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

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

Updated March 18, 2026
Public ProfileLinkedInLinkedIn Profile

Equity Services, Inc.

Employees66
Revenue$7M

Industry & Market

Primary Industry
financial services
Location
Montpelier, Vermont, United States

Funding Information

Annual Revenue
$7,036,000
Publicly traded company

Headcount Distribution

Total Employees
66
Departments
19

By Department

Department Breakdown

Finance
Business Development
Operations
Education
Sales
Accounting
Others

Keywords & Focus Areas

financial planning & investment productsother financial investment activitiesasset managementinvestment managementunified managed accountsfinancial planninginvestment minimumsservicesrelationship-based firmseparately managed accountsportfolio managementb2badvisory platformclient data aggregationcrm softwareregulatory compliancealternative investmentsopen architecture platformthird-party asset managersfinancial advisory+10 more
30 total keywords

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.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
Equity Services, Inc.
Headquarters
1 National Life Drive, Montpelier, Vermont 05604-0001, US
Founded
1968
Industry
financial services

Technology Stack

Analytics & Tracking

Not found

Social & Marketing

Not found

Database & Backend

Not found

Cloud & Infrastructure

Amazon AWSCloudFlare Hosting

Productivity

Not found

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