BizEquity

BizEquity

Financial-Services

Philadelphia, Pennsy...
United States
Company Tagline

The platform where advisors drive real conversations and real outcomes with business owners.

Industry Category
Financial-Services
Company Description

BizEquity is a leading provider of financial services, offering a cutting-edge platform that empowers advisors to foster meaningful conversations and achieve tangible results with business owners. BizEquity's innovative valuation software enables financial professionals to generate precise, on-the-spot business valuations and insightful business intelligence for their clientele. Financial advisors, accountants, business coaches, insurance agents, and bankers leverage BizEquity’s cloud-based platform to enhance the value they deliver to clients, distinguish their service offerings, unlock additional revenue streams, and forge connections with prospective clients.

Located at 510 Walnut St, 400, Philadelphia, Pennsylvania 19106, US, with additional locations at 123 S Broad St, Suite 1000, Philadelphia, Pennsylvania 19109, US, and 435 Devon Park Drive, BLDG 500, Wayne, PA 19087, US, BizEquity has transformed the traditionally expensive, time-consuming, and complex valuation process into a streamlined and cost-effective solution. Developed and maintained by seasoned valuation experts, BizEquity collaborates with over 850 premier professional advisory firms across the US, Europe, and Asia. The company's patented software is utilized by prominent financial services firms, including TD Bank, UBS, PNC, Northwestern Mutual, Equitable, and Goldman Sachs, along with over 750 other financial services firms and over 4,000 advisors.

Acquired by ACBJ in 2019, BizEquity is dedicated to empowering financial services firms to effectively engage with business owner clients, enabling them to discover their worth and achieve their financial goals. We invite the management team at BizEquity to further enhance your company's presence on our platform by creating a customized and exclusive company showcase and product listing.

Key Personnel / Employees
Joseph Sanginiti Rob Garibay Peter Tefft Mario Evangelist

Compare Companies Side by Side

Compare BizEquity with 3 companies in Financial-Services

4 Companies
Comparison Field
BizEquity
BizEquity
Main Company
ATLAS Navigators LLC
ATLAS Navigators LLC
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Choice International Limited
Choice International...
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Independence Wealth Advisors
Independence Wealth...
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Founded Year
2010 1993 2018
Company Size
201-500 1,001-5,000 2-10
City
Philadelphia, Pennsylvania Colorado Springs, Colorado Mumbai, Maharashtra Independence, Ohio
Country
United States United States India United States
Skills & Keywords Comparing with main company
11 Total Skills
Financial Services Business Valuation Financial Advisory Wealth Management Financial Planning Insurance Management Consulting Financial Advising Business Optimization Accounting Exit Planning
19 Total 19 Unique
Unique Skills:
Audit Bookkeeping Business Advisory Certified Public Accountant Consulting Financial Audit +13
17 Total 17 Unique
Unique Skills:
Advisory Business Advisory Capital Advisory Corporate Finance Debt Equity +11
8 Total 8 Unique
Unique Skills:
Asset Managment Comprehensive Planning Education Planning Finance Investing Retirement Planning +2
4
Total Companies
1993
Oldest Founded
2
Countries
53
Unique Skills

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Alternative Company Names

This company is also known as

BizEquity