When you know it’s time.

Time to make a change . . . for the better.

 

Time to simplify . . . without sacrificing the client’s well-being.

 

Time to add new capabilities . . . without breaking the bank.

 

Time to step up to a whole new level of success . . . and change more lives.

 

Time to add the power of community . . . and proven resources.

 

If it’s about time – maybe even a little more than past time – then you may have just found the right solution.

 

Now here’s how to thrive as a woman in the financial services industry!

Join Equita Financial Network and enjoy the benefits of our signature turnkey platform + a powerful community of entrepreneurial support.

All entrepreneurial financial planners have a wish list when it comes to building their business — the marketing, the technology suite, the “best practices,” the freedom, relationships and camaraderie. Fiduciary advisors also want ultimately to provide the the highest standards and best service offering they can for their clients — but quality solutions can be expensive, whether you’re just starting your business or are decades into running your own firm.

Enter Equita Financial Network: We provide everything female founders of financial planning firms need to provide a high-quality, client-centered service. Our turnkey platform will save you time and headaches — and is also likely to add a little more to your P&L’s bottom line. Our powerful community of like-minded female business leaders, will inspire and cheer you on (just as you inspire and cheer them on). You still have full ownership over your brand and your company — we just make it a lot easier for you to be successful.

Built by women for women in the financial planning profession, Equita Financial Network offers a proven solution and the opportunity for you to join a growing network of fee-only practitioners nationwide. And — hear ye, hear ye, hear ye — in 2023 we are unveiling a new and more flexible structure of support, thanks to the feedback of our current and prospective members. We can’t wait to speak with you…

And we’re so glad you found us!

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Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.