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BizEquity's valuation software allows financial professionals to generate accurate, on-the-spot business valuations and business insights for their clients. Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity’s cloud-based platform to deliver greater value to their clients, differentiate their services, generate additional revenue streams, and connect with prospective clients. What was traditionally an expensive, time-intensive, and invasive process, has now been streamlined and significantly reduced in cost by BizEquity's software. Developed and supported by valuation experts with first-hand experience, BizEquity is works with over 850 leading professional advisory firms in the US, Europe, and Asia. Their patented software is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth. Visit our site at www.BizEquity.com Or request a Demo at https://www.bizequity.com/demo

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Website https://www.bizequity.com
Revenue $18.6 million
Funding $5.1 million
Employees 43 (43 on RocketReach)
Founded 2010
Address 123 S Broad St Suite 1000, Philadelphia, Pennsylvania 19109, US
Phone (415) 341-2728
Fax +91 11 4066 5563
Technologies
Industry Management Consulting, Business Services, Desktop Computing Software Products, Business Valuation, Business Optimization
Web Rank 2 Million
Keywords Bizequity, Biz Equity, How Do You Value A Company, Valuation Of Ria With Discount Rate, Bizequity Cost, Online Tool Valuation Company, How Much Is My Business Worth
Competitors Adams Capital, Chartwell Financial Advisory, ComStock Advisors, Harvest Business Advisors, Sanli Pastore & Hill, Inc.
SIC SIC Code 737 Companies, SIC Code 73 Companies
NAICS NAICS Code 513 Companies, NAICS Code 541513 Companies, NAICS Code 51 Companies, NAICS Code 54 Companies, NAICS Code 511 Companies, NAICS Code 54151 Companies, NAICS Code 5415 Companies, NAICS Code 5112 Companies, NAICS Code 541 Companies

BizEquity Questions

The BizEquity annual revenue was $18.6 million in 2024.

James Barnes is the CTO of BizEquity.

43 people are employed at BizEquity.

BizEquity is based in Philadelphia, Pennsylvania.

The NAICS codes for BizEquity are [513, 541513, 51, 54, 511, 54151, 5415, 5112, 541].

The SIC codes for BizEquity are [737, 73].

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