Verified
Equis Financial
Insurance
Founded: 2015
Headquarters: 83 S Tunnel Rd, Asheville, North Carolina, 28805, United States
Overview
Location
North Carolina, United States
Headquarter
83 S Tunnel Rd, Asheville, North Carolina, 28805, United States
Contact Number
(828) 299-9600
No of Employees
336 Employees
Industry
Insurance
Contact Email
Company Type
Private Company
Website
Founded
2015
CEO
Gary Engle
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
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.
Employees by Level
C-Level
9
VP-Level
10
Director
11
Manager
63
Non-Manager
169
Top Contacts
497
Top C-suite Members of Company
Connect with key decision-makers at Equis Financial. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Gary Engle | Chief Executive Officer | g****[email protected] | |
| Allen Garber | Chief Operating Officer | a****[email protected] | |
| Hiroyuki Tanaka | General Manager | h****[email protected] | |
| Matthew Dixon | Director, National of Business Expansion | m****[email protected] | |
| Bill Martin | Vice President, Sales & Marketing | b****[email protected] | |
| Allen Garber | Chief Operating Officer | a****[email protected] | |
| Tab Kolehouse | Chief Executive Officer & National Sales Dire | t****[email protected] | |
| Gary Engle | Chief Executive Officer | g****[email protected] | |
| Lesa Kurtz | Sales Manager | l****[email protected] |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
David Wilson | Managing Member | *******1091 | [email protected] | |
Doron Pollak | Mortgage Protection | ******9487 | [email protected] | |
Denise Daly | Life Insurance Specialist | *******9939 | [email protected] | |
Julie Russell | Field Underwriter | *******2057 | [email protected] | |
Elizabeth Garth | Independent Sales Agent | *******4277 | [email protected] | |
Rikki Gruden | Field Underwriter | ******5115 | [email protected] | |
Trina Keene | Mortgage Protection Specialist | *******7428 | [email protected] | |
Chris Tinsman | Richmond Regional Manager | ******7655 | [email protected] | |
Rodney Smith | Agent | ******3561 | [email protected] | |
Karen Olsson | Owner-karen Olsson And Associates Llc Powered By Equis Financial | ******5087 | [email protected] | |
Linda Gilfillan | Consultant | ******3525 | [email protected] | |
Tom Poitras | Field Underwriter | ******2435 | [email protected] | |
Mark Stromeyer | Producer | ******0803 | [email protected] | |
Fadell Pitts | Licensed Independent Life Insurance Agent | ******7992 | [email protected] | |
Freddie Morrison | Insurance Consultant | ******8472 | [email protected] | |
Claude Flom | Life Insurance Agent | *******6141 | [email protected] | |
Jana Millspaugh | Contract | ******6251 | [email protected] | |
Jennifer Depasquale | Insurance Agent | ******3685 | [email protected] | |
Dan Lambert | Sales Representative | ******9333 | [email protected] | |
Jamal Harrison | Field Underwriter And Area Manager | ******8301 | [email protected] | |
Joseph Gibbons | Independent Business Owner | ******2302 | [email protected] | |
Rod Randolph | Field Underwriter Insurance Producer | *******8033 | [email protected] | |
Angela Chillis | Field Underwriter | *******4006 | [email protected] | |
Jess Mindel | Agency | *******5251 | [email protected] | |
Todd Andre | Field Underwriter | *******9526 | [email protected] | |
Tracey Hickey | Hiring Representative | ******4327 | [email protected] | |
Michael Williams | Distribution Specialist | ******7240 | [email protected] | |
Paul Gourley | Field Underwriter | ******1392 | [email protected] | |
Fredrick Wilson | Field Agent | ******9079 | [email protected] | |
Roy Crigger | Licensed Underwriter | ******0879 | [email protected] | |
Michael Tirrell | Recruiter And Field Underwriter | ******2229 | [email protected] | |
Kathleen Vogel | Licensed Insurance Agent | ******0278 | [email protected] | |
Michael Purcell | Field Underwriter | *******1012 | [email protected] | |
George Castillo | Field Underwriter | ******0133 | [email protected] | |
Kimberly Middleton | Insurance Agent | ******4238 | [email protected] | |
Rodney Case | Manager | ******9632 | [email protected] | |
Jeffrey Smith | Insurance Underwriter | ******3957 | [email protected] | |
Johnnie Brooks | National Sales Manager | ******9333 | [email protected] | |
Nanette Gromek | Insurance Agent | ******6072 | [email protected] | |
Jason Patello | Agency Manager | ******1140 | [email protected] | |
Vicki Janicki | Field Underwriter | *******8425 | [email protected] | |
Neal Rowland | Independent Life Insurance Broker | ******3948 | [email protected] | |
Tab Kolehouse | Field Underwriter | *******6509 | [email protected] | |
Anthony Dicarlo | Feild Underwriter | ******2464 | [email protected] | |
Billy Pierce | Territory Sales | ******7136 | [email protected] | |
Drew Wales | District Manager | ******2725 | [email protected] | |
D'metrid James | Franchise Owner | ******6216 | [email protected] | |
Kent Kilpatrick | Agency Manager | *******9390 | [email protected] | |
Chris Sancrante | Director Of Business Development | ******1567 | [email protected] | |
Karen Constantinides | Sales Sales Support | ******0429 | [email protected] | |
