Company lists · Data refreshed September 2026
Top 21 Life insurance consulting firms based in Boston, United States
RevenueBase identified 33 life insurance consulting firms headquartered in Boston, United States as of September 2026 and tracks 2,679 professional contacts across them, including 1,909 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Boston has 33.
This list covers life insurance consulting firms headquartered in Boston, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 21 largest life insurance consulting firms based in Boston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,206 contacts → | ||||
Indirect evidence “At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 46 contacts → | ||||
Partial evidence “Spring Consulting Group, an Alera Group Company, LLC, is headquartered in Boston, Massachusetts, is a leading professional service firm whose core focus is developing integrated…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 43 contacts → | ||||
Indirect evidence “For years, we've helped families and businesses across Boston reach their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 38 contacts → | ||||
Strong evidence “The Financial Architects Partners, LLC, a subsidiary of NFP, is a 35-person national life insurance planning firm with offices in Boston, Los Angeles, New York, Palm Beach, Palo…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 36 contacts → | ||||
Partial evidence “Cleary Insurance is a full service insurance agency offering a complete spectrum of products.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 16 contacts → | ||||
Partial evidence “We are a Boston based, privately held, boutique insurance brokerage that has been developing customized insurance programs for individuals, families and businesses since 1949.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 15 contacts → | ||||
Indirect evidence “Blueprint Income is building a better way to save and plan for retirement, we are your one stop shop for all good things annuity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 11 contacts → | ||||
Partial evidence “For more than 30 years, Smith Companies has partnered with financial advisors, RIAs, banks, broker-dealers, and institutions to solve complex insurance planning challenges.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Indirect evidence “At Sentry Hill, people are our primary focus.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “Boston Benefit Partners, an Alera Group Company (BBP) is a client-focused, data driven health and welfare benefits consulting/brokerage firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “Thomas Brady & Associates is a national independent insurance firm that has been in business for over 55 years.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Strong evidence “Insurance Resolutions, Inc.(IRI) is a team of accomplished professionals, an independent consulting organization providing market leading services to the insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “T.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Partial evidence “Caliber Benefits Group (CBG) is one of the largest Supplemental Disability and Voluntary Benefit consulting companies in America.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Partial evidence “Delano Insurance Services is now Bender Hatch Insurance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence “Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence “We are the GPS to your Business Success!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “We founded MCJ Partners to provide insight and innovation to our partners, using our expertise in finance and insurance agency operations.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “We help our clients navigate the complex world of life insurance for high net worth individuals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “We work with high-earning individuals and families to protect their most valuable assets and preserve their wealth by utilizing and leveraging the power of insurance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: life insurance consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names life insurance consulting firms.
- Partial evidence
- Its own public description names part of life insurance consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name life insurance consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 21 of 33 life insurance consulting firms based in Boston, United States
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Life insurance consulting firms based in Boston, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Boston, so it is reported there. Company counts and contact totals on this page are exact for Boston, over 33 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among life insurance consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Boston, United States whose own description of what they do matches “life insurance consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names life insurance consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among life insurance consulting firms, and records with no verified work email. Companies headquartered outside Boston are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 1,909 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Life insurance consulting firms by metro in the United States
- Life insurance consulting firms in New York194
- Life insurance consulting firms in Houston145
- Life insurance consulting firms in Dallas117
- Life insurance consulting firms in Miami115
- Life insurance consulting firms in Atlanta114
- Life insurance consulting firms in Chicago94
- Life insurance consulting firms in Tampa93
- Life insurance consulting firms in San Diego80
- Life insurance consulting firms in Austin79
- Life insurance consulting firms in Charlotte76
- Life insurance consulting firms in Scottsdale76
- Life insurance consulting firms in Los Angeles71
- Life insurance consulting firms in Phoenix70
- Life insurance consulting firms in San Antonio67
- Life insurance consulting firms in Las Vegas66
- Life insurance consulting firms in Boca Raton59
- Life insurance consulting firms in Denver58
- Life insurance consulting firms in Orlando58
- Life insurance consulting firms in Irvine52
- Life insurance consulting firms in Cincinnati51
- Life insurance consulting firms in Omaha50
- Life insurance consulting firms in Fort Lauderdale45
- Life insurance consulting firms in Jacksonville44
- Life insurance consulting firms in Louisville44
- Life insurance consulting firms in Columbia43
- Life insurance consulting firms in Indianapolis43
- Life insurance consulting firms in Columbus40
- Life insurance consulting firms in Fort Worth40
- Life insurance consulting firms in Overland Park38
- Life insurance consulting firms in Portland38
- Life insurance consulting firms in Richmond38
- Life insurance consulting firms in Grand Rapids37
- Life insurance consulting firms in Pittsburgh37
- Life insurance consulting firms in Seattle37
- Life insurance consulting firms in Knoxville36
- Life insurance consulting firms in Nashville36
- Life insurance consulting firms in Plano35
- Life insurance consulting firms in Tulsa35
- Life insurance consulting firms in Birmingham34
- Life insurance consulting firms in Naples34
- Life insurance consulting firms in Raleigh34
- Life insurance consulting firms in Philadelphia33
- Life insurance consulting firms in San Francisco33
- Life insurance consulting firms in Greenville32
- Life insurance consulting firms in Cleveland31
- Life insurance consulting firms in Lincoln31
- Life insurance consulting firms in Newport Beach31
- Life insurance consulting firms in Lexington30
- Life insurance consulting firms in Minneapolis30
- Life insurance consulting firms in Troy30
- Life insurance consulting firms in Mesa29
- Life insurance consulting firms in Brentwood28
- Life insurance consulting firms in Kansas City28
- Life insurance consulting firms in Springfield28
- Life insurance consulting firms in Greensboro27
- Life insurance consulting firms in Rochester26
- Life insurance consulting firms in St. Louis26
- Life insurance consulting firms in Virginia Beach26
- Life insurance consulting firms in Melville25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names life insurance consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many life insurance consulting firms are there based in Boston, United States?
RevenueBase identified 33 life insurance consulting firms headquartered in Boston, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Risk Strategies Company, headquartered in Boston, tops this list with the largest team on record.
Which city in the United States has the most life insurance consulting firms?
New York leads the United States with 194 headquartered companies, followed by Houston (145) and Dallas (117). Boston has 33.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 1,909 verified decision-maker contacts tracked across these 33 companies.
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 Smart Search, 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.
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