# Equitable

> Equitable is a New York financial-services group built around retirement products, life insurance, workplace benefits, financial advice and investment management. Its operating family includes Equitable, Equitable Advisors and majority-owned AllianceBernstein. The group serves more than 5 million client relationships globally and reported $1.1 trillion in assets under management and administration at the end of 2025. Its present strategy is to become more capital-light by reinsuring older insurance risk while investing in retirement, wealth management and asset management. A pending all-stock merger with Corebridge Financial would create a company serving more than 12 million customers with about $1.5 trillion in assets under management and administration, subject to approvals and closing.

- **Founded:** 1859
- **Headquarters:** New York, United States
- **Founders:** Henry Baldwin Hyde (Founder)
- **Team size:** More than 8,000 employees and Equitable Advisors financial professionals across the Equitable operating franchise; Equitable Advisors had approximately 4,600 licensed financial professionals at year-end 2025.
- **Products:** Structured Capital Strategies, Retirement Cornerstone, Investment Edge, Life insurance, Equitable Advisors
- **Notable:** Founded in 1859 and grew into one of the largest U.S. life insurers of its era., Entered the variable-annuity market in 1968., Introduced variable annuities with living benefits in 1996.

## Products & services

- **Structured Capital Strategies** — A family of registered index-linked annuities that offers market-linked growth potential with selectable downside buffers; Equitable introduced the first RILA in 2010.
- **Retirement Cornerstone** — A multistage variable annuity combining investment options, tax-deferred accumulation and optional lifetime-income protection.
- **Investment Edge** — An investment-only variable annuity designed for tax-deferred accumulation and tax-efficient distributions on non-qualified assets.
- **Life insurance** — Term, variable universal life and indexed universal life products, including options designed to support long-term-care needs and estate planning.
- **Equitable Advisors** — Financial planning, brokerage, investment advice, wealth management, insurance and retirement planning delivered through roughly 4,600 licensed financial professionals.
- **Group retirement** — 401(k), 403(b), 457(b) and related tax-deferred workplace retirement programs for schools, municipalities, nonprofits and small-to-medium businesses.
- **Employee benefits** — Dental, vision, life, disability, accident, critical-illness and hospital-indemnity coverage supported by the EB360 digital administration platform.
- **AllianceBernstein investment management** — Active investment management, research, private markets and private wealth services for institutions, intermediaries and individuals worldwide.
- **Equitable Retirement Access 403(b) PEP** — A pooled employer retirement plan introduced for nonprofit organizations to reduce administrative work and broaden plan access.

## Achievements

- Founded in 1859 and grew into one of the largest U.S. life insurers of its era.
- Entered the variable-annuity market in 1968.
- Introduced variable annuities with living benefits in 1996.
- Introduced the first registered index-linked annuity in 2010.
- Ranked first in U.S. RILA sales 14 times in 15 years through 2024, according to the Secure Retirement Institute survey cited by Equitable.
- Returned to public markets through a 2018 IPO and completed separation from AXA in 2020.
- Reached a record $1.1 trillion in assets under management and administration at year-end 2025.
- Recorded $5.9 billion of retirement net inflows and $8.4 billion of wealth-management net inflows in 2025.
- Completed a life reinsurance transaction that freed more than $2 billion of capital in 2025.
- Acquired Stifel Independent Advisors in early 2026, adding more than $9 billion in client assets.

## Latest updates

- **2026-05** — Corebridge and Equitable named the planned leadership team for their future combined company, contingent on completion of the merger.
- **2026-05** — Equitable reported first-quarter net income of $621 million, $1.3 billion of retirement net inflows, $2.0 billion of wealth-management advisory net inflows and $1.094 trillion in AUM/A.
- **2026-04** — Equitable launched a 403(b) pooled employer plan for nonprofit organizations through its Retirement Access platform.
- **2026-03** — Equitable and Corebridge announced a pending all-stock merger valued at about $22 billion, with closing targeted by year-end 2026 subject to shareholder and regulatory approvals.
- **2026-02** — Equitable completed its acquisition of Stifel Independent Advisors, adding more than 110 advisors and over $9 billion of client assets.
- **2026-02** — Full-year 2025 results showed $1.1 trillion in AUM/A, $1.6 billion in organic cash generation and $1.7 billion in non-GAAP operating earnings.
- **2025-09** — The company closed its RGA individual-life reinsurance transaction, reducing mortality exposure by 75% and releasing more than $2 billion of capital.

## Links

- Website: https://equitable.com
- LinkedIn: https://www.linkedin.com/company/equitable-financial
- Twitter/X: https://twitter.com/EquitableFin
- Instagram: https://www.instagram.com/equitable.financial
- Facebook: https://www.facebook.com/EquitableFinancial

---

Profile page: https://yespress.io/equitable
Published by YesPress — https://yespress.io
Last updated: 2026-08-11