Equity Services
Financial Services • 
Montpelier, Vermont, United States • 101-200 Employees
Company overview
| Headquarters | 1 National Life Drive, Montpelier, Vermont 05604-0001, US |
| Phone number | +18003447437 |
| Websites | |
| NAICS | 52 |
| Keywords | Financial Planning And Investment Products |
| Founded | 1968 |
| Employees | 101-200 |
| Socials |
Key Contact at Equity Services
Equity Services Email Formats
Equity Services uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@nationallife.com), used 57.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@nationallife.com | 57.8% |
{first initial}{last name} | jdoe@nationallife.com | 35.6% |
{last name}{last name} | doedoe@nationallife.com | 6.7% |
About Equity Services
Since its founding in 1968, Equity Services, Inc. (ESI) has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's products and services are designed to form the critical foundation required to implement sophisticated planning and investing strategies which take advantage of today's opportunities while seeking to manage risk. As a member of National Life Group®, ESI is part of a diversified family of financial services companies providing investment professionals a comprehensive portfolio of financial products and services. ESI is a Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company – a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org), Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont, 05604, 802-229-3900. National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. TC143034(0724)3
Equity Services revenue & valuation
| Annual revenue | $7,036,454 |
| Revenue per employee | $39,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Equity Services has 70 employees across 12 departments.
Departments
Number of employees
Funding Data
Equity Services has never raised funding before.
Equity Services Tech Stack
Discover the technologies and tools that power Equity Services's digital infrastructure, from frameworks to analytics platforms.
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Security
JavaScript libraries
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Marketing automation
Security
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Miscellaneous
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