NFP Corp. is a prominent insurance broker and consultant based in New York, specializing in a comprehensive range of services that include corporate benefits, retirement planning, property and casualty insurance, and individual insurance solutions. Established in 1998, the company operates through two main segments: Insurance Brokerage and Consulting, which caters to corporate clients with tailored insurance solutions, and Advisor Services, which supports independent financial advisors with broker/dealer and registered investment advisory services. NFP Corp. focuses on serving middle-market companies, financial advisors, and high-net-worth individuals, leveraging its expertise and innovative technologies to foster strong relationships with insurers and financial institutions. The company was previously known as National Financial Partners Corp. and rebranded to NFP Corp. in March 2015.
Senior Vice President, Group Benefits - NFP Canada
Dan Salomon
Senior Vice President, M&A Integration
Past deals in Wealth Management
Divergent Wealth Advisors
Acquisition in 2023
Divergent Wealth Advisors is an independent registered investment advisor that specializes in holistic wealth management and retirement planning. The firm provides a range of financial planning services tailored for both individuals and businesses, emphasizing a comprehensive and collaborative approach. Their offerings include financial planning, business planning, investment planning, debt strategy, and estate planning, aimed at helping clients achieve their financial goals.
David A. Marcus and Associates
Acquisition in 2023
David A. Marcus and Associates is a financial planning firm that focuses on providing tailored solutions for individuals and business owners. The company offers a diverse array of services, including estate planning, retirement planning, and wealth transfer strategies. Additionally, it provides disability income insurance and individualized insurance audits, ensuring that clients have comprehensive coverage that meets their specific needs. By addressing both personal and corporate financial requirements, David A. Marcus and Associates aims to assist clients in navigating changing economic conditions effectively.
Newport Private Wealth
Acquisition in 2022
Newport Private Wealth is started Newport Private Wealth, in 2001, because they saw both a need and an opportunity. They had been senior wealth management professionals at various financial institutions, serving high net worth clients and managing their own families’ investments. They grew increasingly frustrated with what they perceived to be inherent conflicts of interest within the traditional industry models, institutional bureaucracy and a mass production approach to investments and client service. In their view, there was simply no provider that was doing an optimal job of meeting all the needs a high net worth family has for independent and unbiased advice; access to top investment managers; true diversification; access to high quality private investments; and ideas and solutions that are based on a ‘wide angle’ view of wealth.
Simon Shirley Advisors
Acquisition in 2022
Simon Shirley Advisors is a provider of financial advisory services.
AFS Advisors
Acquisition in 2022
AFS Advisors is an investment advisory service for individuals, corporations, and business entities.
Harness Wealth
Series A in 2021
Harness Wealth is a wealth management platform tailored for entrepreneurs, investors, and individuals involved in business development. It aims to provide accessible and valuable financial advice through a combination of innovative technology and expert advisory services. The platform employs proprietary technology to create personalized financial profiles, including balance sheets and opportunity assessments. This unified data approach enables clients to effectively monitor their financial activities and identify opportunities for growth. By integrating financial advisors, estate lawyers, and tax professionals, Harness Wealth offers comprehensive support to help clients achieve their financial goals and build lasting legacies.
Pension Advisors
Acquisition in 2020
Pension Advisors is an independent investment advisory firm based in Cleveland, Ohio, specializing in the retirement industry. The firm offers a comprehensive range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. By focusing on the intricacies of retirement plans, Pension Advisors assists clients in understanding the various providers, funds, fees, and technologies available. The firm supports clients throughout the retirement process by helping them select the most suitable plan products, providing investment advice, and negotiating fees and contracts. Additionally, Pension Advisors is committed to delivering ongoing, proactive support to ensure clients’ needs are systematically addressed.
Ernest R Shaw
Acquisition in 2020
Ernest R Shaw Limited is a financial advisory and insurance brokerage firm based in London, United Kingdom. Founded in 1964, the company provides a range of financial advisory services to both individuals and businesses, including personal financial planning, tax planning, and advice on restructuring financial arrangements. In addition to these services, Ernest R Shaw specializes in employee benefit packages, which encompass pensions, risk benefits, sick pay, private health care, and voluntary schemes. The firm also offers pre-retirement counseling to assist clients in preparing for their future. As an independent broker, it caters to both the commercial and private sectors, providing property and casualty insurance, commercial combined business insurance, computer insurance, and cyber liability insurance. As of September 1, 2020, Ernest R Shaw operates as a subsidiary of NFP Corp.
WealthTech
Venture Round in 2020
WealthTech is a digital finance company that specializes in financial planning and wealth management through innovative technology. With extensive experience in the financial services industry, WealthTech has developed a platform that provides personalized, client-focused financial services at scale. Its flagship offering, the fGPS financial goal positioning system, allows for hyper-customizable financial planning, enabling both advisor-assisted and fully automated guidance. This technology facilitates comprehensive management of financial decisions, including goal formulation, budgeting, expense management, and investment strategies. By reshaping the personal finance landscape, WealthTech empowers its partners to enhance their capabilities and broaden their reach, offering individuals and households diverse options for achieving their financial objectives.
401kplans.com
Seed Round in 2018
401kplans.com is a digital platform focused on enhancing the efficiency and transparency of retirement plan distributions for small businesses. By leveraging technology, the company aims to streamline the due diligence process for financial advisors and third-party administrators (TPAs). Its platform provides a consistent and accurate display of plan pricing, services, and investments, along with real-time data on retirement plan activity. This approach addresses the evolving regulatory landscape and the industry's need for modernization, positioning 401kplans.com as a crucial resource for financial professionals navigating the complexities of retirement planning. The company seeks to facilitate collaboration among various stakeholders, including providers and investment managers, to improve the overall landscape of retirement benefits.
Cambridge Consulting Group
Acquisition in 2018
Cambridge is a full-service benefits brokerage and wealth strategies firm that provides customized solutions to a range of corporate and individual clients.
Tomorrow Ideas
Convertible Note in 2018
Tomorrow Ideas develops an application that helps in protecting family’s financial future. Its application includes last will and testament for the family and the laws of the state, a revocable living trust, guardianship for children and pets, net worth and life insurance calculator, term life insurance comparison, and a complimentary insurance policy. Tomorrow Ideas' application can be downloaded from iOS and Android. David Hanley, Erik Berg, Joshua Heckathorn, and Wayne Rambo founded it in 2015, with its headquarters in Seattle in Washington.
First West Brokerage Services, Inc. (First West)
Acquisition in 2016
First West is a full service benefits insurance broker and consultant specializing in group health plans with additional offerings in corporate retirement products, ancillary benefits and human resources solutions, as well as individual wealth management. The firm is based in Orem, UT, with a second office in Salt Lake City.
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