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How To Grow Your Financial Advisor Business With Equita Financial Network

Your Firm, Fully Supported

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EquitaFN is the shortcut to the firm you’ve been trying to build-without spending the next 4-6 months (or more) figuring it out alone.

The Challenges of Financial Advisor Growth - And How EquitaFN Solves Them

The Challenge

  • Building an independent firm means navigating compliance, technology, and operations, often alone and without a roadmap.
  • Piecing together vendors, software, and service providers is expensive, time-consuming, and overwhelming.
  • Missing a peer group that truly understands your situation, it’s easy to feel uncertain and isolated.
  • Growing your firm while managing day-to-day operations leaves little room for strategic thinking.
  • Planning for succession or continuity feels complicated and is always at the bottom of a to-do list.

The EquitaFN Solution

  • EquitaFN’s Signature Platform handles all things backend: compliance, technology, investment management, and operations. We have one turnkey platform. Everything you need to run a comprehensive financial planning firm.
  • A thriving female financial advisor community network that consistently collaborate and show up for each other during both the highs and lows.
  • EquitaFN’s partner ecosystem, from investment platforms to 1:1 coaching, gives you the infrastructure and support to confidently scale.
  • EquitaFN’s Succession Advantage™ and trusted succession planning partners make it straightforward to protect the future of your firm.

The Challenge

The EquitaFN Solution

  • Building an independent firm means navigating compliance, technology, and operations, often alone and without a roadmap.
  • Equita's Signature Platform handles all things backend: compliance, technology, investment management, and operations.
  • Piecing together vendors, software, and service providers is expensive, time-consuming, and overwhelming.
  • We have one turnkey platform. Everything you need to run a comprehensive financial planning firm.
  • Without a peer group that truly understands your situation, it's easy to feel uncertain and isolated.
  • A thriving female financial advisor community network that consistently collaborate and show up for each other during both the highs and lows.
  • Growing your firm while managing day-to-day operations leaves little room for strategic thinking.
  • Equita's partner ecosystem, from investment platforms to 1:1 coaching, gives you the infrastructure and support to confidently scale.
  • Planning for succession or continuity feels complicated and is always at the bottom of a to-do list.
  • Equita's Succession Advantage® and trusted succession planning partners make it straightforward to protect the future of your firm.

Meet the Women Building With EquitaFN

Women financial advisors discussing growth strategies

-Name, Firm Name, Location

Financial advisor writing business growth notes

-Name, Firm Name, Location

Disclaimer: These testimonials were given by Equita Financial Network members. No cash compensation was provided for the testimonial, and there are no material conflicts of interest on the part of the person giving the testimonial resulting from their relationship with Equita Financial Network. Future results cannot be guaranteed. Each member’s experience will differ. Names shortened for privacy reasons.

The Ecosystem Powering Every EquitaFN Member Firm

CRM & Portfolio Management

Advyzon

All-in-one wealth management platform- CRM, portfolio management, trading, rebalancing, client portal, billing, and secure document storage plus full access to Advyzon Investment management for investment solutions.

Financial Planning Software

eMoney

Comprehensive cash-flow based planning, interactive client portal, account aggregation, and secure document storage.

Custodians

Charles Schwab

Industry-leading custody, trading, and support services for independent investment advisory firms.

Custodians

TIAA

Custodial services

Portfolio Management Solutions

East Bay Investment Solutions

Outsourced CIO services- model portfolio oversight, including investment solutions with a curated model unique to EquitaFN, due diligence, market commentary, and a dedicated trading team for member firms.

Insurance & Risk Management

Box Insurance Agency

Comprehensive, tailored insurance programs- E&O, cyber liability, and wire fraud protection- designed specifically for EquitaFN member firms.

Trading Platform

Advisor Logistics

Seamless daily trading, portfolio monitoring, and custom trading solutions- so advisors spend less time on execution and more time on clients.

Compliance

Financial Planners Assistance Corp. (FPAC)

Full compliance support- policy development, marketing review, regulatory filings, and ongoing compliance guidance for EquitaFN and its member firms

Back Office & Client Service Support

Virtual Partners Group (VPG)

Specialized back office and client service support- new accounts, custodian coordination, money movements, and client communication

Retirement Account Management

Absolute Capital

End-to-end management of workplace retirement accounts- 401(k), 403(b), and 457 plans- integrated seamlessly alongside broader client financial plans.

Community Partnership

Women's Alliance of Financial Advisors

A shared commitment to advancing women’s leadership and inclusion across the financial planning profession.

