NFP

NFP Corp. is an insurance broker, consultant, and wealth management company headquartered in New York, New York. Founded in 1998, the company operates primarily in two segments: Insurance Brokerage and Consulting, and Advisor Services. The Insurance Brokerage and Consulting segment provides a wide range of solutions, including corporate benefits, retirement plans, property and casualty insurance, and individual insurance products. Meanwhile, the Advisor Services segment offers independent broker/dealer and registered investment advisory services tailored for independent financial advisors. NFP focuses on serving middle-market companies, high-net-worth individuals, and financial advisors, leveraging its expertise, innovative technologies, and strong relationships with insurers and vendors to deliver customized services. The firm is also involved in venture capital through NFP Ventures, which invests in early-stage companies across various sectors, including fintech and insurtech.

Joe Carpenter

President of Executive Benefits

Shawn Ellis

EVP and MD

Michael Goldman

Executive Vice President and COO

Marc Lajoie

Senior Vice President, Group Benefits - NFP Canada

Dan Salomon

Senior Vice President, M&A Integration

Past deals in Consumer Services

Elective Benefit Services

Acquisition in 2020
Elective Benefit Services specializes in group benefits and retirement planning. The firm has more than two decades of experience providing consultation, financial planning and administration support to their clients.

Transit Insurance Services

Acquisition in 2019
Transit Insurance Services, Inc. operates as a property and casualty insurance broker. The company was founded in 1982 and is based in Ontario, California. As of August 1, 2019, Transit Insurance Services, Inc. operates as a subsidiary of NFP Corp.

Aquesta Insurance Services

Acquisition in 2018
As of June 29, 2018, Aquesta Insurance Services, Inc. was acquired by NFP Corp. Aquesta Insurance Services, Inc. provides insurance products. The company offers automobile, boat, homeowner, renter, and flood insurance products. Aquesta Insurance Services, Inc. was formerly known as Oswald, Trippe and Company of the Carolinas, Inc. and changed its name to Aquesta Insurance Services, Inc. in November 2009. The company was founded in 1982 and is headquartered in Cornelius, North Carolina.

Valued Pharmacy Services

Acquisition in 2017
Valued Pharmacy Services, a PBM Consulting Company, is an innovator in tackling skyrocketing healthcare and pharmacy costs for companies of all sizes. Our highly successful “coalition” approach to healthcare ensures that all of our clients receive benefit options typically reserved for exclusive entities.

City Securities Corp.

Acquisition in 2017
City Securities is the oldest and largest independent, full-service investment firm based in Indiana—and one of the oldest in the Midwest. Lots of people know us as Indiana’s municipal bond experts because we’ve helped finance more projects for Indiana schools and communities than any other firm in history. We have, quite literally, helped build the state of Indiana.

SST Benefits

Acquisition in 2016
SST Benefits Consulting & Insurance Services, Inc. specializes in providing consulting services for retirement plans and post-employment health savings accounts, primarily to public sector entities. Established in 1982 and based in El Dorado Hills, California, the company offers expertise in deferred compensation, defined contribution plans, tax-sheltered accounts, and voluntary employee beneficiary associations. SST Benefits emphasizes a client-centered approach, ensuring that their services align with the unique goals and decision-making methods of their clients. The consulting team at SST is recognized for its extensive experience in the defined contribution and deferred compensation marketplace, allowing the firm to deliver customized solutions based on best practices and current market conditions. Additionally, SST Benefits maintains a strong commitment to transparency by severing ties with providers to avoid conflicts of interest, ensuring that their recommendations are impartial and focused on the best outcomes for plan participants. As of 2016, SST operates as a subsidiary of NFP Corp.

ERISA Fiduciary Advisors

Acquisition in 2016
ERISA Fiduciary Advisors, Inc. is an independent, fee-based registered investment advisor and retirement plan consultant.

Vanorsdale Insurance Services

Acquisition in 2015
Vanorsdale Insurance Services, Inc. is an insurance agency and offers life and non-life insurance services. The company was founded in 1947 and is based in San Diego, California. As of December 11, 2015, Vanorsdale Insurance Services, Inc. operates as a subsidiary of NFP Property & Casualty Services, Inc.
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