Equitable
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
1 Belmont Ave Ste 1100, Bala Cynwyd, Pen...Phone Number
(610) 660-4538Website
www.jonschappell.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1
About Equitable
Schappell Financial Group, led by Jon Schappell, specializes in helping clients navigate the complexities of financial planning, particularly in retirement. They offer personalized services that combine the client's vision with the team's expertise to achieve financial goals. The firm utilizes tools like Asset-Map to provide clients with a clear understanding of their financial situation, enabling informed decision-making. Their target clients include individuals facing challenges in retirement planning, such as tax liabilities and investment alignment.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Equitable
<$5M
1-10
Private
-
2020
N/A
Company Profile Activity
Activity Insights
Equitable is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Equitable is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Equitable.
Equitable Tech Stack
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Schappell Financial Group, led by Jon Schappell, specializes in helping clients navigate the complexities of financial planning, particularly in retirement. They offer personalized services that combine the client's vision with the team's expertise to achieve financial goals. The firm utilizes tools like Asset-Map to provide clients with a clear un... Read More
