# Equitable

> Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-07.

- **Brand record:** https://optimly.ai/brand/equitable
- **Dataset:** https://optimly.ai/brand/equitable.json
- **Markdown:** https://optimly.ai/brand/equitable/llms.txt
- **Official website:** https://equitable.com
- **Slug:** equitable
- **Categories:** fintech-financial-services

## Overview

- **Tagline:** Equitable is a financial services company providing advice, protection and retirement solutions.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Description:** Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial, Equitable America and Equitable Distributors. Equitable Advisors provides financial professional and advisory services.
Source: Brand's website (https://equitable.com) · 2026-11-07

## Identity

- **Mission:** Help clients secure their financial well-being so they can pursue long and fulfilling lives.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Founders & leadership:** Equitable has a senior leadership team; the website provides a link to senior leader biographies but does not list individual leaders in the scraped content.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Website:** https://equitable.com
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Voice & tone:** Professional, trust-oriented and focused on financial well-being, courage, strength and wisdom.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Founded:** 1859, referring exclusively to Equitable Financial Life Insurance Company.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Headquarters:** 1345 Avenue of the Americas, New York, NY 10105
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Parent ownership:** Equitable is a subsidiary and brand of Equitable Holdings, Inc. Its family of companies is directly or indirectly owned by Equitable Holdings.
Source: Brand's website (https://equitable.com) · 2026-11-07

## Offerings

- **Problem solved:** Helps clients address financial well-being needs related to protection, retirement and long-term financial planning.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Core capabilities:**
  - Financial advice
  - Retirement solutions
  - Protection solutions
  - Insurance and annuity products
  - Investment advisory services
  - Brokerage services
  - Financial professional services
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Products / SKUs:**
  - Insurance products
  - Annuities
  - Variable life products
  - Variable annuities
  - Structured Capital Strategies buffered annuities
  - Group Retirement solutions
  - Investment advisory programs
  - Brokerage accounts
Source: Brand's website (https://equitable.com) · 2026-11-07

## Audience

- **Target industry:** Financial services, insurance and retirement planning
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Customer base:** Clients, customers, financial professionals and advisors.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Ideal customer profile:** Individuals and clients seeking retirement and protection solutions, and financial professionals serving those clients.
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Use cases:**
  - Securing financial well-being
  - Retirement planning
  - Financial protection
  - Using financial advice and professional guidance
  - Accessing insurance and annuity products
  - Brokerage and investment advisory services
Source: Brand's website (https://equitable.com) · 2026-11-07

- **Customer outcomes:**
  - Improved financial well-being
  - Ability to pursue long and fulfilling lives
  - Access to retirement and protection solutions
  - Professional financial guidance
Source: Brand's website (https://equitable.com) · 2026-11-07

Page last updated 2026-11-07.

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