Sam Montgomery's Contact Details

Sam Montgomery's Company Details

BizEquity

Philadelphia, PA, US • 50 - 99 Employees
Technology Consulting/Tech Services

BizEquity's valuation software allows financial professionals to generate accurate, on-the-spot business valuations and business insights for their clients. Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity's cloud-based platform to deliver greater value to their clients, differentiate their services, generate additional revenue streams, and connect with prospective clients. What was traditionally an expensive, time-intensive, and invasive process, has now been streamlined and significantly reduced in cost by BizEquity's software.Developed and supported by valuation experts with first-hand experience, BizEquity is works with over 850 leading professional advisory firms in the US, Europe, and Asia. Their patented software is distributed through leading financial services firms such as TD Bank; UBS; PNC; Northwestern Mutual; Equitable; Goldman Sachs, and over 750 other financial services firms and over 4,000 advisors. BizEquity was acquired by ACBJ in 2019 and now is able to provide financial services firms support to better reach business owner clients to help them discover their worth.Visit our site at www.BizEquity.comOr request a Demo at https://www.bizequity.com/demo