Equitas Advisors

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

614 Cranbury Rd, East Brunswick, New Jer...

Phone Number

(732) 898-3288

Revenue

<$5 Million

Industry

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

About Equitas Advisors

Equitas Advisors LLC is a registered investment advisor specializing in wealth management, retirement planning, premium finance, and life insurance services. The company caters to private clients and collaborates with P&C agencies, brokers, CPAs, and estate planning attorneys. Established in 2009 and based in East Brunswick, New Jersey, Equitas is licensed to operate in all 50 states. Their services include comprehensive financial planning and advisory tailored to meet the needs of their clients.Explore more
Equitas Advisors's Social MediaPopular SearchesEquitas Advisors LLCEquitasEquitas AdvisorsEQUITAS IncEquitasadvisorsSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equitas Advisors

<$5M
11-50
Private
-
2009
N/A
$37.4M
11-50
Private
$69.3M
2014
David Lau, Chief Executive Officer & Founder at DPL Financial Partners
David LauCEO & Founder
$6.6M
1-10
Private
-
2000
JH
Jauna HicksLicensed Sales Associate
<$5M
1-10
Private
-
1996
AK
Alan KramerLUTCF, Agent
<$5M
1-10
Private
-
2001
JF
Jeremy FergusonVice President, Agent and Broker and CLCS
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Equitas Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Equitas Advisors Tech Stack

A closer look at the technologies used by Equitas Advisors

Top Finance Companies

Frequently Asked Questions Regarding Equitas Advisors

What is Equitas Advisors's official website?
Equitas Advisors's official website is www.equitasadvisors.com
What is Equitas Advisors's Revenue?
Equitas Advisors's revenue is <$5 Million
What is Equitas Advisors's SIC code?
Equitas Advisors's SIC: 62,628
What is Equitas Advisors's NAICS code?
Equitas Advisors's NAICS: 52,523
How many employees does Equitas Advisors have?
Equitas Advisors has 11-50 employees
What industry does Equitas Advisors belong to?
Equitas Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Equitas Advisors competition?
Equitas Advisors top competitors include: American Financial Insurance Services, Alan Kramer, DPL Financial Partners, United Independent Wholesale Insurance Agency
What technology does Equitas Advisors use?
Some of the popular technologies that Equitas Advisors uses are: Wix, Varnish
How do I contact Equitas Advisors?
Equitas Advisors contact info: Phone number: (732) 898-3288 Website: www.equitasadvisors.com
What does Equitas Advisors do?

Equitas Advisors LLC is a registered investment advisor specializing in wealth management, retirement planning, premium finance, and life insurance services. The company caters to private clients and collaborates with P&C agencies, brokers, CPAs, and estate planning attorneys. Established in 2009 and based in East Brunswick, New Jersey, Equitas is... licensed to operate in all 50 states. Their services include comprehensive financial planning and advisory tailored to meet the needs of their clients.Read More

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

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