Insurance Underwriting & Risk Coverage · Advertiser / Brand · Private Equity, VC & Investor
Equitable
Public US insurer and retirement services holding company.
Available information varies by company and source.
Profile record updated:
Company facts
- Official name
- Equitable Holdings, Inc.
- Entity type
- COMPANY
- Founded
- 1859
- Headquarters
- 1345 Avenue of the Americas, New York, NY 10105
- Company size
- >5,000
- Market cluster / sector
- Insurance Underwriting & Risk Coverage
- Market role
- Advertiser / Brand · Private Equity, VC & Investor
- Ticker
- EQH
- Official website
- equitable.com
What Equitable does
The company operates a holding-company model for financial services subsidiaries and creates value by manufacturing, distributing and administering insurance, retirement and wealth-related products under the Equitable brand. Revenue is produced through the sale and ongoing servicing of long-duration financial products, adviser-led distribution, and associated fees tied to retirement and wealth relationships.
Category differentiation
This is the publicly listed US financial services and insurance holding company behind the Equitable brand. It is not an adtech, martech or enterprise software vendor.
Strategic context
AI-supported assessment from the existing company research; distinguish interpretation from sourced facts.
Equitable Holdings, Inc. is a publicly listed US financial services and insurance holding company. Under the Equitable consumer brand, it operates life insurance, retirement and adviser businesses, serving individuals and financial clients through insurance and wealth-related offerings. The listed parent remains the core legal and reporting entity, while the Equitable name is the commercial brand used across operating subsidiaries. The company generates revenue from insurance, retirement and advisory-related financial products and services rather than software or advertising technology. Its customer base spans retail consumers seeking protection and retirement solutions, as well as clients working through adviser-led distribution. The business is best understood as a large incumbent financial services group with a public-market profile and a consumer-facing operating brand.
Business model & monetisation
Equitable monetises through recurring and transactional revenue streams embedded in insurance, retirement and advisory businesses, including premiums, spread-based economics, asset- or account-linked fees, and service income connected to distribution and client servicing. Its commercial model is relationship-driven rather than software subscription-led.
- Insurance-related product revenue
- Premiums and spread-based income
- Retirement and wealth-related fees
- Service Fee
- Advisory and distribution income
- Service Fee
Products & capabilities
No products with linked sources are available in this view.
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Competitors & alternatives
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Recent recorded signals
Dates refer to the source publication. Older entries are historical context, not evidence of a new event.
8-K Financial Filing Analysis for Equitable (2026-09-25)
financials · Recorded impact score: 3.8/5
Equitable Holdings, Inc. disclosed a leadership succession plan at its subsidiary, AllianceBernstein (AB). Seth Bernstein will retire as CEO of AB and Head of Asset Management of Equitable Holdings effective March 31, 2027, continuing to serve on the AB Board of Directors. Onur Erzan, currently AB President and Head of Global Private Alternatives, has been named President and CEO of AB and will join its Board of Directors effective April 1, 2027, with a fiscal year 2027 target compensation of $13.5 million. Additionally, the filing details the voting results of Equitable's Annual Meeting of Stockholders held on September 23, 2026, where shareholders elected nine directors, ratified PricewaterhouseCoopers LLP as independent auditor for 2026, and approved executive compensation on an advisory basis.
- Seth Bernstein to retire as AllianceBernstein CEO and EQH Head of Asset Management on March 31, 2027, receiving a $2.5 million AB Holding Unit LTIP grant, a $1.0 million EQH LTIP award, and $325,000 in salary continuation.
- Onur Erzan appointed President and CEO of AllianceBernstein effective April 1, 2027, with a 2027 target total compensation of $13.5 million ($650,000 base salary, $5.8 million cash bonus, and equity awards totaling $7.05 million).
Equitable expands retirement plan offering with introduction of Retirement Milestones℠ T. Rowe Price Series
Recorded impact score: 3.5/5
Equitable announced the introduction of the Retirement Milestones℠ T. Rowe Price Series, the first target-date investment option available through Retirement Milestones, a new series of collective investment trust (CIT) solutions in collaboration with strategic investment managers.
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Questions about Equitable
What is Equitable?
Equitable is the consumer brand of Equitable Holdings, Inc., a publicly listed US financial services and insurance group focused on life insurance, retirement and adviser-led services.
Who uses Equitable?
Individuals seeking insurance, retirement solutions and financial guidance use Equitable, typically through direct relationships or adviser distribution channels.
How does Equitable make money?
Equitable makes money from insurance and retirement products, related servicing income, and advisory or distribution-linked financial service fees.
Sources & coverage
This profile uses public, official and technically observable information. Missing information does not prove that a product or relationship does not exist. The list below does not imply that every profile statement has been verified.
9 publicly documented primary sources and citations linked across the market graph.
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