The platform where advisors drive real conversations and real outcomes with business owners.
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.
Compare BizEquity with 3 companies in Financial-Services
| Comparison Field |
BizEquityMain Company |
ATLAS Navigators LLCView Profile |
Choice International...View Profile |
Independence Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2010 | 1993 | 2018 |
|
Company Size
|
— | 201-500 | 1,001-5,000 | 2-10 |
|
City
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Philadelphia, Pennsylvania | Colorado Springs, Colorado | Mumbai, Maharashtra | Independence, Ohio |
|
Country
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United States | United States | India | United States |
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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
|
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