Insights

Integrity Network Equis Financial's integration into Integrity Marketing Group since 2020 provides access to a broader life and health product portfolio and distribution network, enabling cross-sell partnerships with carriers, marketing services, and tech solutions across a large ecosystem.

Large Agent Network With a sizable independent agent base and organizational scale, there is a strong market for exclusive leads, agency-building tools, training platforms, and revenue-sharing partnerships to boost agent productivity.

Digital Marketing Readiness Active use of performance marketing and digital channels signals openness to digital lead generation, analytics, and video-driven training and onboarding to accelerate growth.

Mortgage & Living Benefits Core offerings in mortgage protection and living benefits open cross-sell opportunities with mortgage lenders, banks, and financial planners to deepen product penetration.

Enterprise Scale Solutions Large-scale revenue and distributed operations indicate a need for enterprise-grade tech such as CRM, commissions management, and onboarding platforms to support a broad agency network.

Equis Financial Tech Stack

Equis Financial uses 8 technology products and services including DoubleClick Floodlight, Open Graph, WordPress, and more. Explore Equis Financial's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Open Graph
    Content Management System
  • WordPress
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Moment.js
    Javascript Libraries
  • YouTube
    Video Players
  • Zoom
    Web Conferencing

Equis Financial's Email Address Formats

Equis Financial uses at least 1 format(s):
Equis Financial Email FormatsExamplePercentage
FLast@equisfinancial.comJDoe@equisfinancial.com
87%
FirstLast@equisfinancial.comJohnDoe@equisfinancial.com
8%
FirstL@equisfinancial.comJohnD@equisfinancial.com
4%
First.Last@equisfinancial.comJohn.Doe@equisfinancial.com
1%

Frequently Asked Questions

What is Equis Financial's phone number?

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You can contact Equis Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Equis Financial's official website and social media links?

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Equis Financial's official website is equisfinancial.com and has social profiles on LinkedIn.

What is Equis Financial's SIC code NAICS code?

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Equis Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Equis Financial have currently?

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As of July 2026, Equis Financial has approximately 1.3K employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: S. S.Vice President Of Agency Development: R. J.Vice President Of Final Expense: J. B.. Explore Equis Financial's employee directory with LeadIQ.

What industry does Equis Financial belong to?

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Equis Financial operates in the Insurance industry.

What technology does Equis Financial use?

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Equis Financial's tech stack includes DoubleClick FloodlightOpen GraphWordPressJSON-LDjQueryMoment.jsYouTubeZoom.

What is Equis Financial's email format?

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Equis Financial's email format typically follows the pattern of FLast@equisfinancial.com. Find more Equis Financial email formats with LeadIQ.

When was Equis Financial founded?

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Equis Financial was founded in 2015.
Equis Financial logo

Equis Financial

InsuranceColorado, United States1001-5000 Employees

Equis Financial is an Insurance Marketing Organization that supports independent agents and agency builders in the life and health insurance space. The company provides a structured program that leverages technology, an exclusive lead program, a broad product portfolio, and comprehensive training to help agents grow their own businesses. Its offerings include life protections such as mortgage protection, final expense, and living benefits, alongside retirement solutions like debt elimination. Based in the Air Force Academy area of Colorado, Equis Financial operates within the United States as part of the insurance distribution ecosystem. It is a sizable organization within this space. In May 2020, Equis Financial was acquired by Integrity Marketing Group, a national distributor of life and health insurance products, to support combined growth.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2015
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    Equis Financial's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Equis Financial's revenue is estimated to be in the range of $1B$10B

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