Leading financial services organizations and top financial advisors worldwide rely on E-Z Data’s practice management, agency management, and CRM solutions to systematize proactive, hi-touch communication with clients, increase sales, and reduce operational costs. E-Z Data solutions are used by more than a 110,000 financial services professionals and industry-leading firms including HSBC, M Financial, MetLife, National Financial Partners, ProEquities, Prudential, Royal Alliance, and Securian. For more information about E-Z Data’s solutions, go to www.ezdata.com or call 800-777-9188
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The E-Z Data, Inc. annual revenue was $53.4 million in 2026.
4 people are employed at E-Z Data, Inc..
E-Z Data, Inc. is based in Pasadena, California.
The NAICS codes for E-Z Data, Inc. are [51, 518, 5182].
The SIC codes for E-Z Data, Inc. are [737, 73].