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UndisclosedUndisclosed2 - 9Normal, IL
Services provided
30% Insurance Services & Brokers35% Accounting35% Financial Advising & PlanningMcBeath Financial Group, an Accounting company, is based in Normal, Illinois. They focus on Accounting and Financial Advising & Planning and were launched in 2008.
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UndisclosedUndisclosed2 - 9Valparaiso, IN
Services provided
30% Insurance Services & Brokers30% Business Valuation Services30% Financial Advising & Planning +1 service10% AccountingFinancial Advising & Planning company Harvest Wealth Partners is in Valparaiso, Indiana. They provide Financial Advising & Planning and Insurance Services & Brokers and were established in 2008.
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UndisclosedUndisclosed2 - 9Ottawa, Canada
Services provided
30% Insurance Services & Brokers30% Financial Advising & Planning20% HR Consulting +2 services10% Financial Consulting10% Funding & InvestmentMDL Financial Group is a Financial Advising & Planning company. The Ottawa, Canada-based company focuses on Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Indianapolis, IN
Services provided
30% Insurance Services & Brokers70% Funding & InvestmentPlanned Investment Company Inc. Is a Funding & Investment company launched in 1958. The team focuses on Funding & Investment and Insurance Services & Brokers and is in Indianapolis, Indiana.
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UndisclosedUndisclosed2 - 9Markham, Canada
Services provided
30% Insurance Services & Brokers35% Accounting35% Funding & InvestmentBased in Markham, Canada, HPAN Group Corp. Is an Accounting company. The team focuses on Accounting and Funding & Investment.
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UndisclosedUndisclosed2 - 9Scottsdale, AZ
Services provided
30% Insurance Services & Brokers70% Financial ConsultingLaunched in 1983, Risk Resource is a Financial Consulting company. The team focuses on Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
30% Insurance Services & Brokers40% Financial Consulting30% Financial Advising & PlanningLeCornu Risk Advisory, a Financial Consulting company, was founded in 1974. The company focuses on Financial Consulting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Lancaster, PA
Services provided
30% Insurance Services & Brokers70% Business ConsultingEgan Security Group is a Business Consulting company. The team is headquartered in Lancaster, Pennsylvania, and their services include Business Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Manizales, Colombia
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningCommercial Financing company SOFTWARE DE COLOMBIA S.A.S was established in 1993. Located in Manizales, Colombia, the team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49West Lake Hills, TX
Services provided
25% Insurance Services & Brokers50% Accounting25% StaffingLaunched in 2003, Valforce, Inc. Is a small West Lake Hills, Texas-based Accounting company. Their team offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Manchester, England
Services provided
25% Insurance Services & Brokers50% Financial Advising & Planning15% Financial Consulting +1 service10% Business ConsultingMoney & Mortgages LLP is a Financial Advising & Planning company. The Manchester, England-based company offers Financial Advising & Planning and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49Kings Langley, England
Services provided
25% Insurance Services & Brokers25% Commercial Financing25% Financial Advising & Planning +2 services15% Financial Consulting10% Business ConsultingPhoenix Financial Consultants is a Commercial Financing company. Their small team is located in Kings Langley, England. Their services include Commercial Financing and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49London, England
Services provided
25% Insurance Services & Brokers25% Financial Advising & Planning25% Product Design +2 services15% Financial Consulting10% Business ConsultingOAC PLC is a London, England-based Product Design company. They specialize in Product Design and Financial Advising & Planning and were established in 1994.
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UndisclosedUndisclosed10 - 49London, England
Services provided
25% Insurance Services & Brokers25% CRM Consulting and SI25% Commercial Financing +1 service25% Financial Advising & PlanningCRM consulting and SI company Futureform was launched in 2019. The agency offers CRM consulting and SI and Commercial Financing.
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UndisclosedUndisclosed10 - 49Toronto, Canada
Services provided
25% Insurance Services & Brokers25% Business Consulting25% Business Continuity Management +1 service25% Litigation Support ServicesINTECH Risk Management Inc is a Toronto, Canada-based Business Consulting company. They offer Business Consulting and Insurance Services & Brokers and were established in 1976.
