With Equita, There's a Way

Your Vision
Using Our

Together, Like-Minded Women
Can Make Anything Happen.

At Equita, we provide an avenue for like-minded women to share resources and run the business they want for less expense than they would pay on their own. But most importantly, we offer an outlet for women to share ideas on everything from best practices to help with questions regarding client issues.

A Platform That Allows Freedom

When we come together and support one another, we can create a more promising future, on our own terms.

Independent, Autonomous Brand


Control 100% of Your Equity and Compensation Trajectory


Avoid the Hassle and Cost of Registration with the State or the U.S. Securities and Exchange Commission (SEC)


Own Your Client Relationships — Always


Feel Confident About Continuity and Succession

Financial Planning and Investment Philosophy

Equita is a consortium of like-minded firms with common values. To that end, each Member Firm in the Equita Financial Network must meet the following stringent criteria:

  • Act as a fiduciary, first and foremost
  • Serve as either an independent registered investment advisor (RIA) or an investment advisor representative (IAR)
  • Have an independently owned and operated business
  • Be a CERTIFIED FINANCIAL PLANNER™ professional in good standing, or be in the process of obtaining the designation
  • Provide fee-only financial planning and wealth management services
  • Have records free from disciplinary actions and disclosures
  • Invest for clients in exchange-traded funds (ETFs), mutual fund investments, and investment-grade bonds

Equita provides a blue-chip platform that helps Member Firms run more efficiently so that they can provide clients with better financial solutions. It is not only our platform that makes Equita different, but the resources we provide to Member Firms and the network of independent, outstanding women-led firms who share best practices and the abundance mentality with one another.

When Women Come Together,
Amazing Things Happen.

Learn how Equita Financial Network has helped women thrive in the financial advisory business.

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.