Tag : insurance brokerage

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner
InsurTech Investment Services News

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner

Fintech News Desk
Investment to support Bain Capital-backed partnership’s growth and M&A strategy Keystone Agency Partners, a rapidly growing insurance brokerage platform, announced it has received a significant preferred equity investment from Flexpoint Ford Asset Opportunity Fund II. The investment will further enable KAP to execute its growth strategy and fund the expansion......
Aran Buchan Joins Alliant Insurance Services in Seattle
News Risk Management

Aran Buchan Joins Alliant Insurance Services in Seattle

Fintech News Desk
Buchan to provide full range of insurance and risk management solutions to Northwest client base Alliant Insurance Services has hired Aran Buchan as Vice President. Based in Seattle, Buchan will design, implement, and manage insurance and risk management solutions that add value, financial strength, and productivity to a diverse client base......
Risk Strategies Acquires Statewide Condominium Insurance
InsurTech News Risk Management

Risk Strategies Acquires Statewide Condominium Insurance

Fintech News Desk
Condominium Specialty Broker Adds to Florida Real Estate Capabilities Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced its acquisition of Statewide Condominium Insurance, a retail broker focused on the condominium and apartment complex risk sectors. Terms of the deal were not announced. Based in Vero......
Risk Strategies Acquires Worldwide Assurance, Inc.
News Risk Management

Risk Strategies Acquires Worldwide Assurance, Inc.

Fintech News Desk
Miami-area specialist adds to national employee benefits practice capabilities Risk Strategies, a leading national specialty insurance brokerage, and risk management firm, announced it has acquired Worldwide Assurance, a health and benefits-focused retail agency. The terms of the deal were not released. Founded in 2012, Worldwide Assurance is a specialist in......
Risk Strategies Launches National Consulting Business
News Risk Management

Risk Strategies Launches National Consulting Business

Fintech News Desk
Core business segment offers extensive consulting services for employers and insurance providers Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced it has launched its national consulting and actuarial services business. Now merged into a single unified business segment and reporting to John Greenbaum, Risk Strategies......
Survey Finds Nearly 60% of Home/Auto Policy Owners are Worried about Being Underinsured
InsurTech News

Survey Finds Nearly 60% of Home/Auto Policy Owners are Worried about Being Underinsured

Fintech News Desk
Changing economy and inflation drive concern for insurance coverage Rising inflation and changes in the economy are increasing the risk of insurance coverage gaps for many consumers, according to VIU by HUB, a digital insurance brokerage platform powered by HUB International Limited (HUB), a leading global insurance brokerage and financial services firm. The......
Hub International Expands Commercial and Personal Insurance Capabilities With Acquisition of the Assets of Shaver-Robichaux Agency, Inc. In Louisiana
Digital Payments News

Hub International Expands Commercial and Personal Insurance Capabilities With Acquisition of the Assets of Shaver-Robichaux Agency, Inc. In Louisiana

Fintech News Desk
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced that it has acquired the assets of Shaver-Robichaux Agency, Inc. (Shaver-Robichaux). Terms of the transaction were not disclosed. Latest Fintech News: Freedom Financial Network Announces Close of $324Million Securitization of FreedomPlus Personal Loans Located in Thibodaux and Raceland, Louisiana, Shaver-Robichaux......
HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group, LLC in Pennsylvania
Finance News

HUB International Boosts Retirement and Wealth Advisory Services With Acquisition of the Assets of Heritage Wealth Management Group

Fintech News Desk
HUB International Limited (Hub), a leading full-service global insurance brokerage and financial services firm, announced that it has acquired the assets of Heritage Wealth Management Group, LLC (Heritage Wealth Management Group). Terms of the transaction were not disclosed. Latest Fintech News: Cleantech Building Materials Financing Partner appointed to further Increase China Accoya......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
C3 Risk & Insurance Services Elected as Partner by Assurex Global
InsurTech News Risk Management

C3 Risk & Insurance Services Elected as Partner by Assurex Global

Fintech News Desk
Insurer now included in exclusive group of 97 independent brokerages comprising the worldwide partnership C3 Risk & Insurance Services (C3), a San Diego-based specialty insurance brokerage, announced its membership in Assurex Global, the world’s largest privately held commercial insurance, risk management and employee benefits brokerage group, on March 15, 2022. While......
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