BizEquity Email Format

Financial ServicesPennsylvania, United States11-50 Employees

BizEquity is a financial services company headquartered in Philadelphia, Pennsylvania, that provides valuation software enabling financial professionals to generate on-the-spot business valuations and client insights via a cloud-based platform. Its tools are used by financial advisors, accountants, business coaches, insurance agents, and bankers to deliver greater client value, differentiate services, and create additional revenue opportunities. The software is developed by valuation experts and is used by more than 850 professional advisory firms across the US, Europe, and Asia, with distribution through major firms such as TD Bank, UBS, PNC, Northwestern Mutual, Equitable, Goldman Sachs, and other firms, totaling over 750 partners and more than 4,000 advisors. BizEquity was acquired by American City Business Journals (ACBJ) in 2019, which expanded its ability to help financial services firms reach business-owner clients and determine their worth. The company employs between 11 and 50 people and is located at 510 Walnut Street, Suite 400, Philadelphia, PA 19106. It has pursued product innovations, including the Industry Finder NAICS search tool in 2024 and platform innovations announced in 2026.

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