Equis Financial

Insurance · Virginia, United States · 201-500 Employees

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Overview

Headquarters

3723 Old Forest Rd, Lynchburg, Virginia,...

Phone Number

(828) 299-9600

Revenue

$31.5 Million

Industry

Insurance
ZI Rank: 5
Signal Type
Dec
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ZI Rank
3
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5

About Equis Financial

Equis Financial is a leading insurance marketing organization that provides independent insurance agents and agency builders with exceptional business opportunities. The company offers a range of financial solutions, including life insurance, retirement planning, and debt elimination, aimed at protecting middle-income families across America. Equis Financial supports its agents with top-tier training, technology resources, and a portfolio of competitive products, enabling them to build thriving businesses. With a focus on mentorship and growth, Equis Financial is dedicated to enhancing the financial well-being of its clients.Explore more
Equis Financial's Social MediaPopular SearchesEquis Financial LLCEquis FinancialEquis Financial IncEqui-financial LPEquis CorpSIC Code 64,641NAICS Code 52,524Show more

Equis Financial Org Chart

SR
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Chief Executive Officer, Yellowstone Life Ins...

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NB
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Group President, Burns Marketing & Integrity ...

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SZ
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Group Chief Financial Officer, Oriental Gas, ...

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RM
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President

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KB
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Vice President, Marketing & Lead Operations

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JM
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Vice President, Marketing

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Compare insights from companies similar to Equis Financial, 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

Equis Financial

$31.5M
201-500
Private
-
2015
SR
Scott RumboCEO, Yellowstone Life Insurance Agency & Integrity Managing Partner
$308.4M
201-500
Private
<$5M
1991
$80.7M
201-500
Private
<$5M
1986
Jeremy Hewett, President & Chief Operating Officer at AccuQuote
Jeremy HewettPresident & Chief Operating Officer
$43.6M
501-1,000
Private
-
2009
N/A
$33.7M
501-1,000
Private
-
2013
$11.2M
201-500
Private
-
2020
AB
Andre BerryVice President, Sales & Operations Business Transformation Executive
$10.8M
51-200
Private
-
2018
DJ
Dayanna JohnsonInsurance Broker
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Equis Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Equis Financial Tech Stack

A closer look at the technologies used by Equis Financial

Most Recent Scoops

Event
Product Marketing, Events, Sales, Field /Outside Sales, Business Insurance, Field Marketing, Finance, Financial Operations, Healthcare Operations, Operations
Hiring Plans
Equis Financial has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Equis Financial has more open roles in Human Resources than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Equis Financial has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Hiring Plans
Hiring Plans
See more scoops

Equis Financial News & Media

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Frequently Asked Questions Regarding Equis Financial

What is Equis Financial's official website?
Equis Financial's official website is www.equisfinancial.com
What is Equis Financial's Revenue?
Equis Financial's revenue is $31.5 Million
What is Equis Financial's SIC code?
Equis Financial's SIC: 64,641
What is Equis Financial's NAICS code?
Equis Financial's NAICS: 52,524
How many employees does Equis Financial have?
Equis Financial has 201-500 employees
What industry does Equis Financial belong to?
Equis Financial is in the industry of: Insurance
What is Equis Financial competition?
Equis Financial top competitors include: American Assurance USA, AccuQuote, Asurea, Barnes Life Solutions
What companies has Equis Financial acquired?
Equis Financial has acquired the companies: Assurance-Air, Anthony Insurance Agency, Copeland Insurance Group, Copeland Insurance Group
What technology does Equis Financial use?
Some of the popular technologies that Equis Financial uses are: Freshservice, Zingfit, DoubleClick, Deltek Talent Management
Who is the CFO of Equis Financial?
Equis Financial's CFO is Sarah Zhou
How do I contact Equis Financial?
Equis Financial contact info: Phone number: (828) 299-9600 Website: www.equisfinancial.com
What does Equis Financial do?

Equis Financial is a leading insurance marketing organization that provides independent insurance agents and agency builders with exceptional business opportunities. The company offers a range of financial solutions, including life insurance, retirement planning, and debt elimination, aimed at protecting middle-income families across America. Equis... Financial supports its agents with top-tier training, technology resources, and a portfolio of competitive products, enabling them to build thriving businesses. With a focus on mentorship and growth, Equis Financial is dedicated to enhancing the financial well-being of its clients.Read More

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

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