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UndisclosedUndisclosed50 - 249London, England
Services provided
20% Insurance Services & Brokers25% Business Consulting25% Financial Consulting +2 services20% Financial Advising & Planning10% Commercial Brokerage ServicesBusiness Consulting company Capricorn Financial Consultancy is located in London, England and Singapore, Singapore. They provide Business Consulting and Financial Consulting.
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UndisclosedUndisclosed50 - 249Paris, France
Services provided
20% Insurance Services & Brokers20% Accounting10% Business Consulting +5 services10% Corporate Law10% Financial Advising & Planning10% Financial Consulting10% HR Consulting10% Media & Entertainment LawFounded in 2011, Groupe Emargence is an Accounting company. The company offers Accounting and Insurance Services & Brokers, and is midsize.
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UndisclosedUndisclosed50 - 249Chicago, IL
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingEstablished in 2005, The Claro Group is a Commercial Financing company. The team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Madrid, Spain
Services provided
20% Insurance Services & Brokers30% Accounting20% Corporate Training & Coaching +3 services10% Business Consulting10% Financial Advising & Planning10% Financial ConsultingICJCE Auditors is an Accounting company in Madrid, Spain. The team provides Accounting and Corporate Training & Coaching.
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UndisclosedUndisclosed50 - 249Riyadh, Saudi Arabia
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingYANAL Finance Company (formerly Saudi ORIX), a Commercial Financing company, is based in Riyadh, Saudi Arabia. Established in 2001, the team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Cincinnati, OH
Services provided
20% Insurance Services & Brokers30% Financial Advising & Planning25% Commercial Financing +1 service25% Funding & InvestmentFort Washington Investment Advisors, Inc., a Financial Advising & Planning company, was founded in 1990. The midsize team specializes in Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed50 - 249Saskatoon, Canada
Services provided
20% Insurance Services & Brokers40% Business Valuation Services30% Financial Advising & Planning +1 service10% Commercial FinancingSuncorp Valuations is a Saskatoon, Canada-based Business Valuation Services company. The team provides Business Valuation Services and Financial Advising & Planning.
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UndisclosedUndisclosed50 - 249Louisville, KY
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Financial Consulting +2 services10% Accounting10% Business ConsultingStrategic Wealth Designers is a Financial Advising & Planning company. They specialize in Financial Advising & Planning and Insurance Services & Brokers and are located in Louisville, Kentucky.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +2 services20% Financial Consulting20% Funding & InvestmentAtlantic Global Risk LLC is a Commercial Financing company. The Toronto, Canada-based company was launched in 2017. Their team offers Commercial Financing and Accounting.
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UndisclosedUndisclosed50 - 249Toronto, Canada
Services provided
20% Insurance Services & Brokers80% Financial ConsultingPurves Redmond Limited is a Financial Consulting company. Their midsize team is in Toronto, Canada. Their services include Financial Consulting and Insurance Services & Brokers.
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UndisclosedUndisclosed50 - 249Las Vegas, NV
Services provided
20% Insurance Services & Brokers20% Accounting20% Call Center Services +2 services20% Custom Software Development20% Recruitment Process OutsourcingInvisia is a software development company. They focus on Custom Software Development and Call Center Services and were launched in 2012. The agency is based in Las Vegas, Nevada.
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UndisclosedUndisclosed50 - 249Markham, Canada
Services provided
20% Insurance Services & Brokers30% Litigation Support Services20% Accounting +2 services15% Business Valuation Services15% Intellectual Property LawWilliams Meaden & Moore Inc. Is a midsize Litigation Support Services company in Markham, Canada and Vancouver, Canada. Their services include Litigation Support Services and Accounting.
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UndisclosedUndisclosed1,000 - 9,999Scottsdale, AZ
Services provided
10% Insurance Services & Brokers10% Application Testing10% Cloud Consulting & SI +9 services10% Cybersecurity10% ECM Consulting and SI10% Generative AI10% IT Managed Services10% UX/UI Design5% Blockchain5% Custom Software Development5% DevOps Managed Services5% IT Strategy ConsultingEncora Inc., an UX agency, was founded in 2005. The large team focuses on UX/UI Design and cloud consulting & SI.
