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October 04, 2015 5:52 AM ET

Internet Software and Services

Company Overview of BizEquity, Inc.

Company Overview

BizEquity, Inc. develops an online business valuation system that allows businesses to estimate the market value of their businesses. Its product includes a real-time valuation monitoring dashboard that offers performance indicators, business value infographic, business report, and email support services. The company also offers monitoring and advisory services. BizEquity, Inc. was founded in 2008 and is based in Wayne, Pennsylvania.

435 Devon Park Drive

Suite 501

Wayne, PA 19087

United States

Founded in 2008





Key Executives for BizEquity, Inc.

Founder, Chief Executive Officer, and President
Age: 42
Compensation as of Fiscal Year 2015.

BizEquity, Inc. Key Developments

BizEquity Reaches an Agreement to Provide a Unique Benefit to Clients of Envestnet, Inc

BizEquity announced that it has reached an agreement to provide a unique benefit to clients of Envestnet, Inc. The opportunity will provide the more than 42,000 financial advisors that Envestnet empowers with a one-month free trial of BizEquity's Advisor Office service,enabling them to enhance their service offerings and boost their prospecting capabilities. This special one-time offer will be available between now and September 30, 2015 and will run until December 31, 2015. BizEquity's Advisor Office service harnesses sophisticated algorithms and Big Data information and aggregation to help financial advisors better gauge the risk profiles of their clients - assessing, for example, whether they are underinsured or underfinanced -by providing them with the most up-to-date company valuation data on their businesses. The service also brings advisors new opportunities to begin conversations with potential clients, enabling them to prospect smarter with the help of current company valuations. By offering BizEquity's patented Advisor Office service, Envestnet, which provides integrated portfolio, practice management, and reporting solutions to financial advisors and institutions, will provide its clients with an enhanced set of tools to compete in the increasingly digital advisory market.

BizEquity Signs Contract with Security Mutual Life Insurance Company of New York

BizEquity announced that it has signed a contract with Security Mutual Life Insurance Company of New York. BizEquity will provide Security Mutual Life Insurance Company of New York with a private label version of BizEquity's patented 'Advisor Office' business valuation service. The arrangement will allow certain Security Mutual life insurance advisors to access BizEquity's powerful database-driven business valuation service. BizEquity's 'Advisor Office' service features a dedicated platform that harnesses sophisticated algorithms and big data. This will enable Security Mutual Life and its affiliated life insurance advisors to better gauge the risk profile of clients and better assess how life insurance may fit in the client's broader financial plan. The service also gives advisors new opportunities to begin conversations with potential clients, providing them with current valuations on their companies.

BizEquity Launches New Advisor Office Service

BizEquity announced the launch of its new dedicated 'Advisor Office' subscription service for wealth managers, registered investment advisors and insurance advisors. BizEquity Advisor Office will be launched and showcased simultaneously at the Envestnet Advisor Summit in Chicago and the inaugural eMoney Advisor summit in California. Advisor Office provides a dedicated platform that harnesses sophisticated algorithms and big data knowledge to help advisors gauge the risk profile of clients and assess whether they are underinsured or underfinanced. The service also gives advisors new opportunities to begin conversations with potential clients. The 'Advisor Office' service includes a range of new exclusive features and functionalities including: Private-labelled Cloud Service, prospector search and pre-value function, branded business report, online reporting dashboard and reporting console for each office and subscription pricing options.

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