IMA Financial Group Overview

  • Year Founded
  • 1974

Year Founded

  • Status
  • Private

  • Employees
  • 2,833

Employees

  • Latest Deal Type
  • Debt - Acquisition

  • Financing Rounds
  • 12

  • Investments
  • 20

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 financial advisory strategies, goal-based planning and retirement income modeling while balancing the risk and return, enabling its customers to facilitate secure portfolio management by the regulations.

Contact Information

Website
www.imacorp.com
Formerly Known As
The IMA Financial Group
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Multi-line Insurance
Other Industries
Other Financial Services
Corporate Office
  • 430 East Douglas
  • Suite 400
  • Wichita, KS 67202
  • United States
+1 (316) 000-0000

IMA Financial Group Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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IMA Financial Group Valuation & Funding

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

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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
Multi-line Insurance
Wichita, KS
2,833 As of 2024
00000
000000000 - 00000

0000 0

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000000000 0000000
Miramar, FL
0000 As of 0000
000.00
000000000 000.00

000 00

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0000 000 000000 0000
New York, NY
00000 As of 0000
00.00
000000000000 00.00
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IMA Financial Group Competitors (13)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Risk Strategies Company Private Equity-Backed Miramar, FL 0000 000.00 000000000 000.00
New York Life Insurance Company Private Debt Financed New York, NY 00000 00.00 000000000000 00.00
Heffernan Insurance Brokers Private Equity-Backed Walnut Creek, CA 000 000000000 00
EPIC Insurance Brokers & Consultants Private Equity-Backed San Francisco, CA 0000 00.000 000000000 - 00.000
Northeast Professional Planning Group Corporation Shrewsbury, NJ 000000000 -
You’re viewing 5 of 13 competitors. Get the full list »

IMA Financial Group Executive Team (39)

Name Title Board Seat
Luke Proctor President & Board Member
Robert Kestenbaum President, Northeast & Board Member
Lauren Karagozian JD President, Colorado
Jacque Roth President, Employee Benefits
Richard Holt President IMA Wealth
You’re viewing 5 of 39 executive team members. Get the full list »

IMA Financial Group Board Members (13)

Name Representing Role Since
000000 00000000 00 Self Board Member 000 0000
0000 000000 IMA Financial Group Board Member, Business Development 000 0000
0000 0000000 IMA Financial Group President & Board Member 000 0000
00000 0000 IMA Financial Group Board Member 000 0000
000000 00000 Self Chairman & Chief Executive Officer 000 0000
You’re viewing 5 of 13 board members. Get the full list »

IMA Financial Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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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IMA Financial Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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IMA Financial Group Investments & Acquisitions (20)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
RiskPoint (Portland) 04-Mar-2024 0000000000 Multi-line Insurance 000000 00
EBS Insurance Brokers 06-Dec-2023 0000000000 Insurance Brokers 000000 00
LTC Performance Strategies 01-Nov-2023 0000000000 Other Commercial Services 0000 0000
The Benefit Company 01-Oct-2023 0000000000 Consulting Services (B2B) 000000 00
The Bottoms Group 01-Oct-2023 Buyout/LBO Consulting Services (B2B) 000000 00
You’re viewing 5 of 20 investments and acquisitions. Get the full list »

IMA Financial Group Subsidiaries (13)

Company Name Industry Location Founded
RiskPoint (Portland) Multi-line Insurance Portland, OR 2009
Towerstone Insurance Brokers Dallas, TX 0000
Syntrinsic Investment Counsel Consulting Services (B2B) Denver, CO 0000
Pathway Insurance Agency (Texas) Multi-line Insurance North Richland Hills, TX 0000
EBS Insurance Brokers Insurance Brokers Newton, MA 0000
You’re viewing 5 of 13 subsidiaries. Get the full list »

IMA Financial Group FAQs

  • When was IMA Financial Group founded?

    IMA Financial Group was founded in 1974.

  • Who is the CEO of IMA Financial Group?

    Robert Cohen is the CEO of IMA Financial Group.

  • Where is IMA Financial Group headquartered?

    IMA Financial Group is headquartered in Wichita, KS.

  • What is the size of IMA Financial Group?

    IMA Financial Group has 2,833 total employees.

  • What industry is IMA Financial Group in?

    IMA Financial Group’s primary industry is Multi-line Insurance.

  • Is IMA Financial Group a private or public company?

    IMA Financial Group is a Private company.

  • What is IMA Financial Group’s current revenue?

    The current revenue for IMA Financial Group is 000000.

  • How much funding has IMA Financial Group raised over time?

    IMA Financial Group has raised $923M.

  • Who are IMA Financial Group’s investors?

    New Mountain Capital, SkyKnight Capital, and The Stephens Group have invested in IMA Financial Group.

  • Who are IMA Financial Group’s competitors?

    Risk Strategies Company, New York Life Insurance Company, Heffernan Insurance Brokers, EPIC Insurance Brokers & Consultants, and Northeast Professional Planning Group are some of the 13 competitors of IMA Financial Group.

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