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Equis Financial

Company profile · headcount, org chart & B2B contacts

Insurance United States B2B Est. 2015
12 Decision makers
5,000 Employees
2015 Founded

Organizational Chart of Equis Financial

Roles identified within Equis Financial's leadership team, based on public professional data.

Department

Equis Financial's Full Organizational Chart

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Job title Department People Action

Decision-maker contacts at Equis Financial

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Decision makers at Equis Financial

12 identified 4 C-Level 4 VP 4 Directors
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Team Structure headcount by department

Sales
400
Finance
295
Other
44
General Management
37
Consulting
32
HR
10
Marketing
10
Legal
9

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About Equis Financial

Equis Financial operates in the Insurance industry, based in United States. The company was founded in 2015 and has a workforce of roughly 5,000 people. Within the wider Financial Services sector, Equis Financial focuses on the Insurance segment. Equis Financial is a B2B company, primarily serving business clients and professional organisations. Use this page to review Equis Financial's industry, headcount, location and hiring signals, and to reach verified B2B contacts before your next outreach.

Activity & Market

Equis Financial operates in the Insurance segment, part of the broader Financial Services sector. As a B2B company, Equis Financial primarily serves business clients and professional organisations. The company is categorised as “Privately held”.

How to prospect Equis Financial's departments

Sales

This is where the company's largest headcount sits (400 people). Sales leaders respect good selling: a sharp, well-researched approach is your best credential.

Finance

The company's second-largest department (295 people). Build your pitch around ROI, payback period and risk reduction: the language this department speaks.

Other

This department counts 44 people. Mixed profiles gather here: a discovery-first approach works better than a packaged pitch.

General Management

37 people work in this department. General management thinks in strategic priorities: link your value proposition to one of theirs or you will not get a reply.

Consulting

A team of 32 people. These profiles sell advice for a living: come with a sharp point of view, not a generic pitch.

HR

This department counts 10 people. Recruitment efficiency, onboarding and retention are the priorities to anchor your outreach on.

FAQ Equis Financial

What industry does Equis Financial operate in?

Equis Financial is active in the Insurance industry, specifically in the Financial Services category.

How many employees does Equis Financial have?

Equis Financial has approximately 5,000 employees (in the 1001-5000 range). This figure is an estimate to help qualify the account, not a legally certified number.

How do I find contacts at Equis Financial?

Zeliq lets you identify decision makers at Equis Financial, enrich their professional contact details (verified emails and direct phone numbers), and launch targeted multichannel prospecting sequences.

Where is Equis Financial headquartered?

Equis Financial is headquartered in United States.

What is the organizational chart of Equis Financial?

Based on public professional data, Equis Financial's organizational chart includes roles such as CEO, Agency Owner, Vice President of Final Expense, Vice President - Retirement Solutions, Director of Administrative Services and Agent Relations, Director of Provider Relations. Zeliq lets you find the verified contact details behind each of these roles.

Why use this data before prospecting Equis Financial?

With Equis Financial's firmographics and business signals at hand, you can prioritise the account, personalise your approach, and contact the right people straight away.