16 companies

Resourcing Edge

Resourcing Edge is a North American insurance brokerage, financial services and HR consulting firm serving employers and individuals with benefits, workforce and financial planning.

Nationwide Mutual Insurance Company

Fortune 100 insurer and financial services firm founded in 1926, offering auto, home, life and pet insurance plus retirement planning, annuities and mutual funds.

Hylant Group, Inc.

Hylant Group is a family-owned insurance brokerage founded in 1935, offering business insurance, employee benefits, and risk management consulting from over 20 US offices.

Swiss Life

Swiss Life is a European life insurance, pensions and financial solutions provider serving private customers and corporate clients in Switzerland, France, Germany, Luxembourg and Singapore.

Equitable Holdings, Inc.

Equitable Holdings is an American financial services firm, founded in 1859, offering annuities, life insurance, wealth management, investment management and employee benefits through 4,300+ financial professionals.

Thrivent Financial for Lutherans

Member-owned fraternal financial services organisation founded in 1902, providing insurance and financial solutions to over 2 million clients and managing more than $170 billion in assets.

Berkley

Berkley is a Fortune 500 property and casualty insurer founded in 1967, providing specialised commercial lines insurance and reinsurance through 60 independent operating units worldwide.

New York Life

New York Life is a mutual life insurance company founded in 1845, offering life insurance, retirement planning, education funding and business security solutions through agents and advisors.

HUB International Limited

Northwestern Mutual

Mutual financial services firm, founded 1857, providing financial planning, insurance, brokerage and wealth management through 8,000+ advisors serving 5.1m clients.

Affinex Financial

Affinex Capital is a national retirement income, wealth management, annuity and life insurance platform that gives independent advisors pre-scheduled client appointments and back-office support.

Signal Advisors

Signal Advisors is a tech-enabled IMO founded in 2020, offering a remote-first integrated platform for annuities, life insurance and wealth management, with 24-hour commission payments and AI policy tools.

005 Southwest Business Corporation

SWBC is a diversified financial services firm offering mortgages, payroll and HR services, and insurance and investment products to businesses, families and financial institutions across all 50 U.S. states.

TIAA

TIAA is a US financial services firm founded in 1918, providing retirement plans, annuities, investments and banking to professionals in education, healthcare, research and culture.

Hantz Group

Michigan-based financial services holding company founded in 1998, providing financial planning and wealth management to individuals and businesses through over 150 advisers.

Wisepath Group

Wisepath Group provides integrated financial planning for families and small businesses, combining estate, retirement, long-term care and trust funding strategies.