Company lists · Data refreshed September 2026

Top 25 Insurance brokerage platforms based in San Francisco, United States

Name: Insurance brokerage platforms based in San Francisco, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 50 companies tracked

RevenueBase identified 50 company matches for insurance brokerage platforms associated with San Francisco, United States as of September 2026 and tracks 1,020 professional contacts across them, including 473 with verified work emails. Across the United States, New York is the largest hub for this category (157 companies); San Francisco has 50.

This list covers company matches for insurance brokerage platforms associated with San Francisco, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built

50Companies

1,020Contacts tracked

473Verified emails

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The 25 largest insurance brokerage platforms based in San Francisco, United States

Ranked by team size

Top 25 of 50 company matches for insurance brokerage platforms based in San Francisco, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Embroker	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	127 contacts →
	Exact match “Embroker is the easiest way to intelligently insure any business.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Socotra	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	127 contacts →
	Exact match “At Socotra, we solve very old insurance problems in entirely new ways.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Trellis	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	100 contacts →
	Exact match “The modern consumer needs to assemble a patchwork of siloed solutions to navigate their financial life.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	Ascend	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	78 contacts →
	Exact match “Ascend is the only complete financial operations platform built for the insurance industry, combining AI-powered accounting automation, payments, and premium financing in a single…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Indio Technologies INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	70 contacts →
	Exact match “The modern solution for the insurance application and renewal process.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6	Gabi, A Part Of Experian	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	57 contacts →
	Exact match “Gabi is now part of Experian, the only place to get true home and auto insurance comparisons.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Anzen Insurance	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	42 contacts →
	Exact match “Anzen centralizes wholesale and retail insurance operations into a single workspace, automating records, submissions, proposals, quoting, and renewals across all markets.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	TINT	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	41 contacts →
	Exact match “Tint empowers tech platforms to offer intrinsic embedded insurance - protecting their users from the inherent risks of using their platforms.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Harper	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	37 contacts →
	Exact match “Harper is a commercial E&S insurance brokerage.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10	MOC Insurance Services	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	51-200	33 contacts →
	Exact match “MOC prides itself in our commitment to clients and in delivering the highest quality in consultative and insurance services.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11	Sweet And Baker Insurance Brokers	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	29 contacts →
	Exact match “Sweet & Baker is a full service San Francisco based insurance broker offering the sale and service of personal and commercial insurance products and group health & life benefits…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Pennbrook Insurance Services, INC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	27 contacts →
	Exact match “Pennbrook/CAIB Insurance Services is a full service insurance brokerage located in downtown San Francisco who caters to business and personal clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	ISU Insurance Services Of SAN Francisco	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	26 contacts →
	Exact match “ISU Insurance Services is an insurance brokerage firm focused on creating remarkable customer experiences for its preferred clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	WBN	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	n/a	25 contacts →
	Exact match “WBN is the largest independent broker network in the world.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15	ARQU	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “arqu is a tech-enabled wholesale insurance brokerage transforming how large-scale, complex commercial risks are transacted in the $100bn Excess & Surplus (E&S) market.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	Walsh Carter & Associates Insurance Services, LLC	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	14 contacts →
	Exact match “Based in beautiful downtown San Francisco, Walsh Carter & Associates offers comprehensive and innovative insurance solutions for commercial and individual clients.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Retireone	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Serving over RIAs and fee-based advisors since 2011, RetireOne is the leading, independent platform for fee-based insurance solutions.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Bizinsure	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “BizInsure is the future of small business insurance.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Pathwork	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	11 contacts →
	Exact match “Pathwork is an AI-native platform purpose-built to modernize life and health insurance distribution.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Insurgrid	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “InsurGrid is your hub for collecting policy information professionally and efficiently, eliminating the hassle of back-and-forth email so you can get back to work.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Heffernan Barbary Insurance Services	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	7 contacts →
	Exact match “Barbary Insurance Brokerage specializes in meeting the small to midsized companies insurance needs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Onmarket Insurance Associates	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	7 contacts →
	Exact match “After many years devoted to protecting our clients at home, work & play, our team at OnMarket Insurance Associates knows how to deal with life’s risks.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	O'kane And Tegay Insurance Brokers	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	6 contacts →
	Exact match “Our family-owned and operated insurance agency, O’Kane & Tegay, has been there for the times in life when you need to be covered, but rarely are.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Amelia Risk Insurance Brokers	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Amelia Risk is a women-owned insurance brokerage focusing on startups, cpg companies, technology, and accessible luxury brands.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Jessica LIU Insurance Services	Exact match	San Francisco, CA, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Established in 1996, Jessica Liu Insurance Services, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “insurance brokerage platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 50 insurance brokerage platforms based in San Francisco, United States

See the full list, filter by size, metro and specialty, and access 473 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Insurance brokerage platforms based in San Francisco, United States at a glance

As of Sep 28, 2026

46.4%Verified-email coverage

20.4Average contacts per company

11-50Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

Email recency for this list is measured across the whole United States list rather than for San Francisco, so it is reported there. Company counts and contact totals on this page are exact for San Francisco, over 50 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with San Francisco, United States whose business descriptions match “insurance brokerage platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 473 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Insurance brokerage platforms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “insurance brokerage platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokerage platforms are there based in San Francisco, United States?

RevenueBase identified 50 company matches for insurance brokerage platforms associated with San Francisco, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Embroker tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most insurance brokerage platforms?

New York leads the United States with 157 company records, followed by Dallas (54) and San Francisco (50).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 473 professional contacts with verified work emails tracked across these 50 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.