Equis Financial Inc.
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Equis Financial Inc. - overview
Established
2015
Location
Asheville, NC, US
Primary Industry
Insurance
About
Equis Financial Inc. is a financial services firm that specializes in providing insurance products and solutions for independent agents and agency builders, focusing on middle-income families across the United States. Founded in 2015 and headquartered in Asheville, US, Equis Financial Inc. operates as a financial services firm that offers a range of insurance solutions.
The company was acquired by Integrity Marketing Group, LLC in May 2020, though financial terms remain undisclosed. The leadership team includes CEOs Barry Clarkson, Kimberley Hehir, and Robert Miles. Equis Financial provides a variety of insurance products tailored for independent insurance agents and agency builders. Their offerings include life insurance, mortgage protection, retirement solutions, debt elimination, living benefits, and final expense insurance.
The company collaborates with over 15 carrier partnerships to support agents in addressing the diverse needs of middle-income families, operating mainly within the U. S. market and serving clients across states such as Missouri, Florida, Ohio, and Texas. Equis Financial utilizes a commission-based revenue model whereby independent agents earn compensation through the sale of insurance products and services.
This B2C model emphasizes personal relationships, enabling agents to effectively serve consumers. The company also provides advanced technology solutions to assist agents in managing leads and closing sales. Agents benefit from competitive commissions and bonuses based on their performance, alongside monthly stipends for business expenses. Equis Financial plans to utilize its recent acquisition by Integrity Marketing Group to enhance its expansion strategy.
Although specific new product launches have not been disclosed, the company is focused on broadening its market presence. The acquisition, finalized in May 2020, will support its initiatives in enhancing technology and agent support systems, aiming to increase operational efficiency and reach more clients in targeted geographic regions.
Current Investors
Integrity Marketing Group LLC
Primary Industry
Insurance
Sub Industries
Consulting Services, Insurance Intermediaries
Website
www.equisfinancial.com
Verticals
InsureTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Equis Financial Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Equis Financial Inc. | - |
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Equis Financial Inc. - employee data
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