Are you a fee-only, woman-led financial advisory firm looking to grow and connect with other like-minded female advisors and their staff?

At Equita, we understand the unique challenges faced by women-led advisory firms.

Our platform is designed to provide:

– Tools to grow
– Peer-to-peer networking opportunities
– Business development resources
– Operational support to streamline your operations
– Compliance guidance tailored to fee-only models
– Members-only online community

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.

Equita Financial Network could be the answer for your firm

Community of Like-Minded Leaders
Join a network of ambitious women business owners who understand your unique challenges and aspirations.

Growth-Focused Resources
Access proven tools and strategies to help you scale and grow your business efficiently.

Collaborative Power
Leverage our signature turnkey platform to enhance your firm’s capabilities and fuel your success.

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 we’re so glad you found us!

Join Equita Financial Network today and take your firm to new heights while being part of a robust and supportive community of women leaders in finance.