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Equinox Financial Advisors, Inc.
Equinox Financial Advisors was founded in 2004 and is based in Manchester Center, Vermont. The firm is independently owned by its principal and registered as a...
Equinox Financial Advisors, Inc.
Equinox Financial Advisors was founded in 2004 and is based in Manchester Center, Vermont. The firm is independently owned by its principal and registered as a Vermont RIA, meaning it operates under a fiduciary duty to clients. The firm provides investment advisory and financial planning services to individuals, families, non-profits, and small businesses. Its approach combines financial planning and investment management through an integrated model. The firm does not disclose specific asset classes, investment strategies, or portfolio companies. Equinox maintains a single office in Manchester Center and does not report total professionals or AUM publicly. The firm emphasizes long-term client relationships, personalized service, and a fiduciary standard as its core commitments. Equinox operates as a standalone RIA without affiliation to larger financial institutions, investment funds, or family offices. Its structural differentiator is its independent fiduciary posture and focus on serving local Vermont clients through a single location.
General information
Firm type
Venture Capital
Year founded
2004
Location
Region
North America
Country
United States
City
Manchester
Corporate office
Manchester Center, VT, United States
Frequently asked questions
What is Equinox Financial Advisors, Inc.?
Equinox Financial Advisors, Inc. is a venture capital headquartered in Manchester, United States.
When was Equinox Financial Advisors, Inc. founded?
Equinox Financial Advisors, Inc. was founded in 2004.
Where is Equinox Financial Advisors, Inc. headquartered?
Equinox Financial Advisors, Inc. is headquartered in Manchester, United States, in the North America region.
What does Altss track for Equinox Financial Advisors, Inc.?
Altss maintains an OSINT-verified profile of Equinox Financial Advisors, Inc. covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Equinox Financial Advisors, Inc.'s website?
Equinox Financial Advisors, Inc.'s public website is equinoxfinancialadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Equinox Financial Advisors, Inc.?
Equinox Financial Advisors, Inc. is classified by Altss as a Venture Capital, operating from United States within the North America region.
How does Altss source intelligence on Equinox Financial Advisors, Inc.?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Equinox Financial Advisors, Inc.'s Altss profile last updated?
Equinox Financial Advisors, Inc.'s profile on Altss was last refreshed on July 10, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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