Equity Services, Inc.

Equity Services, Inc. company information, Employees & Contact Information

Since its founding in 1968, Equity Services, Inc. (ESI) has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's products and services are designed to form the critical foundation required to implement sophisticated planning and investing strategies which take advantage of today's opportunities while seeking to manage risk. As a member of National Life Group®, ESI is part of a diversified family of financial services companies providing investment professionals a comprehensive portfolio of financial products and services. ESI is a Broker-Dealer and Registered Investment Adviser affiliate of National Life Insurance Company – a diversified financial services company with roots going back to 1848. Since that time, the affiliates of National Life have adhered to guiding principles of quality and integrity - elements essential to its corporate character today. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (www.FINRA.org)/SIPC (www.SIPC.org), Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, Vermont, 05604, 802-229-3900. National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. TC143034(0724)3

Company Details

Employees
186
Founded
-
Address
1 National Life Drive, Montpelier,vermont 05604-0001,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
Montpelier, Vermont
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News

Fund Update: COMMONWEALTH EQUITY SERVICES, LLC opened a $5.9M position in AQST stock - Quiver Quantitative

Fund Update: COMMONWEALTH EQUITY SERVICES, LLC opened a $5.9M position in AQST stock Quiver Quantitative

Schwab Stock Plan Services Launches Schwab Private Issuer Equity Services - Business Wire

Schwab Stock Plan Services Launches Schwab Private Issuer Equity Services Business Wire

A Declaration of Shared Values: Summit Global Investments and Equity Services Inc. Launch Strategic Alliance - PR Newswire

A Declaration of Shared Values: Summit Global Investments and Equity Services Inc. Launch Strategic Alliance PR Newswire

Private equity: US Deals 2025 midyear outlook - PwC

Private equity: US Deals 2025 midyear outlook PwC

SolomonEdwards Acquires Pencek Advisors, Launches Private Equity Services Platform - Business Wire

SolomonEdwards Acquires Pencek Advisors, Launches Private Equity Services Platform Business Wire

Tietoevry to sell its Tech Services business - Tietoevry

Tietoevry to sell its Tech Services business Tietoevry

Global M&A trends in private equity and principal investors: 2025 mid-year outlook - PwC

Global M&A trends in private equity and principal investors: 2025 mid-year outlook PwC

Equilar and Cloud Peritus Partner to Enhance Private Equity Services on Salesforce - Equilar

Equilar and Cloud Peritus Partner to Enhance Private Equity Services on Salesforce Equilar

Equity Services - Siemens

Equity Services Siemens

FreshEdge sold to private equity firm - bluebookservices.com

FreshEdge sold to private equity firm bluebookservices.com

Unlocking value in IT services: A road map for private equity success - McKinsey & Company

Unlocking value in IT services: A road map for private equity success McKinsey & Company

Everest Group’s Private Equity (PE) IT Services PEAK Matrix® Assessment 2024 - Deloitte

Everest Group’s Private Equity (PE) IT Services PEAK Matrix® Assessment 2024 Deloitte

City Departments - City of Clearwater

City Departments City of Clearwater

Private equity snaps up disability services, challenging state regulators - North Dakota Monitor

Private equity snaps up disability services, challenging state regulators North Dakota Monitor

Fund Update: COMMONWEALTH EQUITY SERVICES, LLC opened a $10.6M position in DMBS stock - Quiver Quantitative

Fund Update: COMMONWEALTH EQUITY SERVICES, LLC opened a $10.6M position in DMBS stock Quiver Quantitative

Sila Services Announces Equity Investment From Goldman Sachs Alternatives’ Private Equity Business - Business Wire

Sila Services Announces Equity Investment From Goldman Sachs Alternatives’ Private Equity Business Business Wire

Fund Update: COMMONWEALTH EQUITY SERVICES, LLC opened a $3.6M position in HQY stock - Quiver Quantitative

Fund Update: COMMONWEALTH EQUITY SERVICES, LLC opened a $3.6M position in HQY stock Quiver Quantitative

Littler Pay Equity Assessment - Littler Mendelson P.C.

Littler Pay Equity Assessment Littler Mendelson P.C.

Crowe boosts private equity services in Los Angeles - Crowe

Crowe boosts private equity services in Los Angeles Crowe

How private equity operating partner roles are changing - PwC

How private equity operating partner roles are changing PwC

ALVAREZ & MARSAL HIRES MANAGING DIRECTOR TO LEAD PRIVATE EQUITY FINANCIAL SERVICES TEAM ACROSS EUROPE - Alvarez & Marsal

ALVAREZ & MARSAL HIRES MANAGING DIRECTOR TO LEAD PRIVATE EQUITY FINANCIAL SERVICES TEAM ACROSS EUROPE Alvarez & Marsal

TD Securities - A Leader in Capital Markets and Banking - TD Securities

TD Securities - A Leader in Capital Markets and Banking TD Securities

Crowe bolsters private equity services in Boston - Crowe

Crowe bolsters private equity services in Boston Crowe

Food Industry Lawyer & Private Equity Services - Goodwin Procter

Food Industry Lawyer & Private Equity Services Goodwin Procter

Principal Investors and Private Equity - Boston Consulting Group

Principal Investors and Private Equity Boston Consulting Group

Next in private equity: Trends shaping 2025 and beyond - PwC

Next in private equity: Trends shaping 2025 and beyond PwC

Measuring the accessibility and spatial equity of urban services under competition using the cumulative opportunities measure - ScienceDirect.com