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UndisclosedUndisclosed2 - 9Sunnyside, WA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsHernandez Financial offers expert financial advising and planning services, demonstrating reliability and extensive knowledge. The reviews highlight positive customer experiences, increased profitability, and effective communication, with no significant areas for improvement noted. Clients appreciate the company's good value for cost and were influenced by positive referrals and ratings.
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UndisclosedUndisclosed2 - 9Los Angeles, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsAKA Taxes specializes in annual tax preparation and filing, as well as providing guidance on tax-related queries. The overall feedback indicates that the company meets deadlines efficiently and offers prompt, knowledgeable responses to questions. Some clients suggested earlier filing, but overall, AKA Taxes was highly recommended for its expertise and reliability.
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UndisclosedUndisclosed2 - 9Madison, WI
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsCentral Wealth Management offers tailored financial services, analyzing and recommending investment strategies to align with individual goals and risk tolerance. Feedback highlights a successful partnership characterized by effective communication and valuable quarterly portfolio insights. Clients appreciate the firm's geographic accessibility, budget-friendly pricing, and cultural compatibility, with no noted areas for improvement.
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UndisclosedUndisclosed2 - 9Sacramento, CA
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningSee all 1 projectsBTB Financials offers banking, insurance, and technology services aimed at fostering development and modernity. Reviews highlight positive outcomes like amazing results and unique services, reinforced by effective communication via meetings, phone calls, and emails. Clients chose BTB Financials for their positive ratings, cultural fit, and geographic proximity.
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UndisclosedUndisclosed2 - 9Hiram, GA
Services provided
25% Insurance Services & Brokers25% Accounting25% Litigation Support Services +1 service25% Tax LawFounded in 2019, The Burrellz Enterprise LLC is an Accounting company. Their services include Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Chesapeake, VA
Services provided
25% Insurance Services & Brokers50% Accounting15% Financial Consulting +1 service10% Business ConsultingInnovative Business Consultants, a small Accounting company, is based in Chesapeake, Virginia. The team specializes in Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed2 - 9Washington, DC
Services provided
25% Insurance Services & Brokers30% Accounting25% Financial Advising & Planning +1 service20% Commercial FinancingEduOrg Consulting is an Accounting company. Their small team is in Washington, District of Columbia. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Edmonton, Canada
Services provided
25% Insurance Services & Brokers40% Financial Consulting25% Financial Advising & Planning +1 service10% Business ConsultingCapital Edge Financial Planning is a Financial Consulting company. The team offers Financial Consulting and Financial Advising & Planning and is based in Edmonton, Canada.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
25% Insurance Services & Brokers25% Accounting25% Financial Advising & Planning +1 service25% OtherChicago Wealth Management, Inc. Is a Chicago, Illinois-based Accounting company. Founded in 2003, the team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Derry, Northern Ireland
Services provided
25% Insurance Services & Brokers25% Accounting25% Commercial Financing +1 service25% Financial Advising & PlanningJohnston Financial Solutions Limited is a Derry, Northern Ireland-based Commercial Financing company. The team focuses on Commercial Financing and Accounting.
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UndisclosedUndisclosed2 - 9Sydney, Australia
Services provided
25% Insurance Services & Brokers25% Accounting25% Business Valuation Services +1 service25% Financial Advising & PlanningAccounting company Linton Advisory Group was launched in 2007. The team focuses on Accounting and Financial Advising & Planning and is located in Sydney, Australia.
