Equitable Holdings, Inc.: Business Overview, Financials & Competitive Analysis
Equitable Holdings, Inc. scores 7/10 on the AskCyborg Cyborg Score (Strong). Transform toward fee-based business model with capital deployment optionality presents attractive risk-reward for quality financial services franchise. Equitable benefits from strong brand heritage dating to 1859, diversified business model, and significant fee-based asset management platform through AllianceBernstein. Recent reinsurance transactions enhance capital efficiency and shift toward stable, recurring revenues.
What is Equitable Holdings, Inc.'s industry? Equitable Holdings, Inc. (equitable.com) operates in Financial Services (Insurance, Wealth Management, Asset Management). AskCyborg classifies Equitable Holdings, Inc. under Financial Services (Insurance, Wealth Management, Asset Management) in its company registry.
Equitable Holdings, Inc. operates as a diversified financial services company worldwide. The company comprises two complementary and well-established principal franchises, Equitable Financial Life Insurance Company an...
Cyborg Score thesis
Transform toward fee-based business model with capital deployment optionality presents attractive risk-reward for quality...
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Get Current Report FreeEquitable Holdings, Inc. Overview
Pro stress-test →Equitable Holdings, Inc. operates as a diversified financial services company worldwide. The company comprises two complementary and well-established principal franchises, Equitable Financial Life Insurance Company and AllianceBernstein. The firm serves affluent individuals, retirement plans, and businesses through retirement products, wealth management, asset management, and insurance solutions.
Strategic Profile
Pro stress-test →Competitive products, premier distribution platform and investment expertise position the company as a leading provider of retirement, wealth and asset management solutions. The company operates through six segments: Individual Retirement, Group Retirement, Asset Management, Protection Solutions, Wealth Management, and Legacy, enabling diversified revenue streams across markets.
Competitive Landscape
Pro stress-test →Equitable competes in diversified financial services against major players including Principal Financial Group, Voya Financial, and Corebridge Financial in insurance/retirement, while AllianceBernstein competes with asset managers like BlackRock, Vanguard, and Fidelity in institutional and retail wealth management. The company's dual-franchise structure and focus on affluent clients differentiate it in the increasingly competitive retirement and wealth advisory markets.
Industry Context
Equitable Holdings, Inc. operates in Financial Services (Insurance, Wealth Management, Asset Management).
Key facts
Founded: 1859 · Headquarters: New York, US · Employees: 8,000 · Revenue: $14.1B · Market cap: $12.9B