Measuring the accessibility and spatial equity of urban services under competition using the cumulative opportunities measure ScienceDirect.com

Private equity consulting - Grant Thornton

Private equity consulting Grant Thornton

Equity and Compensation Services know-how to share success - Siemens

Equity and Compensation Services know-how to share success Siemens

Private Equity - Assurance, Tax, & Consulting Services - EisnerAmper

Private Equity - Assurance, Tax, & Consulting Services EisnerAmper

Mainstream Fund Services expands APAC private equity services - Asset Servicing Times

Mainstream Fund Services expands APAC private equity services Asset Servicing Times

Houlihan Lokey to Acquire Triago, Creating a Worldwide Private Equity Services Powerhouse - Yahoo Finance

Houlihan Lokey to Acquire Triago, Creating a Worldwide Private Equity Services Powerhouse Yahoo Finance

Private Equity - EY

Private Equity EY

Racial equity in financial services - McKinsey & Company

Racial equity in financial services McKinsey & Company

Deutsche veteran Sicilia appointed to push equity services - Asset Servicing Times

Deutsche veteran Sicilia appointed to push equity services Asset Servicing Times

The growing private equity market - Deloitte

The growing private equity market Deloitte

Life at Deloitte - Deloitte

Life at Deloitte Deloitte

Human capital disclosures are key components of your ESG reporting strategy - PwC

Human capital disclosures are key components of your ESG reporting strategy PwC

Private Equity’s New Business Services Challenge - Bain & Company

Private Equity’s New Business Services Challenge Bain & Company

Private equity investment in healthcare services falls 59% in 2023 - S&P Global

Private equity investment in healthcare services falls 59% in 2023 S&P Global

Australian Private Equity Services - Mondaq

Australian Private Equity Services Mondaq

Former teacher is St. Cloud School District's new equity director, first Somali-American in role - St. Cloud Times

Former teacher is St. Cloud School District's new equity director, first Somali-American in role St. Cloud Times

Real Estate Private Equity Services - EisnerAmper

Real Estate Private Equity Services EisnerAmper

Private Equity Consulting - Bain & Company

Private Equity Consulting Bain & Company

Commonwealth Equity Services LLC Has $3.74 Million Holdings in Innovator International Developed Power Buffer ETF-October (NYSEARCA:IOCT) - 富途牛牛

Commonwealth Equity Services LLC Has $3.74 Million Holdings in Innovator International Developed Power Buffer ETF-October (NYSEARCA:IOCT) 富途牛牛

Need to Meet: Paul Aversano, Managing Director, Private Equity Services, Alvarez & Marsal - Buyouts

Need to Meet: Paul Aversano, Managing Director, Private Equity Services, Alvarez & Marsal Buyouts

Leadership, representation, and gender equity in financial services - Deloitte

Leadership, representation, and gender equity in financial services Deloitte

Commonwealth Equity Services LLC Sells 173 Shares of Invesco Dynamic Biotechnology & Genome ETF (NYSEARCA:PBE) - 富途牛牛

Commonwealth Equity Services LLC Sells 173 Shares of Invesco Dynamic Biotechnology & Genome ETF (NYSEARCA:PBE) 富途牛牛

Commonwealth Equity Services LLC Trims Holdings in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO) - 富途牛牛

Commonwealth Equity Services LLC Trims Holdings in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO) 富途牛牛

Need to Meet: Scott Case, Head of Global Private Equity Services, Silicon Valley Bank - Buyouts

Need to Meet: Scott Case, Head of Global Private Equity Services, Silicon Valley Bank Buyouts

Equilar and Cloud Peritus Partner to Enhance Private Equity Services on Salesforce - FinancialContent

Equilar and Cloud Peritus Partner to Enhance Private Equity Services on Salesforce FinancialContent

EQT chooses Citco for private equity services - Asset Servicing Times

EQT chooses Citco for private equity services Asset Servicing Times

EDMOND DE ROTHSCHILD EQUITY STRATEGIES IV, Advised By ELYAN PARTNERS, Acquires a Majority Stake in ONCODESIGN SERVICES and Will File a Simplified Tender Offer on the Company's Remaining Shares - Business Wire

EDMOND DE ROTHSCHILD EQUITY STRATEGIES IV, Advised By ELYAN PARTNERS, Acquires a Majority Stake in ONCODESIGN SERVICES and Will File a Simplified Tender Offer on the Company's Remaining Shares Business Wire

Tatum appoints Chris Shaw as regional partner of private equity services - PR Newswire

Tatum appoints Chris Shaw as regional partner of private equity services PR Newswire

Warren Equity Acquires Gunnison Tree Services and New Urban Forestry - Business Wire

Warren Equity Acquires Gunnison Tree Services and New Urban Forestry Business Wire

Aditya Birla Sun Life AMC debuts India Equity Services Fund: Check key takeaways - Mint

Aditya Birla Sun Life AMC debuts India Equity Services Fund: Check key takeaways Mint

Vivek Soni – Private Equity Leader, EY India - EY

Vivek Soni – Private Equity Leader, EY India EY

Private Equity Services Market Hits New High | Major Giants Thoma Bravo , TA Associates - newstrail.com

Private Equity Services Market Hits New High | Major Giants Thoma Bravo , TA Associates newstrail.com

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