Equity Services, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Equity Services, Inc.

Team Bitscale

18 Mar 2026 — 1 min read

Equity Services, Inc.

Overview

Equity Services, Inc. (ESI) is a broker-dealer and Registered Investment Adviser (RIA) firm offering financial advisors personalized support, technology tools, and resources for business development. As a member of FINRA/SIPC and an affiliate of National Life Insurance Company, the firm enhances client relationships via strong partnerships with independent representatives.

ESI provides solutions ranging from technology for financial planning and operational support, to sales and marketing resources. Advisors utilize platforms such as eMoney, MoneyGuide Pro, and Wealthscape® for trading and risk management. The firm encourages collaboration and regulatory compliance, enabling advisors to focus more on their clients. Committed to integrating investments with fixed financial solutions, ESI serves advisors across multiple states in a responsive and service-focused environment.

Basic Information

Industry	financial services
Founded	1968
Revenue	$7M
Headquarters	1 National Life Drive, Montpelier, Vermont 05604-0001, United States

Contact Details

Phone: +1 616-942-2277
Website: equity-services.com
LinkedIn: linkedin.com/company/equity-services-inc

Key Focus Areas & Initiatives

Financial planning & investment products
Asset management
Investment management
Unified managed accounts
Relationship-based firm
Separately managed accounts
Portfolio management
B2B advisory platform
Client data aggregation
CRM software
Regulatory compliance
Alternative investments
Open architecture platform
Third-party asset managers
Financial advisory
Envestnet integration
Practice management services
Comprehensive product offerings
Social media marketing
Wealth management
Investment solutions
Broker-dealer services
RIA solutions
Solutions-driven business development
Finance consulting
Management consulting
Consumer internet services
Information technology & services
Marketing & advertising

Technologies Used

Akamai DNS
Amazon AWS
CloudFlare Hosting
Remote

Affiliated Organizations & Regional Branches

National Life Insurance Company

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