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Equis Financial

Insurance

Founded: 2015
Headquarters: 12720 Meetinghouse Way, Matthews, NC 28105, USA
Overview
Location
North Carolina, United States
Headquarter
12720 Meetinghouse Way, Matthews, NC 28105, USA
Contact Number
8882046835
Industry
Insurance
Contact Email
contactus@equisfinancial.com
Company Type
Private Company
Website
www.equisfinancial.com
Founded
2015
CEO
Barry Clarkson
Codes
SIC Code 64,641 | NAICS Code 52,524
Annual Revenue
$31.5 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Founders
Barry Clarkson
Social Handles

Company Overview

Equis Financial is a leading marketing insurance organization for independent insurance agents and agency builders. Equis offers a wide array of insurance products, including final expense, mortgage protection, college funding and retirement planning. With 80 years of combined executive experience, Equis bring relationships with some of the industry's top insurance carriers to serve Americans nationwide. Founded in 2015, Equis Financial is headquartered in Asheville, North Carolina. In 2020, Equis expects to produce more than $100 million of annualized premium through final expense, mortgage protection, living benefits and financial planning products.

Top C-suite Members of Company

Connect with key decision-makers at Equis Financial. View contact details of C-suite executives and leadership team.

NameTitleContact
Gary EngleChief Executive Officerg****e@equisfinancial.com
Allen GarberChief Operating Officera****r@equisfinancial.com
Hiroyuki TanakaGeneral Managerh****a@equisfinancial.com
Matthew DixonDirectorm****n@equisfinancial.com
Bill MartinVice Presidentb****n@equisfinancial.com
Allen GarberChief Operating Officera****r@equisfinancial.com
Tab KolehouseChief Executive Officert****e@equisfinancial.com
Gary EngleChief Executive Officerg****e@equisfinancial.com
Lesa KurtzSales Managerl****z@equisfinancial.com

Email Formats

Discover the email patterns used at Equis Financial to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

RSS
RSS
Miscellaneous

Equis Financial uses RSS to enhance their digital capabilities and improve opera...

Open Graph
Open Graph
Miscellaneous

Equis Financial uses Open Graph to enhance their digital capabilities and improv...

HTTP/3
HTTP/3
Miscellaneous

Equis Financial uses HTTP/3 to enhance their digital capabilities and improve op...

HSTS
HSTS
Security

Equis Financial uses HSTS to enhance their digital capabilities and improve oper...

Google Cloud CDN
Google Cloud CDN
CDN

Equis Financial uses Google Cloud CDN to enhance their digital capabilities and ...

Lodash
Lodash
JavaScript libraries

Equis Financial uses Lodash to enhance their digital capabilities and improve op...

Priority Hints
Priority Hints
Performance

Equis Financial uses Priority Hints to enhance their digital capabilities and im...

React
React
JavaScript frameworks

Equis Financial uses React to enhance their digital capabilities and improve ope...

GSAP
GSAP
JavaScript frameworks

Equis Financial uses GSAP to enhance their digital capabilities and improve oper...

Google Cloud
Google Cloud
IaaS

Equis Financial uses Google Cloud to enhance their digital capabilities and impr...

Sentry
Sentry
Issue trackers

Equis Financial uses Sentry to proactively monitor, identify, and resolve softwa...

Wix
Wix
CMS

Equis Financial uses Wix to create and manage professional websites and online s...

Frequently Asked Questions

What is the address of Equis Financial's headquarters?

Equis Financial is headquartered at 12720 Meetinghouse Way, Matthews, NC 28105, USA.

How can I contact Equis Financial by phone?

You can reach Equis Financial by calling their customer support number at 8882046835.

What is the official website for Equis Financial?

You can visit Equis Financial's official website at www.equisfinancial.com.

How much revenue does Equis Financial generate?

Equis Financial reports an annual revenue of approximately $31.5 Million.

What is the SIC code for Equis Financial?

The Standard Industrial Classification (SIC) code for Equis Financial is 64,641.

What is the NAICS code for Equis Financial?

Equis Financial falls under the NAICS code 52,524.

How many people work at Equis Financial?

Equis Financial has a workforce of about 25000 employees.

Which technologies are used by Equis Financial?

Equis Financial utilizes technologies like RSS, Open Graph, HTTP/3.

Who is the Chief Executive Officer (CEO) of Equis Financial?

The CEO of Equis Financial is Barry Clarkson.

How can I get in touch with Equis Financial?

To contact Equis Financial, call 8882046835 or visit their website at www.equisfinancial.com

Is Equis Financial a publicly traded company?

No, Equis Financial is a private company.

Which industry is Equis Financial part of?

Equis Financial operates in the Insurance industry.

Who are the main competitors of Equis Financial?

Key competitors of Equis Financial include American Assurance USA, AccuQuote, Asurea, Barnes Life Solutions

Which companies has Equis Financial acquired?

Acquisitions by Equis Financial include The Copeland Group, Hovis and Associates, Assurance Group, Modern Insurance Marketing .

Where can I find Equis Financial on social media?

You can follow Equis Financial on Linkedin, Twitter, Facebook to stay updated with their latest news and services.