Jake Stanton
Senior Account Executive at BizEquity
- Role
- Senior Account Executive at Bizequity
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Jake Stanton
BizEquity is the industry leading wealthtech platform for capitalizing on the historic business owner market opportunity.We give financial professionals the ability to valuate private businesses quickly, efficiently, and accurately on our cloud.We pair this with a revolutionary prospecting database of over 33m prevaluated businesses, supplemented by white labeled marketing materials and proven engagement strategies, and the BizFranklin hot lead routing system that is a huge hit with our subscribers.98% of business owners don’t know the value of the asset with which most plan to fund their retirement. Valuation is the conversation they aren’t brushing aside- engage and win new clients, while solidifying COI status with your existing book with our tools.Our platform has generated billions in AUM for our advisor subscribers, hundreds of millions in insurance premiums and loan revenue for insurers/bankers, and many millions more in fees.We\'ve disrupted how valuation is done, and how financial professionals engage and serve the 98% of business owners who are guessing the value of their greatest a••••••••@bizequity.com
Experience
Senior Account Executive
Jul 2025 — Present · Philadelphia, PA, US
Education
West Virginia University
Bachelor's degree, Multiple Disciplinary Studies: Minors in Economics, Business, and Communication
2012 — 2017
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