About Us

As a financial planner, wealth manager or investment advisor, you have a challenge—how to stand apart from the competition—yet it’s very likely that you struggle to do this. It’s not you. It’s your branding. It sounds the same as everyone else’s.

At Equity, we craft and publish well-written stories that clarify your value proposition. As former journalists and experts on the financial industry, we interview your top executives to learn what sets you apart, going beyond common assertions such as you have “a client first approach” or that you operate “with transparency and trust.”

Our compelling, original stories are hosted on our website and are an excellent way to stand out to clients and potential hires. They are shareable on social media and optimized to be picked up by Google’s algorithms; and they are read by business owners, high net worth individuals, institutions and industry peers.

Contact Nick Randall and Bill Keaton to share details about your firm, as well as the latest trends and information to be considered for stories. Contact Jason Pafundi for permissions of content. Learn more about our parent company, Trueline.

Subscribe to our newsletter here.

Click here to review our privacy policy and our site terms and conditions.