Partners belong to?
Equinox Financial Partners is in the industry of: Finance, Securities Trading
What is Equinox Financial Partners competition?
Equinox Financial Partners top competitors include: Paradigm Wealth Management, Matt Appel, Capital Financial Group, Cornerstone Planning Group
What technology does Equinox Financial Partners use?
Some of the popular technologies that Equinox Financial Partners uses are: DocuSign, Cloudflare Website Optimization, Bitly, Datadog
How do I contact Equinox Financial Partners?
Equinox Financial Partners contact info: Phone number: (516) 358-3825 Website: www.equinoxfinancialpartners.com
What does Equinox Financial Partners do?

Equinox Financial Partners is a full-service wealth management firm with over 200 years of combined experience, dedicated to helping individuals and businesses navigate their unique financial situations. They offer a wide range of services including financial planning, asset management, estate planning, and retirement planning, tailored to meet the... evolving needs of their clients. Their intended clients include individuals, families, businesses, veterinarians, athletes, entertainers, and the dental community. The firm emphasizes collaboration and personalized strategies to help clients achieve their financial goals and secure their well-being.Read More

What are Equinox Financial Partners social media links?
Equinox Financial Partners Linkedin page
Is Equinox Financial Partners a public company?
Equinox Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Equinox Financial Partners

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