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Equitable Holdings
A financial services company offering a suite of retirement and protection products to individuals and institutions
About Equitable Holdings
Equitable Holdings, Inc. is a financial services holding company that operates through its subsidiaries, including Equitable Financial, Equitable America, and Equitable Distributors, LLC. The company provides a range of financial products and services, with a focus on retirement and protection solutions. These offerings are designed to help individuals and institutions with financial planning, wealth management, and insurance needs.
Equitable Holdings serves a diverse client base, from individual investors to large corporations, through a multi-channel distribution network. The company's business model is centered on providing financial advice and solutions to help clients secure their financial well-being. Revenue is generated through fees for assets under management, insurance premiums, and other financial product sales.
Source: Dealroom company dataAt a glance
- Status
- Listed
- Founded
- 1878
- Headquarters
- New York City, United States
- Listing
- IPO 2018
- Employees
- 5
- Open positions
- 127
- Dealroom signal
- 23.0/100
- Industry
- Fintech
- Sector
- Fintech
- Business model
- SaaS
- Client focus
- b2b
- Investment activity
- 1 company, latest Jun 2026
- Capital deployed
- —
- Preferred round
- POST IPO EQUITY
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| ACQUISITION✓Exit | Mar 2026 | $22B | — | Corebridge Financial | ↗ |
| POST IPO EQUITY✓Other financing | Jan 2024 | $3.4M | — | Handelsinvest | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
| Year | Revenue | Growth | Profit | Margin |
|---|---|---|---|---|
| 2026 | $15B | +32.6% | $1.3B | 8.4% |
| 2025 | $12B | -6.2% | −$1.4B | -12.4% |
| 2024 | $12B | +18.1% | $1.2B | 9.9% |
| 2023 | $11B | -24.9% | ||
| 2022 | $14B | -3.4% | ||
| 2021 | $15B | +7.4% | ||
| 2020 | $14B | — |
Growth signals
Equitable Holdings's team grew 0% over the past year.
Open positions
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Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Series B and later1 investor entered at this stage
Handelsinvest
Other known investors1 additional known investor
Corebridge Financial
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about Equitable Holdings on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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