Company lists · Data refreshed October 2026
Top 25 Insurance portfolio management companies based in the United States
RevenueBase identified 1,168 company matches for insurance portfolio management companies associated with the United States as of October 2026 and tracks 65,060 professional contacts across them, including 22,726 with verified work emails. New York is the largest hub.
This list covers company matches for insurance portfolio management companies associated with the 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 October 17, 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.
The 25 largest insurance portfolio management companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 38,065 contacts → | ||||
Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 3,973 contacts → | ||||
Exact match “Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 2,813 contacts → | ||||
Exact match “Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 1,391 contacts → | ||||
Exact match “We're Brighthouse Financial.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 1,340 contacts → | ||||
Exact match “World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 1,237 contacts → | ||||
Exact match “AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 1,212 contacts → | ||||
Exact match “For more than 175 years, Penn Mutual has been a trusted partner to financial professionals across the U.S, placing protection solutions at the center of building stronger…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 748 contacts → | ||||
Exact match “AuguStar Life, formerly known as Ohio National, brings a new perspective to personal planning with the strength, tools and resources needed to help protect financial futures, for…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 505 contacts → | ||||
Exact match “Since 1895, Kansas City Life Insurance Company has been a constant, trusted partner to those we serve.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 417 contacts → | ||||
Exact match “TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 400 contacts → | ||||
Exact match “When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 387 contacts → | ||||
Exact match “Venerable is a privately held company with business operations based in West Chester, PA, Des Moines, IA, Houston, TX, and New York, NY.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 377 contacts → | ||||
Exact match “Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 14 | 338 contacts → | ||||
Exact match “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 15 | 313 contacts → | ||||
Exact match “Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 16 | 260 contacts → | ||||
Exact match “DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 17 | 249 contacts → | ||||
Exact match “Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 18 | 187 contacts → | ||||
Exact match “For nearly three decades, LifeCare has developed, launched, and managed industry-leading long term care insurance products for Fortune 500 companies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 19 | 159 contacts → | ||||
Exact match “Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 20 | 156 contacts → | ||||
Exact match “Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 21 | 156 contacts → | ||||
Exact match “Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 22 | 155 contacts → | ||||
Exact match “Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 23 | 142 contacts → | ||||
Exact match “The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 24 | 127 contacts → | ||||
Exact match “National General Lender Services has been recognized by J.D.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 25 | 124 contacts → | ||||
Exact match “At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded in the RevenueBase company graph · Oct 17, 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 portfolio management companies”. 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 1,168 insurance portfolio management companies based in the United States
See the full list, filter by size, metro and specialty, and access 22,726 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Insurance portfolio management companies based in the United States at a glance
As of Oct 17, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,168 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 the United States whose business descriptions match “insurance portfolio management companies” 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 22,726 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 October 17, 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 portfolio management companies by metro
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 portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many insurance portfolio management companies are there based in the United States?
RevenueBase identified 1,168 company matches for insurance portfolio management companies associated with the United States as of October 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?
Northwestern Mutual tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most insurance portfolio management companies?
New York leads with 65 company records, followed by Chicago (21) and Miami (20).
