Philo Smith & Co. is an independent investment banking firm specializing in insurance and other financial services companies; it was organized in 1962.
The firm provides insurance mergers and acquisitions advisory, investment management, and research services.
Based on the company’s public LinkedIn information, supplied through RevenueBase.
It advises insurance underwriters, agents, brokers, and other financial services companies on mergers, acquisitions, affiliations, valuations, strategic planning, and private placements of equity or debt securities.
Source: LinkedIn company description · Retrieved October 13, 2026
It manages accounts for institutional investors and high-net-worth individuals.
Source: LinkedIn company description · Retrieved October 13, 2026
Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.
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Open the published source list.RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 20, 2026, September 25, 2026, September 27, 2026 and September 30, 2026. How the company lists are built.
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