Verified
Equis Financial
Insurance
Founded: 2015
Headquarters: 83 S Tunnel Rd, Asheville, North Carolina, 28805, United States
Overview
Location
North Carolina, United States
Headquarter
83 S Tunnel Rd, Asheville, North Carolina, 28805, United States
Contact Number
(828) 299-9600
No of Employees
336 Employees
Industry
Insurance
Contact Email
contactus@equisfinancial.com
Company Type
Private Company
Website
Founded
2015
CEO
Gary Engle
Codes
SIC Code 64,641 | NAICS Code 52,524
Annual Revenue
$31.5 Million
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Company Overview
Equis Financial is a leading marketing insurance organization for independent insurance agents and agency builders. Equis offers a wide array of insurance products, including final expense, mortgage protection, college funding and retirement planning. With 80 years of combined executive experience, Equis bring relationships with some of the industry's top insurance carriers to serve Americans nationwide. Founded in 2015, Equis Financial is headquartered in Asheville, North Carolina. In 2020, Equis expects to produce more than $100 million of annualized premium through final expense, mortgage protection, living benefits and financial planning products.
Employees by Level
C-Level
9
VP-Level
10
Director
11
Manager
63
Non-Manager
169
Top Contacts
497
Top C-suite Members of Company
Connect with key decision-makers at Equis Financial. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Gary Engle | Chief Executive Officer | g****e@equisfinancial.com | |
| Allen Garber | Chief Operating Officer | a****r@equisfinancial.com | |
| Hiroyuki Tanaka | General Manager | h****a@equisfinancial.com | |
| Matthew Dixon | Director, National of Business Expansion | m****n@equisfinancial.com | |
| Bill Martin | Vice President, Sales & Marketing | b****n@equisfinancial.com | |
| Allen Garber | Chief Operating Officer | a****r@equisfinancial.com | |
| Tab Kolehouse | Chief Executive Officer & National Sales Dire | t****e@equisfinancial.com | |
| Gary Engle | Chief Executive Officer | g****e@equisfinancial.com | |
| Lesa Kurtz | Sales Manager | l****z@equisfinancial.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
David Wilson | Managing Member | *******1091 | d.......n@realestaterg.com | |
Doron Pollak | Mortgage Protection | ******9487 | d.......k@gmail.com | |
Denise Daly | Life Insurance Specialist | *******9939 | d.......y@msn.com | |
Julie Russell | Field Underwriter | *******2057 | j.......l@osbcb.com | |
Elizabeth Garth | Independent Sales Agent | *******4277 | e.......8@gmail.com | |
Rikki Gruden | Field Underwriter | ******5115 | r.......m@aol.com | |
Trina Keene | Mortgage Protection Specialist | *******7428 | t.......e@larsonfinancial.com | |
Chris Tinsman | Richmond Regional Manager | ******7655 | c.......9@gmail.com | |
Rodney Smith | Agent | ******3561 | f.......u@gmail.com | |
Karen Olsson | Owner-karen Olsson And Associates Llc Powered By Equis Financial | ******5087 | c.......n@juno.com | |
Linda Gilfillan | Consultant | ******3525 | t.......2@yahoo.com | |
Tom Poitras | Field Underwriter | ******2435 | t.......s@bancroft.org | |
Mark Stromeyer | Producer | ******0803 | m.......s@loves.com | |
Fadell Pitts | Licensed Independent Life Insurance Agent | ******7992 | f.......s@gmail.com | |
Freddie Morrison | Insurance Consultant | ******8472 | f.......n@equisfinancial.com | |
Claude Flom | Life Insurance Agent | *******6141 | c.......m@equisfinancial.com | |
Jana Millspaugh | Contract | ******6251 | j.......h@sitel.com | |
Jennifer Depasquale | Insurance Agent | ******3685 | j.......e@vivint.com | |
Dan Lambert | Sales Representative | ******9333 | d.......t@equisfinancial.com | |
Jamal Harrison | Field Underwriter And Area Manager | ******8301 | b.......t@aol.com | |
Joseph Gibbons | Independent Business Owner | ******2302 | j.......s@willscot.com | |
Rod Randolph | Field Underwriter Insurance Producer | *******8033 | r.......d@realtor-rod.com | |
Angela Chillis | Field Underwriter | *******4006 | a.......s@openarmscare.org | |