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 22,726 professional contacts with verified work emails tracked across these 1,168 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 1,168 insurance portfolio management companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Insurance portfolio management companies by geography
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
- Insurance portfolio management companies based in Argentina
- Insurance portfolio management companies based in Australia
- Insurance portfolio management companies based in Brazil
- Insurance portfolio management companies based in Canada
- Insurance portfolio management companies based in France
- Insurance portfolio management companies based in Germany
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
Company intelligence · public preview
Top 25 insurance portfolio management companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 1,168 matching company records for insurance portfolio management companies based in the United States, with 65,060 tracked contacts and 22,726 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance portfolio management companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Northwestern Mutualnorthwesternmutual.comHQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,065 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Corebridge Financialcorebridgefinancial.comHQ: Houston, TX, United StatesReported employees: 5,001-10,000 | Houston, TX, United States | 5,001-10,000 | Exact match | 3,973 contacts → |
“Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Western & Southern Financial Groupwesternsouthern.comHQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 2,813 contacts → |
“Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Brighthouse Financialbrighthousefinancial.com HQ: Charlotte, NC, United StatesReported employees: 1,001-5,000 | Charlotte, NC, United States | 1,001-5,000 | Exact match | 1,391 contacts → |
“We're Brighthouse Financial.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  World Insurance Associates LLCworldinsurance.comHQ: Iselin, NJ, United StatesReported employees: 1,001-5,000 | Iselin, NJ, United States | 1,001-5,000 | Exact match | 1,340 contacts → |
“World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Amerilifeamerilife.comHQ: Clearwater, FL, United StatesReported employees: 1,001-5,000 | Clearwater, FL, United States | 1,001-5,000 | Exact match | 1,237 contacts → |
“AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Penn Mutualpennmutual.com HQ: Philadelphia, PA, United StatesReported employees: 1,001-5,000 | Philadelphia, PA, United States | 1,001-5,000 | Exact match | 1,212 contacts → |
“For more than 175 years, Penn Mutual has been a trusted partner to financial professionals across the U.S, placing protection solutions at the center of building stronger…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Ohio National Financial Servicesconstellationinsurance.comHQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 748 contacts → |
“AuguStar Life, formerly known as Ohio National, brings a new perspective to personal planning with the strength, tools and resources needed to help protect financial futures, for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kansas City Life Insurance Companykclife.com HQ: Kansas City, MO, United StatesReported employees: 501-1,000 | Kansas City, MO, United States | 501-1,000 | Exact match | 505 contacts → |
“Since 1895, Kansas City Life Insurance Company has been a constant, trusted partner to those we serve.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Truenorth Companies, L.Ctruenorthcompanies.comHQ: Cedar Rapids, IA, United StatesReported employees: 201-500 | Cedar Rapids, IA, United States | 201-500 | Exact match | 417 contacts → |
“TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Equitrust Life Insurance Companyequitrust.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 400 contacts → |
“When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Venerablevenerable.com HQ: West Chester, PA, United StatesReported employees: 501-1,000 | West Chester, PA, United States | 501-1,000 | Exact match | 387 contacts → |
“Venerable is a privately held company with business operations based in West Chester, PA, Des Moines, IA, Houston, TX, and New York, NY.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Conningconning.comHQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 377 contacts → |
“Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lenox Advisorslenoxadvisors.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 313 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Doublelinedoubleline.comHQ: Tampa, FL, United StatesReported employees: 201-500 | Tampa, FL, United States | 201-500 | Exact match | 260 contacts → |
“DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kuvare Holdingskuvare.com HQ: Rosemont, IL, United StatesReported employees: 201-500 | Rosemont, IL, United States | 201-500 | Exact match | 249 contacts → |
“Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lifecare Assurance Companylifecareassurance.com HQ: Woodland Hills, CA, United StatesReported employees: 201-500 | Woodland Hills, CA, United States | 201-500 | Exact match | 187 contacts → |
“For nearly three decades, LifeCare has developed, launched, and managed industry-leading long term care insurance products for Fortune 500 companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capitas Financialcapitasfinancial.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 159 contacts → |
“Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Meeder Investment Managementmeederinvestment.comHQ: Dublin, OH, United StatesReported employees: 51-200 | Dublin, OH, United States | 51-200 | Exact match | 156 contacts → |
“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Jennison Associatesjennison.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 156 contacts → |
“Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Winged Keel Groupwingedkeel.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 155 contacts → |
“Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Summit Financial Group, INCyoursummit.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 142 contacts → |
“The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | National General Lender Servicesnationalgeneral.com HQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 127 contacts → |
“National General Lender Services has been recognized by J.D.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Forum Financial Management, LPforumfinancial.com HQ: Lombard, IL, United StatesReported employees: 51-200 | Lombard, IL, United States | 51-200 | Exact match | 124 contacts → |
“At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,168 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Insurance portfolio management companies: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,166 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,168 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance portfolio management companies by metro
Questions about this company list
What does Exact match mean for insurance portfolio management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance portfolio management companies did RevenueBase find based in the United States?
