Insights

Strategic niche Target 1031 exchange clients and real estate investors seeking compliant, neutral intermediary services; emphasize Equity Advantage's long-standing history since 1991 and nationwide partnerships to build trust with brokers, attorneys, and property owners.

Growth signals Revenue range indicates a sizable mid-market intermediary with potential for scale; upsell opportunities with larger portfolio clients or syndicated exchanges; leverage participation in industry events like the Real Estate & Tax Summit to generate leads.

Tech leveraging Utilize the tech stack (WordPress, Google Workspace, iCIMS, analytics tools) to streamline client onboarding, CRM workflows, and performance marketing; propose enhancements or integrations to improve deal velocity and client reporting.

Market positioning Position as client-centric intermediary focused on destinations rather than deals; highlight relationships with property owners, investors, and legal counsels to differentiate from competitors and cross-sell related services (tax planning, legal counsel referrals).

Event opportunities Capitalize on industry event participation to cultivate strategic partnerships, sponsorships, and speaking engagements; target real estate professionals attending tax and 1031-focused summits for high-intent outreach.

Similar companies to Equity Advantage, Incorporated

Equity Advantage, Incorporated Tech Stack

Equity Advantage, Incorporated uses 8 technology products and services including Microsoft Advertising, iCIMS, Beaver Builder, and more. Explore Equity Advantage, Incorporated's tech stack below.

Equity Advantage, Incorporated's Email Address Formats

Equity Advantage, Incorporated uses at least 2 email formats:
Equity Advantage, Incorporated Email FormatsExamplePercentage
FLast@1031exchange.comJDoe@1031exchange.com
81%
First@1031exchange.comJohn@1031exchange.com
19%

Frequently Asked Questions

What is Equity Advantage, Incorporated's phone number?

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You can contact Equity Advantage, Incorporated'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 Equity Advantage, Incorporated's official website and social media links?

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Equity Advantage, Incorporated's official website is 1031exchange.com and has social profiles on LinkedIn.

How much revenue does Equity Advantage, Incorporated generate?

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As of September 2026, Equity Advantage, Incorporated's annual revenue is estimated to be $25M - $50M.

What is Equity Advantage, Incorporated's SIC code and NAICS code?

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Equity Advantage, Incorporated's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Equity Advantage, Incorporated have currently?

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As of September 2026, Equity Advantage, Incorporated has approximately 19 employees across 1 continents, including North America. Key team members include Real Estate Agent: R. A. and Transaction Coordinator: R. H. Explore Equity Advantage, Incorporated's employee directory with LeadIQ.

What industry does Equity Advantage, Incorporated belong to?

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Equity Advantage, Incorporated operates in the Financial Services industry.

What technology does Equity Advantage, Incorporated use?

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Equity Advantage, Incorporated's tech stack includes Microsoft Advertising, iCIMS, Beaver Builder, WordPress, Google Workspace, Swiper, PHP and Piwik PRO Core.

What is Equity Advantage, Incorporated's email format?

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Equity Advantage, Incorporated's email format typically follows the pattern of FLast@1031exchange.com. Find more Equity Advantage, Incorporated email formats with LeadIQ.

When was Equity Advantage, Incorporated founded?

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Equity Advantage, Incorporated was founded in 1991.
Equity Advantage, Incorporated logo

Equity Advantage, Incorporated

Financial ServicesOregon, United States11-50 Employees

Equity Advantage, Incorporated operates as a qualified intermediary in the financial services sector, specializing in IRS-approved 1031 exchanges that allow investors to defer capital gains by exchanging like-kind properties. The firm partners with property owners, investors, legal counsels, and brokers nationwide to guide Exchangors through the exchange process in accordance with current rules, emphasizing careful assessment and neutral facilitation by a trusted intermediary. Based in Portland, Oregon, the company has been serving clients since 1991 and emphasizes a client-focused philosophy that prioritizes helping individuals reach their stated goals rather than pursuing transactions alone. The organization serves a market of real estate investors and professionals seeking tax-efficient property exchanges and relies on established relationships to support complex, multi-party exchanges. In August 2025, Equity Advantage participated in the Real Estate & Tax Summit, reflecting engagement with industry events to connect with its client base and peers.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Equity Advantage, Incorporated's revenue is estimated to be in the range of $25M - $50M

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