Edgewood Partners Insurance Center
Edgewood Partners Insurance Center (EPIC) is a retail insurance brokerage and consulting firm specializing in risk management and employee benefits. Founded in 2007 and headquartered in San Francisco, EPIC has expanded its operations to ten offices across California, as well as locations in Denver and New York. With a team of over 300 professionals, the firm is recognized as one of the largest brokers in the U.S. West and ranks among the top 40 retail insurance brokers nationwide. EPIC has experienced significant growth, increasing its revenue from $12 million at inception to an estimated run rate of $200 million, achieved through both organic growth and strategic acquisitions. The company is known for its values-based, client-focused culture, which has garnered accolades as a “Best Place to Work” in various regions and sectors. EPIC offers a comprehensive range of services, including commercial property and casualty insurance, employee benefits, specialty programs, and private client services, positioning itself as a leader in the insurance industry.
Dixon Wells
Acquisition in 2022
Dixon Wells is an insurance brokerage firm that specializes in providing financial services to financial advisors across the nation. The company partners with these advisors to enhance their business growth by offering a range of services, including life insurance, long-term care, disability income, and annuities. Dixon Wells provides underwriting expertise and sales support, enabling advisors to effectively assist their clients in wealth protection and transfer.
Trumark Insurance & Financial Services
Acquisition in 2019
Trumark Insurance & Financial Services Inc. is a brokerage and general agency based in Pleasanton, California, specializing in the institutional financial advisory market. Founded in 2000, the company provides a range of financial products and services, including life insurance, long-term care solutions, annuities, and disability insurance. Trumark focuses on risk management and wealth management, offering expertise through a team of financial advisors, accountants, attorneys, and insurance brokers. The firm develops strategic partnerships with institutional financial advisors, broker-dealers, property and casualty firms, registered investment advisors, and independent advisors to enhance its service offerings. As of August 2019, Trumark operates as a subsidiary of Edgewood Partners Insurance Center, Inc.
Frenkel
Acquisition in 2017
Frenkel & Company specializes in insurance coverage for the Marine, Cosmetic, Surety and various other industries.
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