The IMA Financial Group Overview

  • Founded
  • 1974
Founded
  • Status
  • Private
  • Employees
  • 800
Employees
  • Latest Deal Type
  • PE Growth
  • (Announced)
  • Financing Rounds
  • 2
  • Investments
  • 5

The IMA Financial Group General Information

Description

Provider of insurance and wealth management services intended to incorporate secure asset optimization and investment strategies. The company specializes in preparing financial advisory strategies, goal-based planning, retirement income modeling while balancing the risk and return, enabling individual investors, businesses and families to facilitate secure portfolio management in accordance with the regulations.

Contact Information

Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Insurance Brokers
Other Industries
Asset Management
Other Financial Services
Primary Office
  • P.O. Box 2992
  • Wichita, KS 67201
  • United States
+1 (800) 000-0000
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The IMA Financial Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The IMA Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of insurance and wealth management services intended to incorporate secure asset optimization and investment st
Insurance Brokers
Wichita, KS
800 As of 2020
00000
0000000 0000 00000

0000 000

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000000000 0000000
Boston, MA
0000 As of 0000
00000
000000000 00000

000 0000

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000000000 0000000
Leesburg, VA
000 As of 0000
000.00
000000&0 000.00
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The IMA Financial Group Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Risk Strategies Company Private Equity-Backed Boston, MA 0000 00000 000000000 00000
000 000000000 Formerly Angel backed Leesburg, VA 000 000.00 000000&0 000.00
000 000000000 0000 Private Equity-Backed Valhalla, NY 0000 00000 000000000 00000
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The IMA Financial Group Executive Team (13)

Name Title Board Seat Contact Info
Bob Reiter President & Board Member
Luke Proctor President & Board Member
Rob Broz President
Michael Benson Chief Financial Officer
Anna Ewing Chief Operating Officer
You’re viewing 5 of 13 executive team members. Get the full list »

The IMA Financial Group Board Members (10)

Name Representing Role Since
0000000 00000 The IMA Financial Group Board Member 000 0000
000 000000 The IMA Financial Group President & Board Member 000 0000
0000 0000000 The IMA Financial Group President & Board Member 000 0000
00000 0000 The IMA Financial Group Board Member 000 0000
000000 00000 Self Chairman, Board Member & Chief Executive Officer 000 0000
You’re viewing 5 of 10 board members. Get the full list »

The IMA Financial Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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The IMA Financial Group Acquisitions (5)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000 00000 10-Sep-2020 000000000000000000 Insurance Brokers 00000000 0000000
000000000000000 01-Jul-2020 000000000000000000 Life and Health Insurance
000 0000000 000000 01-May-2020 000000000000000000 Other Insurance 000000 00000
000 | 0000000 03-May-2016 000000000000000000 Insurance Brokers 000 0000
Corporate Insurance Group 09-Jul-2014 Merger/Acquisition Brokerage
To view The IMA Financial Group’s complete acquisitions history, request access »

The IMA Financial Group Subsidiaries (2)

Company Name Industry Location Founded
Phillip Gira Insurance Insurance Brokers Denver, CO 1985
000000000000000 Life and Health Insurance Louisville, CO 0000
To view The IMA Financial Group’s complete subsidiaries history, request access »