Jess Mindel | Agency | *******5251 | j.......l@equisfinancial.com | |
Todd Andre | Field Underwriter | *******9526 | t.......e@equisfinancial.com | |
Tracey Hickey | Hiring Representative | ******4327 | t.......h@yahoo.com | |
Michael Williams | Distribution Specialist | ******7240 | a.......2@houston.rr.com | |
Paul Gourley | Field Underwriter | ******1392 | p.......y@bigfoot.com | |
Fredrick Wilson | Field Agent | ******9079 | b.......8@charter.net | |
Roy Crigger | Licensed Underwriter | ******0879 | r.......r@holtcat.com | |
Michael Tirrell | Recruiter And Field Underwriter | ******2229 | 7.......p@gmail.com | |
Kathleen Vogel | Licensed Insurance Agent | ******0278 | k.......l@gillmannservices.com | |
Michael Purcell | Field Underwriter | *******1012 | m.......l@cgsarchitects.com | |
George Castillo | Field Underwriter | ******0133 | g.......o@yahoo.com | |
Kimberly Middleton | Insurance Agent | ******4238 | k.......p@yahoo.com | |
Rodney Case | Manager | ******9632 | r.......e@aegislabs.com | |
Jeffrey Smith | Insurance Underwriter | ******3957 | j.......9@bex.net | |
Johnnie Brooks | National Sales Manager | ******9333 | j.......s@bellsouth.net | |
Nanette Gromek | Insurance Agent | ******6072 | n.......k@equisfinancial.com | |
Jason Patello | Agency Manager | ******1140 | j.......o@equisfinancial.com | |
Vicki Janicki | Field Underwriter | *******8425 | v.......i@equisfinancial.com | |
Neal Rowland | Independent Life Insurance Broker | ******3948 | n.......d@equisfinancial.com | |
Tab Kolehouse | Field Underwriter | *******6509 | t.......e@huntington.com | |
Anthony Dicarlo | Feild Underwriter | ******2464 | d.......y@gmail.com | |
Billy Pierce | Territory Sales | ******7136 | b.......e@xerox.com | |
Drew Wales | District Manager | ******2725 | d.......s@thelimucompany.com | |
D'metrid James | Franchise Owner | ******6216 | d.......s@equisfinancial.com | |
Kent Kilpatrick | Agency Manager | *******9390 | k.......k@mspark.com | |
Chris Sancrante | Director Of Business Development | ******1567 | c.......e@abcfinancial.com | |
Karen Constantinides | Sales Sales Support | ******0429 | k.......s@equisfinancial.com | |
Erika Evans | Insurance Broker | *******2458 | e.......e@state.gov | |
Klen Perkins | District Manager | *******3137 | k.......s@axelacare.com | |
Joseph Cortes | Client Service Representative | ******3385 | j.......s@movement.com | |
Matthew Weiner | Licensed Agent Agency | ******4957 | m.......r@equisfinancial.com | |
April Pickney | Insurance Agent | ******8152 | r.......y@ymail.com | |
Brian Raines | Field Underwriter | *******1001 | b.......g@gmail.com | |
Michele Windom | Senior Field Underwriter And Sales Manager | ******4712 | m.......1@aol.com | |
Jess Mindel | Field Underwriter | *******5251 | m.......j@insightcom.com | |
Susan Evans | Insurance Broker | *******4339 | s.......s@lhcgroup.com | |
Anthony Ashley | Financial Advisor | ******1419 | a.......1@yahoo.com | |
Tom Sandoz | Agent | ******0205 | t.......3@q.com | |
Travis Tate | Producer | ******8294 | t.......e@equisfinancial.com | |
Alaina Anderson | Communications | ******9333 | a.......n@equisfinancial.com | |
Stephanie Maus | Insurance Agent | ******7501 | s.......s@medstarhealth.org | |
Rob Rouse | Independent Field Underwriter | *******3000 | r.......e@amsc.com | |
Alonzo Hall | Independent Agent | *******9932 | a.......l@lfg.com | |
Brad Stapleton | Field Underwriter | *******1799 | b.......s@ix.netcom.com | |
Jennifer Hastings | Field Underwriter | ******3318 | j.......s@seminolelake.net | |
Miguelina Daniels | Equis Financial | ******4572 | m.......s@nerium.com | |
Peter Geyelin | Agent And Underwriter Life And Annuities | ******4086 | p.......n@yahoo.com | |
Tyler Bosch | Life Insurance Agent | ******8047 | t.......h@legalshield.com | |
Don Sosebee | Sales Manager | *******9662 | d.......e@anpac.com | |
Timothy Creel | Insurance Agent | ******0789 | a.......l@hotmail.com | |
Michael Richey | Senior Sales Executive | ******4671 | m.......y@hardingpoorman.com | |
