ABOUT US

FinTech, has dramatically altered the way we access money. Now, we can invest and borrow online or even with a mobile device with a few clicks of a button–all without ever having to deal with a traditional bank. Bearing in mind the ever-changing digital market trends, Equifinancial LLC was created with the capital markets and regulatory authorities  in mind. We want to help eliminate the stress and lack of control that often comes from business transactions that occur with traditional banks. Our goal is to make sure you have seamless access to your capital through private placements.

Our FinTech web portal, OpenSource Capital, was launched in an effort to source capital that will comply with all Securities Exchange Act and FINRA regulations. It was designed with an accurate and strategic business plan in place to help facilitate sourcing capital. We believe in one hundred percent transparency and clarity when it comes to our business methods. Our president, David L. Wilson, is a veteran in the financial and securities industry, holding Series 7, 63, and 24 securities licenses. In addition to extensive expertise, Mr. Wilson has a record of more than 30 years of community leadership.

At Equifinancial LLC, our unique sourcing makes us stand out in the industry. We primarily source industries with a focus on social impact investments. Impact investing refers to investments that have intentions to generate positive measurable environmental or social impact–in addition to financial return. We seek to make  investments that benefit humanity.

Equifinancial, LLC offers our clients investment products and services to meet their changing investment goals and objectives. We identify and vet income-producing opportunities, focusing on:

• • Broker/dealer retailing corporate securities
  • Private Placement of Securities
  • Broker/ dealer retailing corporate debt securities
  • Mutual Funds
  • Tax shelters or limited partnership in primary distribution
  • Broker /dealer selling variable life insurance of annuities
  • Non-member arranging for transactions in listed securities by exchange member
  • Federal and State and Municipal Securities

Our mission it to ensure our investors have access to capital growth through all industries. We do the research and partner you with companies that will lead to synergy in business, as well as lucrative working relationships.