Equity Concepts

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

2550 Gaskins Rd Ste A, Henrico, Virginia...

Phone Number

(804) 285-4463

Revenue

$19.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Equity Concepts

Equity Concepts provides financial advisory services aimed at helping clients manage their wealth and assets to pursue their personal goals. They emphasize a collaborative and team-based approach to creating personalized financial strategies for diverse clients. The firm focuses on helping individuals invest with clarity and live with purpose. Their services are geared towards clients looking for financial guidance in order to align their financial position with their life objectives.Explore more
Equity Concepts's Social MediaPopular SearchesEquity Concepts LLCEquity Concepts IncEquity ConceptsEquity Concept IncConsept LLCSIC Code 62,628NAICS Code 52,523Show more

Equity Concepts Org Chart

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Chief Executive Officer

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Managing Director, Investment Strategy

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Managing Director, Investment Strategy

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Director of Alternative Lending

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Equity Concepts

$19.3M
11-50
Private
<$5M
1991
$12.6M
11-50
Private
-
2010
CW
Cindy WardDirector, Compliance
<$5M
11-50
Private
-
2005
ML
Marco LopezPartner, Texas Private Wealth Advisors. Wealth Advisor, RJFS
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2000
LM
Leslie MontanaPresident, Financial Networks & Lpl Registered Principal
<$5M
1-10
Private
-
2005
BS
Bryce StreetBranch Office Manager
<$5M
1-10
Private
-
2010
BD
Blake DorvillierWealth Advisor
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Equity Concepts is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Equity Concepts financials insights

Gather financial insights about Equity Concepts, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Equity Concepts Tech Stack

A closer look at the technologies used by Equity Concepts

Equity Concepts News & Media

  • Equity Concepts Notifies Clients of Security Incident

    HENRICO, Va., Dec. 3, 2018 /PRNewswire/ -- Equity Concepts announced today that it began notifying clients of a security incident involving some of its employees' email accounts. On September 11, 2018, Equity Concepts discovered an incident involving some of its employees' email accounts. ...
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Frequently Asked Questions Regarding Equity Concepts

What is Equity Concepts's official website?
Equity Concepts's official website is www.equity-concepts.com
What is Equity Concepts's Revenue?
Equity Concepts's revenue is $19.3 Million
What is Equity Concepts's SIC code?
Equity Concepts's SIC: 62,628
What is Equity Concepts's NAICS code?
Equity Concepts's NAICS: 52,523
How many employees does Equity Concepts have?
Equity Concepts has 11-50 employees
What industry does Equity Concepts belong to?
Equity Concepts is in the industry of: Finance, Securities Trading
What is Equity Concepts competition?
Equity Concepts top competitors include: La Pointe Wealth Management, First Financial Networks, Athlon Wealth Advisors, Symbio Financial Partners
What technology does Equity Concepts use?
Some of the popular technologies that Equity Concepts uses are: WooCommerce, WordPress.org, PHP, Google Universal Analytics
How do I contact Equity Concepts?
Equity Concepts contact info: Phone number: (804) 285-4463 Website: www.equity-concepts.com
What does Equity Concepts do?

Equity Concepts provides financial advisory services aimed at helping clients manage their wealth and assets to pursue their personal goals. They emphasize a collaborative and team-based approach to creating personalized financial strategies for diverse clients. The firm focuses on helping individuals invest with clarity and live with purpose. Thei... r services are geared towards clients looking for financial guidance in order to align their financial position with their life objectives.Read More

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

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