Search Results for: insurance services

Inszone Insurance Services Completes Acquisition of Carmichael Associates
InsurTech News

Inszone Insurance Services Completes Acquisition of Carmichael Associates

Fintech News Desk
by Fintech News Desk0
Inszone Insurance Services: a rapidly growing, national provider of benefits, personal and commercial lines insurance, announced the acquisition of Carmichael Associates, Inc. “Carmichael’s team of professionals have been exceptional in the field, and we are thrilled to incorporate their innovation into the Inszone’s framework” Established in 1988 by Stan Carmichael,......
SJD Insurance Services Joins World Insurance Associates
InsurTech News

SJD Insurance Services Joins World Insurance Associates

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (World), a Top 50 Insurance Brokerage, announced that it acquired the business of SJD Insurance Services, Inc. of Great Falls, VA on December 1, 2022. Terms of the transaction were not disclosed. SJD provides a full range of insurance/consulting services to individuals and businesses. They have......
Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
by Fintech News Desk0
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
Finance InsurTech News

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

Fintech News Desk
by Fintech News Desk0
Vise, the technology-powered asset manager that allows financial advisors to build custom portfolios in minutes, announced that RIAs Greenstone Wealth Management and CPR Financial and Insurance Services are using the Vise platform. The news comes at a time when advisors are craving more tech and automation to drive efficiency in......
Incenter Insurance Solutions Announces Lender Insurance Services, Bringing More Efficiency To The Commercial Lending Process
InsurTech News

Incenter Insurance Solutions Announces Lender Insurance Services, Bringing More Efficiency To The Commercial Lending Process

Fintech News Desk
by Fintech News Desk0
Offerings Include Real Estate Investment Portfolio Reviews and Specialty Insurance for Short-Term Opportunities Incenter Insurance Solutions, part of the Incenter family of companies, announced its Lender Insurance Services. “Our Lender Insurance Services not only empower our clients to ensure compliant insurance coverage across all investment properties; they help them do so efficiently......
Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services
InsurTech News

Generational Equity Advises Peak Performance Team in its Merger with PCF Insurance Services

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the merger of its client, Peak Performance Team, Inc. with PCF Insurance Services of the West, LLC. The acquisition closed on July 15, 2022. Latest Fintech News: Accenture Invests in pulsESG to Advance ESG......
WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC
InsurTech News

WSFS Announces Sale of BMT Insurance Advisors to Patriot Growth Insurance Services, LLC

Fintech News Desk
by Fintech News Desk0
WSFS Financial Corporation announced it sold the business of BMT Insurance Advisors (BMTIA), an independent insurance brokerage and risk management consulting firm throughout the United States that builds custom insurance solutions for consumers and businesses, to Patriot Growth Insurance Services, LLC (Patriot). The deal includes an offer of continuing employment......
G2 Insurance Services Joins Relation Insurance Services
InsurTech News

G2 Insurance Services Joins Relation Insurance Services

Fintech News Desk
by Fintech News Desk0
Transaction brings one of the nation’s leading independent insurance brokerage firms to Relation; will expand national footprint and areas of expertise. Relation Insurance Services one of the largest and fastest-growing national insurance agencies, announcedit has acquired the assets of California-based G2 Insurance Services, LLC (“G2”). The transaction brings an established,......
SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity
InsurTech News

SkyPoint Financial and Insurance Services Targets Next Level of Growth by Joining Integrity

Fintech News Desk
by Fintech News Desk0
High-performing IMO with impressive track record and trajectory will tap into Integrity’s end-to-end platform to enhance agent support and protect more American families Integrity Marketing Group, LLC a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has acquired SkyPoint......
Inszone Insurance Services Announces the Acquisition of Caleb Insurance and Financial Services
Finance InsurTech News

Inszone Insurance Services Announces the Acquisition of Caleb Insurance and Financial Services

Fintech News Desk
by Fintech News Desk0
Agency Becomes the 3rd acquisition for Inszone in Texas Inszone Insurance Services, a rapidly growing national provider of benefits, personal, and commercial lines insurance, announced the acquisition of Caleb Insurance and Financial Services, Inc. “Combined with Inszone’s resources, market access and process and procedures, we are excited for the growth......
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