How Equita Helps Solo Firms Succeed

Running a business is tough in normal circumstances. Adding in the COVID-19 pandemic, which has disproportionately impacted women-owned small businesses, and running a business on your own can feel near impossible.

That’s where Equita Financial Network comes in. Founded in May 2018, Equita was born out of a need to fuel business success while empowering other women in the financial services industry. Equita became the first platform solely focused on women-led financial planning firms, designed to encourage women to make the leap into launching their own practice and provide solutions to support them every step of the way.

In today’s blog post, we’ll be highlighting some of the concrete ways Equita helps solo firm owners succeed:


A great value that Equita offers to Member Firms is community, something that has been even more important during the COVID-19 crisis. Member Firms, based all over the country, share best practices with each other on marketing, collaborate on opportunities, and have investment conversations, just to name a few topics.

Business and Marketing Coaching:

The business coach and marketing coach provided by Equita to all Member Firms is truly focused on helping members grow.

Investment Partners:

Our investment partners provide investment and trading solutions for all Equita Member Firm clients and are incredibly present and approachable. Client solutions are customized and members have access to an investment team that otherwise would be prohibitively expensive were they to engage outside of the Equita platform.

Annual Scholarship for CFP® Certification Exam:

We cover the cost of taking the CFP® certification exam because we believe that Member Firms should be experts in financial planning. We support women building the firms they want, but they must be of the highest expertise and ethics, which CFP® designation connotes.

NAPFA Membership:

We pay for membership for all Member Firms to National Association of Personal Financial Advisors (NAPFA), which provides them a robust community of like-minded fee-only planners and great resources.

Grow Your Business with Equita Financial Network

Katie Burke and I are passionate about helping women thrive in financial services — an industry that’s often not welcoming to women. Just take a look as this recent survey of 2,000 finance industry professionals, which found that “far fewer women than men are promoted in the finance industry unless they first ask for seniority, a sign of institutional gender bias.” The survey found that 76 percent of men were offered a promotion at least once without requesting it — compared with 57 percent of women.

This study is frustrating to read, but it’s not surprising; it confirms what Katie and I, too, experienced in our financial advisory careers before we broke away and started our own firms, WealthChoice and Method Financial Planning.

Equita is focused on providing a platform and community to women-led fee-only financial planning firms that want to grow. Interested in joining? Reach out to our team today.

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.