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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
News
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.
Equitable Holdings in the New York City ecosystem
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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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