Advisor Experience Redefined

Financial Planning Firms


The right resources and experience opens the door to professional fulfillment and a healthier well-being. They also allow you to build a culture that positions others to thrive, encourages pay equality, favors work-life balance, and fosters community so professionals can collaborate and share best practices and solutions.

Equita Financial Press Mentions


Your Vision | Our Resources

an Inclusive Network & Platform

We make it easy for women to run their own firms and be successful at it. We include resources that allow for the best financial planning, the best portfolio management, and the best coaching and growth for each woman’s autonomous brand. And because we run our own financial planning firms and can speak to what the experience is like, we set out to make it less uncertain and stressful for women.

Explore Our Resources

How Equita
Can Help

Guest Blog: Should I raise my fees?

Should I Raise My Fees? To which you should first ask yourself, “What Value do I Deliver?” By Colleen Jordan Hallinan, Qii Consulting In a

time to
break away from your financial advisory Firm?

The average woman executive leaves a million dollars on the table over the course of her working life, simply by not knowing how much she is worth or asking for what she deserves. How is this possible?

Woman Financial Advisor Presenting at Advisory Women's Exchange

Advisory Women’s Exchange

Equita wants to help you grow your firm, so we offer business coaching and team development through management consulting firm Qii Consulting. You’ll get access to:

  • Two business coaching sessions a month, provided by Colleen Jordan Hallinan, CFP®, founder of by Qii Consulting.
female financial advisor working with efficient technology and marketing services from Equita Financial Network

Efficient Technology
and Marketing

A solid technology infrastructure is crucial to the long-term sustainability of your business, and to the service you provide your clients. We provide the software you need to streamline and grow your business. We also provide the marketing coaching and resources you need to scale your business.

  • A technology hub that includes portfolio performance management and reporting, a customizable client portal, a CRM system, and streamlined billing features
  • Monthly virtual portfolio management meetings
  • Growth and marketing strategy meetings and resources through Beyond AUM
  • Financial planning software subscription
  • Electronic client invoicing
  • 24/7 IT and tech support
Equita Financial Network can help with Errors and Omissions Insurance

Errors and Omissions Insurance

According to the Wall Street Journal, smaller advisors are about 1.5 times more likely to declare bankruptcy in the year following a customer dispute that results in a legal settlement. That’s why errors and omissions (E&O) insurance is so important.

Our comprehensive E&O insurance covers the biggest claim issues in the industry, such as cybersecurity and wire fraud. Protect your business and your employees with our E&O insurance.

women financial advisors networking after meeting through Equita Financial Network

Network of Finance Professionals

We understand the need to support female businesses through funding (financial capital) and skills training (human capital), but at Equita we take it one step further by providing “social capital” in the form of powerful support networks.

  • A network of like-minded women who are also growing and running their own firms
  • Mastermind Group virtual meetings
  • An annual scholarship for the CFP® designation awarded to the Principal of one new Member Firm on the platform

Compliance Coverage

The compliance process can be time-consuming; Equita takes this off your plate. Equita provides all ongoing compliance oversight for Member Firms. This includes:

  • Registration
  • Compliance documents, such as Form ADV
  • Ongoing compliance for content
  • Marketing
open laptop showing portfolio management solutions at Equita Financial Network

Portfolio Management Solution

Equita has put together a dream team of resources to take the research and guesswork out of portfolio management. These resources create efficiency in your business so you can focus on your clients’ needs.

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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.