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UndisclosedUndisclosed2 - 9Chicago, IL
Services provided
25% Insurance Services & Brokers25% Accounting25% Business Valuation Services +1 service25% Funding & InvestmentKenilworth Global Fin Advisors, an Accounting company, was established in 2014. The team focuses on Accounting and Insurance Services & Brokers and is located in Chicago, Illinois and Kampala,
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UndisclosedUndisclosed2 - 9
Services provided
25% Insurance Services & Brokers25% Accounting25% Financial Advising & Planning +1 service25% Robotics Process AutomationArtemis Advisory Group is an Accounting company in Zachary, Louisiana. The team focuses on Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed10 - 49Carrollton, GA
Services provided
20% Insurance Services & Brokers60% Financial Advising & Planning10% Business Consulting +1 service10% Financial ConsultingSee all 1 projectsGrillo and Associates offer comprehensive financial planning services, both long and short-term, tailored to enhance the effective allocation of resources. Clients have reported a noticeable increase in sales growth attributed to their strategic planning, with consistent communication maintained through various channels. Overall, the feedback reflects satisfaction with their services and alignment with client values.
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UndisclosedUndisclosed10 - 49Durban, South Africa
Services provided
20% Insurance Services & Brokers20% Application Management & Support20% Call Center Services +2 services20% Conversion Optimization20% Sales OutsourcingTalksure is a Conversion Optimization company. Launched in 2010, the firm specializes in Conversion Optimization and Application Management & Support.
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UndisclosedUndisclosed10 - 49Ann Arbor, MI
Services provided
20% Insurance Services & Brokers60% Financial Advising & Planning20% AccountingBased in Ann Arbor, Michigan and Holland, Michigan, Stonepath Wealth Management is a small Financial Advising & Planning company. Their services include Financial Advising & Planning and Accounting.
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UndisclosedUndisclosed10 - 49Bala Cynwyd, PA
Services provided
20% Insurance Services & Brokers20% Accounting20% Business Consulting +2 services20% Commercial Financing20% Financial Advising & PlanningEstablished in 1997, RubinGoldman and Associates is a Business Consulting company. Headquartered in Bala Cynwyd, Pennsylvania, the team focuses on Business Consulting and Commercial Financing.
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UndisclosedUndisclosed10 - 49Paris, France
Services provided
20% Insurance Services & Brokers20% Accounting20% HR Consulting +4 services10% Business Consulting10% Corporate Law10% Financial Consulting10% Labor & Employment LawEcovis France is an Accounting company. In Paris, France, the agency was founded in 2003. Their team offers Accounting and Insurance Services & Brokers.
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UndisclosedUndisclosed10 - 49
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingDominion Financial Consultants is a Commercial Financing company. The team provides Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Chicago, IL
Services provided
20% Insurance Services & Brokers20% Accounting20% Commercial Financing +3 services20% Financial Advising & Planning10% Business Consulting10% Financial ConsultingDeRose Financial Planning Group is a Commercial Financing company. They are headquartered in Chicago, Illinois and have small team. They offer Commercial Financing and Accounting.
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UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
20% Insurance Services & Brokers20% Commercial Financing20% Financial Advising & Planning +2 services20% HR Consulting20% IT Managed ServicesThe Capital Group is an IT managed services company based in Bethesda, Maryland. They focus on IT managed services and Commercial Financing and were launched in 1995.
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UndisclosedUndisclosed10 - 49Peoria, IL
Services provided
20% Insurance Services & Brokers40% Financial Advising & Planning20% Accounting +2 services10% Commercial Financing10% Funding & InvestmentDavid Vaughan Investments, LLC is a Financial Advising & Planning company based in Peoria, Illinois and Winter Park, Florida. Their services include Financial Advising & Planning and Accounting.