The saved snapshot records 1,168 matching company records, 65,060 tracked contacts and 22,726 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance portfolio management companies by geography
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
- Insurance portfolio management companies based in Argentina
- Insurance portfolio management companies based in Australia
- Insurance portfolio management companies based in Brazil
- Insurance portfolio management companies based in Canada
- Insurance portfolio management companies based in France
- Insurance portfolio management companies based in Germany
Cite this list
RevenueBase Data Team. Top 25 insurance portfolio management companies based in the United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-portfolio-management-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
Company intelligence · public preview
Top 25 insurance portfolio management companies based in the United States
RevenueBase records 1,168 matching company records for insurance portfolio management companies based in the United States, with 65,060 tracked contacts and 22,726 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 insurance portfolio management companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Northwestern Mutualnorthwesternmutual.com HQ: Milwaukee, WI, United StatesReported employees: Not recorded | Milwaukee, WI, United States | Not recorded | Exact match | 38,065 contacts → |
“At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Corebridge Financialcorebridgefinancial.com HQ: Houston, TX, United StatesReported employees: 5,001-10,000 | Houston, TX, United States | 5,001-10,000 | Exact match | 3,973 contacts → |
“Corebridge Financial is one of the largest and most established providers of retirement solutions and life insurance products in the United States, with a long and proven track…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Western & Southern Financial Groupwesternsouthern.com HQ: Cincinnati, OH, United StatesReported employees: 1,001-5,000 | Cincinnati, OH, United States | 1,001-5,000 | Exact match | 2,813 contacts → |
“Founded in Cincinnati in as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Brighthouse Financialbrighthousefinancial.com HQ: Charlotte, NC, United StatesReported employees: 1,001-5,000 | Charlotte, NC, United States | 1,001-5,000 | Exact match | 1,391 contacts → |
“We're Brighthouse Financial.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | World Insurance Associates LLCworldinsurance.com HQ: Iselin, NJ, United StatesReported employees: 1,001-5,000 | Iselin, NJ, United States | 1,001-5,000 | Exact match | 1,340 contacts → |
“World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Amerilifeamerilife.com HQ: Clearwater, FL, United StatesReported employees: 1,001-5,000 | Clearwater, FL, United States | 1,001-5,000 | Exact match | 1,237 contacts → |
“AmeriLife’s strength is its mission: to provide insurance and retirement solutions to help people live longer, healthier lives.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Penn Mutualpennmutual.com HQ: Philadelphia, PA, United StatesReported employees: 1,001-5,000 | Philadelphia, PA, United States | 1,001-5,000 | Exact match | 1,212 contacts → |
“For more than 175 years, Penn Mutual has been a trusted partner to financial professionals across the U.S, placing protection solutions at the center of building stronger…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Ohio National Financial Servicesconstellationinsurance.com HQ: Cincinnati, OH, United StatesReported employees: 501-1,000 | Cincinnati, OH, United States | 501-1,000 | Exact match | 748 contacts → |
“AuguStar Life, formerly known as Ohio National, brings a new perspective to personal planning with the strength, tools and resources needed to help protect financial futures, for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Kansas City Life Insurance Companykclife.com HQ: Kansas City, MO, United StatesReported employees: 501-1,000 | Kansas City, MO, United States | 501-1,000 | Exact match | 505 contacts → |
“Since 1895, Kansas City Life Insurance Company has been a constant, trusted partner to those we serve.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Truenorth Companies, L.Ctruenorthcompanies.com HQ: Cedar Rapids, IA, United StatesReported employees: 201-500 | Cedar Rapids, IA, United States | 201-500 | Exact match | 417 contacts → |
“TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Equitrust Life Insurance Companyequitrust.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 400 contacts → |
“When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Venerablevenerable.com HQ: West Chester, PA, United StatesReported employees: 501-1,000 | West Chester, PA, United States | 501-1,000 | Exact match | 387 contacts → |
“Venerable is a privately held company with business operations based in West Chester, PA, Des Moines, IA, Houston, TX, and New York, NY.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Conningconning.com HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 377 contacts → |
“Conning is a leading investment management firm with a long history of serving insurance companies and other institutional investors.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lenox Advisorslenoxadvisors.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 338 contacts → |
“Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: Hartford, CT, United StatesReported employees: 201-500 | Hartford, CT, United States | 201-500 | Exact match | 313 contacts → |
“Hartford Investment Management Company (HIMCO) has been providing investment advice for over 40 years.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Doublelinedoubleline.com HQ: Tampa, FL, United StatesReported employees: 201-500 | Tampa, FL, United States | 201-500 | Exact match | 260 contacts → |
“DoubleLine is an independent, employee-owned money management firm, founded in 2009.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Kuvare Holdingskuvare.com HQ: Rosemont, IL, United StatesReported employees: 201-500 | Rosemont, IL, United States | 201-500 | Exact match | 249 contacts → |
“Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Lifecare Assurance Companylifecareassurance.com HQ: Woodland Hills, CA, United StatesReported employees: 201-500 | Woodland Hills, CA, United States | 201-500 | Exact match | 187 contacts → |
“For nearly three decades, LifeCare has developed, launched, and managed industry-leading long term care insurance products for Fortune 500 companies.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Capitas Financialcapitasfinancial.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 159 contacts → |
“Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Meeder Investment Managementmeederinvestment.com HQ: Dublin, OH, United StatesReported employees: 51-200 | Dublin, OH, United States | 51-200 | Exact match | 156 contacts → |
“Meeder Investment Management has helped clients successfully reach their financial goals since 1974.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Jennison Associatesjennison.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 156 contacts → |
“Jennison Associates was founded in 1969 on the principle that doing what’s best for clients will always be right for the business.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Winged Keel Groupwingedkeel.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 155 contacts → |
“Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Summit Financial Group, INCyoursummit.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 142 contacts → |
“The firm offers tailored solutions in Risk Management, Employee Benefits, Insurance, Retirement Plans, Wealth Management, and Medicare, working alongside clients to protect what…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | National General Lender Servicesnationalgeneral.com HQ: Scottsdale, AZ, United StatesReported employees: 1,001-5,000 | Scottsdale, AZ, United States | 1,001-5,000 | Exact match | 127 contacts → |
“National General Lender Services has been recognized by J.D.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Forum Financial Management, LPforumfinancial.com HQ: Lombard, IL, United StatesReported employees: 51-200 | Lombard, IL, United States | 51-200 | Exact match | 124 contacts → |
“At Forum, we use a highly diversified investment strategy derived from decades of academic research.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 1,168 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Insurance portfolio management companies: dataset insights
October 17, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
1,166 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 1,168 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 17, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Insurance portfolio management companies by metro
Questions about this company list
What does Exact match mean for insurance portfolio management companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many insurance portfolio management companies did RevenueBase find based in the United States?
The saved snapshot records 1,168 matching company records, 65,060 tracked contacts and 22,726 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 17, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Insurance portfolio management companies by geography
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States
- Insurance portfolio management companies based in Argentina
- Insurance portfolio management companies based in Australia
- Insurance portfolio management companies based in Brazil
- Insurance portfolio management companies based in Canada
- Insurance portfolio management companies based in France
- Insurance portfolio management companies based in Germany
Cite this list
RevenueBase Data Team. Top 25 insurance portfolio management companies based in the United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/insurance-portfolio-management-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Insurance portfolio management companies based in Sao Paulo, Brazil
- Insurance portfolio management companies based in Toronto, Canada
- Insurance portfolio management companies based in Paris, France
- Insurance portfolio management companies based in Mumbai, India
- Insurance portfolio management companies based in London, United Kingdom
- Insurance portfolio management companies based in New York, United States