Bizequity
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 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 Or request a demo at
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Verified contacts
19
available on Kipplo
LinkedIn employees
23
11 to 50 range
Open roles
2
across 2 depts
Distinct roles
12
indexed titles
Tech stack
5
tools in use
Monthly traffic
665
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- KS
Kevin Saad
Senior Director, Customer Success · Customer/Client Service
EmailPhone - ME
Mario Evangelist
Sr Director of Sales · Sales & Business Development
EmailPhone - LK
Leah Kurtz
Account Executive · Sales & Business Development
EmailPhone - CP
Cal Parker
Director, Revenue Operations · Other
EmailPhone - JS
Jake Stanton
Sales Development Representative · Other
EmailPhone - JB
James Barnes
, () · Other
EmailPhone - PT
Peter Tefft
Senior Full Stack Developer · Other
EmailPhone - CH
Christopher H.
Sales Director · Sales & Business Development
EmailPhone - PK
Patrick Kelley
Director, Client Success · Customer/Client Service
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Bizequity
12 distinct titles indexed · top 10 shown.
- 5sales development representative
- 1, ()
- 1account executive
- 1director, client success
- 1director, revenue operations
- 1market analyst
- 1marketing manager
- 1sales director
- 1senior account executive
- 1senior director, customer success
- +2more titles
Sign up to unlock all 19 contacts at Bizequity
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Bizequity
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