About Equitable
Equitable is a company based in New York (United States) founded in 1859. It operates as a Professional Services. Equitable has completed 1 acquisition, including Penn Advisors. Equitable offers products and services including Retirement Planning and Insurance Products. Equitable operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter New York, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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Latest Funding Round
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Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Equitable
Equitable offers a comprehensive portfolio of products and services, including Retirement Planning and Insurance Products. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Retirement solutions are provided for long-term financial security.
Insurance coverage is offered to protect financial well-being.
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Software Development Team
79 people
Finance and Accounting
62 people
Leadership Team
40 people
Sales and Marketing
33 people
Legal and Compliance
27 people
Head Team
14 people
Operations Team
14 people
Lead Team
12 people
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Funding Insights of Equitable
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Equitable
Equitable has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Penn Advisors. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Financial advisory services are provided to clients nationwide.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Equitable
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Equitable Comparisons
Competitors of Equitable
Equitable operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Provider of banking related services
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Equitable
When was Equitable founded?
Equitable was founded in 1859.
Where is Equitable located?
Equitable is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Equitable do?
Equitable is established as a financial services company with a legacy of over 160 years, specializing in retirement planning and protection solutions. Services are provided to individuals, financial professionals, and employers through subsidiaries under Equitable Holdings, Inc. The company is dedicated to helping clients secure financial well-being with offerings in insurance and annuities. Operations are supported across sectors like life insurance, with a mission to enable long and fulfilling lives for clients. Solutions are tailored to meet diverse needs through courage, strength, and wisdom as core values.
Who are the top competitors of Equitable?
Equitable's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Equitable offer?
Equitable offers Retirement Planning and Insurance Products.
How many acquisitions has Equitable made?
Equitable has made 1 acquisition, including Penn Advisors.