Explore Our Membership
Women in financial planning having a group discussion

Plus, Financial Advisor Succession Solutions Tailored to Women-Led Firms

Succession planning is one of the most important steps you’ll ever take as a firm owner- and usually one of the most overlooked.

of successions fail due to lack of preparation

0 %

of advisors planning to retire in the next decade have a documented plan

only 0 %

Without a roadmap, founders risk client attrition, lost firm value, and unnecessary stress during the transition.

That’s why we created the EquitaFN Succession Advantage®

Your Legacy, Clients, and Future- Protected

Designed in partnership with Ellevate Advisors and FP Transitions, Succession Advantage® gives EquitaFN members a clear, customized path to succession that combines expert planning, actionable implementation, and hands-on transaction support.

What You’ll Gain

Female financial planner working at her desk

Tailored Planning with Ellevate Advisors

  • Personal and business readiness assessments
  • Custom quarterly implementation roadmap
  • Transition coaching to keep you on track
  • Decision-making tools to guide critical choices
  • Professional firm valuation through the EMS® Program
  • Deal structuring and negotiation support
  • Legal documentation and transaction coordination
  • Expertise from the nation’s most experienced succession team
  • Exclusive access to a future matching platform for like-minded successors
  • Guidance that is transparent, tangible, and tailored to your unique journey
  • Costs of Ellevate and FP Transitions services are covered when your successor remains on the Equita platform

Ready to Join Our Network? Here’s How It Works

01

Apply

Tell us a little about yourself and your firm. Our team will review your application and reach out to walk you through your membership options.

02

Plug into the Platform

Once you join, you’ll get immediate access to the community, tools, and resources. EquitaFN replaces what typically takes 4-6 months or more of building, integrating, and problem-solving- with a fully operational, supported firm in as little as 4 weeks.

03

Grow Your Firm with Strategic Support

You focus on what you do best: serving your clients and building your business. EquitaFN handles the operational infrastructure, so you can spend more time on financial advisor growth and less time buried in backend operations.

Apply Today

Hear from Our Members

What Women in Financial Planning Are Saying About EquitaFN

EquitaFN has transformed how we operate. From hiring and billing to compliance and technology, learning from other member firms has helped us strengthen operations and confidently scale our business.
-Modern Family Finance
-Modern Family Finance
After years in traditional banking and private wealth management, I wanted to build my own independent firm. Finding the EquitaFN community gave me access to the tools, infrastructure, and support I was used to; without giving up ownership or autonomy.
-Aegle Wealth
-Aegle Wealth

Disclaimer: These testimonials were given by Equita Financial Network members. No cash compensation was provided for the testimonial, and there are no material conflicts of interest on the part of the person giving the testimonial resulting from their relationship with Equita Financial Network. Future results cannot be guaranteed. Each member’s experience will differ. Names shortened for privacy reasons.

Your Questions, Answered

Growth looks different for every firm, but most members experience an immediate lift from having the right operational infrastructure and peer community in place. When you’re no longer spending time piecing together vendors, navigating compliance alone, or reinventing the wheel, you can focus on what actually drives financial advisor growth.

Absolutely! Many EquitaFN members are solo practitioners or small firms. In fact, EquitaFN was designed with exactly this in mind. Our turnkey platform and financial advisor operations support mean you get the infrastructure of a much larger firm, without needing a large team to run it.

You don’t need to have everything figured out before joining EquitaFN – that’s what the platform is for. Whether you’re just launching your firm or looking to upgrade your existing systems, EquitaFN’s partner ecosystem covers CRM, financial planning software, compliance, trading, and more.

Yes, in several ways. As an EquitaFN member, you gain access to Magellan Network’s coaching and professional development tools, peer best practices from the EquitaFN community, and the credibility of being part of the first platform built exclusively for women-led financial planning firms.

EquitaFN welcomes advisors at every stage! For newer and smaller firms, our EquitaFN Incubator Program offers access to the full Signature Platform at reduced fees- giving breakaway advisors and small start-up firms the runway they need to build a strong foundation and grow their revenue over time.

Yes! EquitaFN’s community is built on connection and collaboration. From peer mastermind groups to in-person events and ongoing virtual collaboration, financial advisors networking is woven into every membership tier. You’ll have access to CFP® women who understand exactly what you’re building and are ready to support your growth.

Through our EquitaFN Succession Advantage® program, EquitaFN members have access to a complete succession planning solution- including firm valuation, deal structuring, transition coaching, and legal documentation- designed in partnership with Ellevate Advisors and FP Transitions. Whether you’re 10 years from retirement or thinking about it today, we help you protect what you’ve built.

Ready for Financial Advisor Operations Support?

Independent Doesn’t Have to Mean Alone

Join EquitaFN Today
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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.