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Focus (x-axis)
Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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- Market presence and reputation in the industry
List of the Top 15 Insurance Brokerage Services
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UndisclosedUndisclosed1,000 - 9,999
Ability to deliver
25.8/40.017/20 Reviews1.8/10 Clients & Experience7.1/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$5,000+$200 - $300 / hr10 - 49Lynbrook, NY
Ability to deliver
23.6/40.016.2/20 Reviews1.7/10 Clients & Experience5.7/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49San Diego, CA
Ability to deliver
23.1/40.016.2/20 Reviews1.5/10 Clients & Experience5.3/10 Market PresenceService focus
70% Insurance Services & Brokers30% Other -
UndisclosedUndisclosed250 - 999
Ability to deliver
21.3/40.016/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed50 - 249Alpharetta, GA
Ability to deliver
21.3/40.014.6/20 Reviews1.4/10 Clients & Experience5.3/10 Market PresenceService focus
20% Insurance Services & Brokers80% Other -
UndisclosedUndisclosed2 - 9
Ability to deliver
22.4/40.016.4/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
UndisclosedUndisclosed10 - 49Caterham, England
Ability to deliver
22.1/40.016.8/20 Reviews0.2/10 Clients & Experience5.2/10 Market PresenceService focus
10% Insurance Services & Brokers90% Other -
$5,000+Undisclosed2 - 9
Ability to deliver
21.7/40.014.6/20 Reviews1.6/10 Clients & Experience5.6/10 Market PresenceService focus
15% Insurance Services & Brokers85% Other -
$1,000+$150 - $199 / hr2 - 9Pretoria, South Africa
Ability to deliver
20.1/40.014.6/20 Reviews0.7/10 Clients & Experience4.8/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Markham, Canada
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Orwigsburg, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed10 - 49Abilene, TX
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed250 - 999Souderton, PA
Ability to deliver
16.2/40.016.2/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed1,000 - 9,999San Francisco, CA
Ability to deliver
13/40.013/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed10 - 49Portsmouth, England
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
UndisclosedUndisclosed2 - 9Bellevue, WA
Ability to deliver
14.6/40.014.6/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Insurance Services & Brokers75% Other -
$50,000+$100 - $149 / hr10 - 49Chesterbrook, PA
Ability to deliver
14.6/40.00/20 Reviews10/10 Clients & Experience4.6/10 Market PresenceService focus
14% Insurance Services & Brokers86% Other -
UndisclosedUndisclosed10 - 49Los Angeles, CA
Ability to deliver
10.2/40.00/20 Reviews5.1/10 Clients & Experience5.2/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Fort Mitchell, KY
Ability to deliver
10.1/40.00/20 Reviews2.1/10 Clients & Experience8/10 Market PresenceService focus
35% Insurance Services & Brokers65% Other -
UndisclosedUndisclosed10 - 49Westport, CT
Ability to deliver
8.9/40.00/20 Reviews0/10 Clients & Experience8.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Dublin, OH
Ability to deliver
7.6/40.00/20 Reviews0/10 Clients & Experience7.6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other -
UndisclosedUndisclosed250 - 999Kolkata, India
Ability to deliver
7/40.00/20 Reviews2.1/10 Clients & Experience4.9/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr50 - 249Essendon, Australia
Ability to deliver
6.7/40.00/20 Reviews1.4/10 Clients & Experience5.4/10 Market PresenceService focus
100% Insurance Services & Brokers -
$10,000+< $25 / hr10 - 49Shivamogga, India
Ability to deliver
10/40.00/20 Reviews6/10 Clients & Experience4/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
UndisclosedUndisclosed10 - 49Concord, MA
Ability to deliver
7.7/40.00/20 Reviews2.1/10 Clients & Experience5.7/10 Market PresenceService focus
60% Insurance Services & Brokers40% Other -
UndisclosedUndisclosed250 - 999Hialeah, FL
Ability to deliver
6.6/40.00/20 Reviews0/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$1,000+$25 - $49 / hr10 - 49Auckland, New Zealand
Ability to deliver
7.5/40.00/20 Reviews1/10 Clients & Experience6.5/10 Market PresenceService focus
100% Insurance Services & Brokers -
$5,000+Undisclosed250 - 999Delhi, India
Ability to deliver
7/40.00/20 Reviews2.4/10 Clients & Experience4.6/10 Market PresenceService focus
30% Insurance Services & Brokers70% Other -
$50,000+Undisclosed50 - 249Mississauga, Canada
Ability to deliver
6.1/40.00/20 Reviews0/10 Clients & Experience6.1/10 Market PresenceService focus
100% Insurance Services & Brokers -
UndisclosedUndisclosed50 - 249Agra, India
Ability to deliver
6/40.00/20 Reviews0/10 Clients & Experience6/10 Market PresenceService focus
50% Insurance Services & Brokers50% Other
Get personalized agency matches based on your project goals.