Erika Evans | Insurance Broker | *******2458 | [email protected] | |
Klen Perkins | District Manager | *******3137 | [email protected] | |
Joseph Cortes | Client Service Representative | ******3385 | [email protected] | |
Matthew Weiner | Licensed Agent Agency | ******4957 | [email protected] | |
April Pickney | Insurance Agent | ******8152 | [email protected] | |
Brian Raines | Field Underwriter | *******1001 | [email protected] | |
Michele Windom | Senior Field Underwriter And Sales Manager | ******4712 | [email protected] | |
Jess Mindel | Field Underwriter | *******5251 | [email protected] | |
Susan Evans | Insurance Broker | *******4339 | [email protected] | |
Anthony Ashley | Financial Advisor | ******1419 | [email protected] | |
Tom Sandoz | Agent | ******0205 | [email protected] | |
Travis Tate | Producer | ******8294 | [email protected] | |
Alaina Anderson | Communications | ******9333 | [email protected] | |
Stephanie Maus | Insurance Agent | ******7501 | [email protected] | |
Rob Rouse | Independent Field Underwriter | *******3000 | [email protected] | |
Alonzo Hall | Independent Agent | *******9932 | [email protected] | |
Brad Stapleton | Field Underwriter | *******1799 | [email protected] | |
Jennifer Hastings | Field Underwriter | ******3318 | [email protected] | |
Miguelina Daniels | Equis Financial | ******4572 | [email protected] | |
Peter Geyelin | Agent And Underwriter Life And Annuities | ******4086 | [email protected] | |
Tyler Bosch | Life Insurance Agent | ******8047 | [email protected] | |
Don Sosebee | Sales Manager | *******9662 | [email protected] | |
Timothy Creel | Insurance Agent | ******0789 | [email protected] | |
Michael Richey | Senior Sales Executive | ******4671 | [email protected] | |
Walt Matzek | Field Underwriter | ******7573 | [email protected] | |
Cassandra Dostourian | Agency Manager | ******5517 | [email protected] | |
Kody Pruitt | Staff Accountant | ******4666 | [email protected] | |
Steve Bedgood | Insurance Broker | *******5924 | [email protected] | |
Lesa Kurtz | Field Underwriter | ******5926 | [email protected] | |
David Sexton | Field Underwriter | *******2431 | [email protected] | |
Steve Smith | Managing Agent | ******1878 | [email protected] | |
Stella Gozzarelli | Life Insurance Agent | ******1880 | [email protected] | |
Stephen Hadder | Field Underwriter | *******6568 | [email protected] | |
Audrey Wells | Manager And Senior Field Underwriter Wells Agency | *******4982 | [email protected] | |
Aaron Paul | Life Annuities Broker | ******4364 | [email protected] | |
Ov Garner | Insurance Agent | *******4961 | [email protected] | |
Teri Greiner | Life Insurance Broker | ******2741 | [email protected] | |
Michael Rinker | Agency | ******3954 | [email protected] | |
Richard Sylvester | Leadership Team | *******0475 | [email protected] | |
Bill Martin | Vice President - Advanced Markets | *******3468 | [email protected] | |
Quentin Drew | Sales Manager | *******6509 | [email protected] | |
James Mosley | Representative | *******0261 | [email protected] | |
Jessica Vann | Field Underwriter | *******3602 | [email protected] | |
Mark Tate | To Make Protecting Your Family As Simple As | ******6251 | [email protected] | |
Glenn Davies | Chief Technology Officer | *******7418 | [email protected] | |
Derrick Smith | Independent Business Self Employed | ******9333 | [email protected] | |
Stefanie Mcdowell | Field Underwriter | *******0050 | [email protected] | |
Landon Cross | Life Insurance Agent | *******9220 | [email protected] | |
Scott Stricklin | Agency Builder | ******2746 | [email protected] | |
John Kleber | Insurance Broker | ******9177 | [email protected] |
Email Formats
Discover the email patterns used at Equis Financial to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| [email protected] | [email protected] | 45% |
| [email protected] | [email protected] | 30% |
| [email protected] | [email protected] | 15% |
| [email protected] | [email protected] | 10% |
View Email formats of the company.
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Technology Stack
Technology
Frequently Asked Questions
What is the address of Equis Financial's headquarters?
Equis Financial is headquartered at 83 S Tunnel Rd, Asheville, North Carolina, 28805, United States.
How can I contact Equis Financial by phone?
You can reach Equis Financial by calling their customer support number at (828) 299-9600.
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 336 employees.
Which industry is Equis Financial part of?
Equis Financial operates in the Insurance industry.
Which technologies are used by Equis Financial?
Equis Financial utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, Google Universal Analytics, Sentry.
Who is the Chief Executive Officer (CEO) of Equis Financial?
The CEO of Equis Financial is Gary Engle.
How can I get in touch with Equis Financial?
To contact Equis Financial, call (828) 299-9600 or visit their website at www.equisfinancial.com
Is Equis Financial a publicly traded company?
No, Equis Financial is a private company.
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 .
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