Company lists · Data refreshed October 2026

Top 12 Life insurance planning firms based in Minneapolis, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 25 companies tracked

RevenueBase identified 25 company matches for life insurance planning firms associated with Minneapolis, United States as of October 2026 and tracks 671 professional contacts across them, including 109 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Minneapolis has 25.

This list covers company matches for life insurance planning firms associated with Minneapolis, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 17, 2026 How this list was built

25Companies

671Contacts tracked

109Verified emails

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The 12 largest life insurance planning firms based in Minneapolis, United States

Ranked by team size

Top 12 of 25 company matches for life insurance planning firms based in Minneapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	Capitas Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	201-500	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
2	DBS Diversified Brokerage Services	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	51-200	60 contacts →
	Exact match “Diversified Brokerage Services (DBS) works with agents, brokers and advisors across the country to help them secure life insurance products for their clients who want to protect…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	ITM	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	51-200	47 contacts →
	Exact match “ITM is comprised of a team of independent life insurance experts.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	Core Income Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	11-50	39 contacts →
	Exact match “Core Income Advisors: An IMO, and FMO, an independent insurance brokerage uniquely positioned to Help Advisors Deliver Financial Certainty.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Massmutual Central U.S	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	201-500	33 contacts →
	Exact match “Preparing for that next step in life isn’t always easy.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Insurance Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	11-50	24 contacts →
	Exact match “Insurance Resource Group is an insurance company based out of Minneapolis, MN” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	M&e Catalyst Group	Exact match	Minneapolis, United StatesHQ recorded Oct 17, 2026	11-50	23 contacts →
	Exact match “M&E Catalyst Group is a full-service financial planning firm specializing in insurance and investment strategies and tax planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	Quotacy	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	11-50	7 contacts →
	Exact match “Life insurance is all we do.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Bluejay Insurance Agency INC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Insurance Plans Crafted To Protect You & Your Family Our number one priority is protecting you and your family.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Rohlik Financial Group, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Strategic Financial Group	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “It can be devastating for your family and business when the unexpected happens.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	JAG Insurance Producer Services	Exact match	Minneapolis, MN, United StatesHQ recorded Oct 17, 2026	11-50	1 contacts →
	Exact match “A top provider of skilled insurance professionals.” 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 “life insurance planning firms”. 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 12 of 25 life insurance planning firms based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and access 109 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Minneapolis, United States at a glance

As of Oct 17, 2026

16.2%Verified-email coverage

26.8Average contacts per company

11-50Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 25 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 Minneapolis, United States whose business descriptions match “life insurance planning firms” 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 109 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.

Life insurance planning firms 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in Minneapolis, United States?

RevenueBase identified 25 company matches for life insurance planning firms associated with Minneapolis, 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?

Capitas Financial 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 life insurance planning firms?

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). Minneapolis has 25.

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 109 professional contacts with verified work emails tracked across these 25 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.

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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.