Walt Matzek | Field Underwriter | ******7573 | w.......k@sprint.com | |
Cassandra Dostourian | Agency Manager | ******5517 | c.......n@equisfinancial.com | |
Kody Pruitt | Staff Accountant | ******4666 | k.......t@wm.com | |
Steve Bedgood | Insurance Broker | *******5924 | s.......d@fbinsmi.com | |
Lesa Kurtz | Field Underwriter | ******5926 | l.......9@comcast.net | |
David Sexton | Field Underwriter | *******2431 | d.......r@yahoo.com | |
Steve Smith | Managing Agent | ******1878 | n.......4@aol.com | |
Stella Gozzarelli | Life Insurance Agent | ******1880 | e.......1@peoplepc.com | |
Stephen Hadder | Field Underwriter | *******6568 | s.......r@me.com | |
Audrey Wells | Manager And Senior Field Underwriter Wells Agency | *******4982 | a.......s@sfglife.com | |
Aaron Paul | Life Annuities Broker | ******4364 | a.......l@equisfinancial.com | |
Ov Garner | Insurance Agent | *******4961 | o.......r@bedbath.com | |
Teri Greiner | Life Insurance Broker | ******2741 | t.......z@mac.com | |
Michael Rinker | Agency | ******3954 | m.......r@equisfinancial.com | |
Richard Sylvester | Leadership Team | *******0475 | r.......r@equisfinancial.com | |
Bill Martin | Vice President - Advanced Markets | *******3468 | b.......n@rc-insurance.com | |
Quentin Drew | Sales Manager | *******6509 | q.......w@wellsfargo.com | |
James Mosley | Representative | *******0261 | w.......s@yahoo.com | |
Jessica Vann | Field Underwriter | *******3602 | j.......n@blackplanet.com | |
Mark Tate | To Make Protecting Your Family As Simple As | ******6251 | m.......e@equisfinancial.com | |
Glenn Davies | Chief Technology Officer | *******7418 | g.......s@twcny.rr.com | |
Derrick Smith | Independent Business Self Employed | ******9333 | d.......h@equisfinancial.com | |
Stefanie Mcdowell | Field Underwriter | *******0050 | s.......l@marriott.com | |
Landon Cross | Life Insurance Agent | *******9220 | l.......s@wilburellis.com | |
Scott Stricklin | Agency Builder | ******2746 | s.......n@att.net | |
John Kleber | Insurance Broker | ******9177 | j.......r@prodrivers.com |
Email Formats
Discover the email patterns used at Equis Financial to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
Technology
Frequently Asked Questions
What is the address of Equis Financial's headquarters?
Equis Financial is headquartered at 83 S Tunnel Rd, Asheville, North Carolina, 28805, United States.
How can I contact Equis Financial by phone?
You can reach Equis Financial by calling their customer support number at (828) 299-9600.
What is the official website for Equis Financial?
You can visit Equis Financial's official website at www.equisfinancial.com.
How much revenue does Equis Financial generate?
Equis Financial reports an annual revenue of approximately $31.5 Million.
What is the SIC code for Equis Financial?
The Standard Industrial Classification (SIC) code for Equis Financial is 64,641.
What is the NAICS code for Equis Financial?
Equis Financial falls under the NAICS code 52,524.
How many people work at Equis Financial?
Equis Financial has a workforce of about 336 employees.
Which industry is Equis Financial part of?
Equis Financial operates in the Insurance industry.
Which technologies are used by Equis Financial?
Equis Financial utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, Google Universal Analytics, Sentry.
Who is the Chief Executive Officer (CEO) of Equis Financial?
The CEO of Equis Financial is Gary Engle.
How can I get in touch with Equis Financial?
To contact Equis Financial, call (828) 299-9600 or visit their website at www.equisfinancial.com
Is Equis Financial a publicly traded company?
No, Equis Financial is a private company.
Who are the main competitors of Equis Financial?
Key competitors of Equis Financial include American Assurance USA, AccuQuote, Asurea, Barnes Life Solutions
Which companies has Equis Financial acquired?
Acquisitions by Equis Financial include The Copeland Group, Hovis and Associates, Assurance Group, Modern Insurance Marketing .
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