Company lists · Data refreshed September 2026

Top 25 Life insurance consulting firms based in New York, United States

Name: Life insurance consulting firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 194 companies tracked

RevenueBase identified 194 life insurance consulting firms headquartered in New York, United States as of September 2026 and tracks 34,992 professional contacts across them, including 15,829 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers life insurance consulting firms headquartered in New York, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 28, 2026 86% judged on-target in blind review

194Companies

34,992Contacts tracked

15,829Verified emails

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The 25 largest life insurance consulting firms based in New York, United States

Ranked by team size

Top 25 of 194 life insurance consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to life insurance consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Mercer	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	20,868 contacts →
	Indirect evidence “At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.” Source: RevenueBase Database · checked Sep 28, 2026
2	Nfp, An AON Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	4,119 contacts →
	Indirect evidence “NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.” Source: RevenueBase Database · checked Sep 28, 2026
3	Equitable	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	5,001-10,000	3,090 contacts →
	Indirect evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 28, 2026
4	Perella Weinberg	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	501-1,000	883 contacts →
	Indirect evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 28, 2026
5	Lenox Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	323 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
6	Strategies For Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	264 contacts →
	Indirect evidence “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Source: RevenueBase Database · checked Sep 28, 2026
7	AON Inpoint	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	10001+	252 contacts →
	Indirect evidence “Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions.” Source: RevenueBase Database · checked Sep 28, 2026
8	Evertree Insurance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	201-500	165 contacts →
	Partial evidence “Evertree Insurance is a technology-enabled independent insurance agency and brokerage built on decades of community trust.” Source: RevenueBase Database · checked Sep 28, 2026
9	Resilience Insurance Analytics	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	106 contacts →
	Partial evidence “At Resilience Insurance Analytics, we're continuing a legacy: one built on the firmly held belief that every client, every deal, and every step of your review deserves the…” Source: RevenueBase Database · checked Sep 28, 2026
10	Epic - NEW York	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	103 contacts →
	Partial evidence “EPIC Insurance Brokers & Consultants (EPIC) is the 10th largest commercial insurance broker in the nation.” Source: RevenueBase Database · checked Sep 28, 2026
11	American Benefits Consulting, An Alliant Insurances Services Inc. Company	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	100 contacts →
	Partial evidence “ABC is a highly specialized national benefits consulting firm that has experience working with some of the largest enterprises in the US for over thirty years.” Source: RevenueBase Database · checked Sep 28, 2026
12	FOA & SON Insurance	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	92 contacts →
	Partial evidence “Founded in 1861, Foa & Son are international insurance brokers based in New York City.” Source: RevenueBase Database · checked Sep 28, 2026
13	Fifth Avenue Financial	Indirect evidence	New York, United StatesHQ checked Sep 28, 2026	201-500	86 contacts →
	Indirect evidence “Fifth Avenue Financial (FAF), the largest general agency within the MassMutual family of firms, is a distinguished financial services company.” Source: RevenueBase Database · checked Sep 28, 2026
14	Regional Reporting, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Strong evidence “RRI is a national consulting and insurance services firm specializing in loss control services.” Source: RevenueBase Database · checked Sep 28, 2026
15	Massmutual Metro NEW York	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	51 contacts →
	Indirect evidence “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Source: RevenueBase Database · checked Sep 28, 2026
16	American Business	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	48 contacts →
	Strong evidence “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Source: RevenueBase Database · checked Sep 28, 2026
17	Alterity Group	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	39 contacts →
	Strong evidence “Alterity™ is an independent consulting firm dedicated to solving complex challenges across employee benefits, property & casualty insurance and HR operations without selling…” Source: RevenueBase Database · checked Sep 28, 2026
18	Golconda Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	31 contacts →
	Indirect evidence “Golconda Partners, LLC is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and…” Source: RevenueBase Database · checked Sep 28, 2026
19	Global Coverage, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	23 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026
20	Cambridge Insurance Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “We help clients financially protect what is most important in their lives; their family and their business.” Source: RevenueBase Database · checked Sep 28, 2026
21	The Mogil Organization	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Partial evidence “Since 1957, The Mogil Organization has offered a complete range of both corporate and personal insurance products to a wide range of businesses and families.” Source: RevenueBase Database · checked Sep 28, 2026
22	Dowling Hales	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Partial evidence “Dowling Hales has developed a consistent reputation as the “advisor of choice” dedicated to the insurance sector.” Source: RevenueBase Database · checked Sep 28, 2026
23	Sica Fletcher LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	20 contacts →
	Partial evidence “Sica \| Fletcher LLC was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $19 billion in insurance agency and…” Source: RevenueBase Database · checked Sep 28, 2026
24	Stonybrook Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	1-10	20 contacts →
	Partial evidence “Stonybrook Capital is a specialist strategic advisory and investment banking firm focused exclusively on the insurance industry.” Source: RevenueBase Database · checked Sep 28, 2026
25	Fieldtech	Strong evidence	New York, NY, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “Fieldtech is a premier independent technology partner to life insurance agencies, backed by NFP, an Aon company.” Source: RevenueBase Database · checked Sep 28, 2026

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 25 of 194 life insurance consulting firms based in New York, United States

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Life insurance consulting firms based in New York, United States at a glance

As of Sep 28, 2026

45.2%Verified-email coverage

180.4Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

108

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 194 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 New York, 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 New York 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, 15,829 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

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 New York, United States?

RevenueBase identified 194 life insurance consulting firms headquartered in New York, 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?

Mercer, headquartered in New York, 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).

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 15,829 verified decision-maker contacts tracked across these 194 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.