Apply to Our Network for Female Financial Planners

Take the First Step

First name

Last name

Email

Phone

Firm name

I’m interested in

Where are you in your journey?

How did you hear about us?

Tell us a little about your firm and what you’re hoping for

I agree that EquitaFN may contact me about membership. See Privacy Policy.

We’ll be in touch within 2 business days.

Connect with a Community of Like-Minded Women Advisors

From Our Members

The culture at EquitaFN is what truly sets it apart. Instead of competition and hierarchy, the community is collaborative, supportive, and focused on helping women advisors build firms that align with their values and goals.

-Aegle Wealth

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

EquitaFN made it possible for me to run my own firm while staying connected to a network of experienced, ambitious, and client-focused women advisors. That combination has been incredibly empowering.

-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.

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.