Equitable Advisors

Overview

Equitable Advisors is a financial services firm specializing in investment management and financial planning. Established in 1999, it has roots dating back to 1859 with the founding of the Equitable Life Assurance Society of the United States. Headquartered in New York City, it operates as a fee-based broker/dealer and registered investment adviser and is a wholly owned subsidiary of Equitable Holdings, Inc.

The firm employs more than 3,700 licensed financial advisors across all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands, managing approximately $27.9 billion in assets. Services offered include personalized financial planning, retirement strategies, and a wide range of insurance products for individuals, families, small businesses, and organizations. The company is recognized for its commitment to trust, integrity, and ethical standards.

Basic Information

Contact Details

• Phone: +1 866-444-6001
• Website: equitable.com
• LinkedIn: linkedin.com/company/equitable-advisors

Key Focus Areas & Initiatives

• employee benefit solutions
• retirement planning
• tax planning
• long-term care insurance
• regulatory compliance
• structured annuities
• employee benefits
• retirement readiness
• digital insurance
• financial education
• investment management
• diversified financials
• investment analytics
• digital transformation
• financial stability
• life insurance riders
• customer service
• financial advice
• client retention
• market innovation
• market trends
• legacy brand
• financial risk management
• insurance industry
• client wealth transfer
• financial resilience
• wealth transfer
• financial planning
• sustainable finance
• digital tools
• investment strategies
• customer-centric
• financial technology
• digital engagement
• retirement income calculator
• product innovation
• finance
• client management
• client support
• insurance solutions
• insurance products
• retirement solutions
• market insights
• wealth management for small businesses
• great wealth transfer
• insurance
• client data security
• direct life, health, and medical insurance carriers
• risk management
• client education programs
• wealth transfer planning
• financial literacy resources
• tax-deferred investments
• long-term savings
• market research
• automated financial planning
• long-term care
• financial advisory
• tax-efficient investing
• digital distribution
• investment products
• client engagement
• client portal
• market analysis
• annuities
• life insurance
• retirement planning tools
• group insurance plans
• financial products
• market volatility management
• esg investing
• client portfolio
• digital client portal
• client communication
• financial literacy
• brokerage services
• financial security
• financial analytics
• brokerage platforms
• retirement income strategies
• digital onboarding
• financial literacy for women
• retirement income
• risk assessment
• client experience
• financial strength
• client services
• insurance claims processing
• broker network
• women and investing
• wealth management
• indexed universal life insurance
• variable life insurance
• term life insurance
• 401(k) plans
• 403(b) plans
• 457(b) plans
• dental insurance
• vision insurance
• long-term disability insurance
• short-term disability insurance
• critical illness insurance
• accident insurance
• hospital indemnity insurance
• retirement strategies
• structured capital strategies
• tax support
• market volatility
• financial professionals
• personalized financial plans
• tax calculators
• client strategies
• market history
• investment options
• tax-efficient distributions
• employee benefits brokers
• registered investment advisers
• investment opportunities
• insurance claims
• retirement security
• legacy planning
• systematic withdrawals
• financial freedom
• socially responsible investing
• diversity and inclusion
• client relationships
• b2b
• b2c
• distribution
• finance technology
• information technology & services
• long term care
• financial consulting
• consulting
• management consulting

Technologies Used

• ASP.NET
• Adform
• Adobe Media Optimizer
• Amcharts JS Library
• AppNexus
• Bazaarvoice
• Bing Ads
• Bootstrap Framework
• BugHerd
• Cedexis Radar
• CloudFlare Hosting
• DoubleClick Floodlight
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Genesys
• Genesys Cloud CX Platform
• Google Analytics
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Play
• Google Tag Manager
• IBM Websphere
• Linkedin Marketing Solutions
• Microsoft Azure Hosting
• Microsoft Office 365
• Mobile Friendly
• MongoDB
• ON24
• OneTrust
• Outlook
• Qualtrics
• Rackspace MailGun
• Remote
• Ruxit
• SiteCore
• Taleo
• Tealium
• The Trade Desk
• Typekit
• Vimeo
• WordPress.org
• YouTube

Affiliated Organizations & Regional Branches

• Alpha Units Holdings, Inc.