J.D. Mellberg Financial Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 146

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

J.D. Mellberg Financial General Information

Description

Provider of annuity and retirement planning services designed to address financial concerns. The company offers multi-media lead generation and appointment-setting service which allows insurance agents and advisors to serve more clients with better solutions.

Contact Information

Website
www.jdmellberg.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 3067 West Ina Road
  • Tucson, AZ 85741
  • United States
+1 (877)
Primary Industry
Other Financial Services
Parent Company
AmeriLife Group
Corporate Office
  • 3067 West Ina Road
  • Tucson, AZ 85741
  • United States
+1 (877)

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J.D. Mellberg Financial Valuation & Funding

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

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J.D. Mellberg Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of annuity and retirement planning services designed to address financial concerns. The company offers multi-me
Other Financial Services
Tucson, AZ
146 As of 2023

Sunapee, NH

High Point, NC
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J.D. Mellberg Financial Competitors (3)

One of J.D. Mellberg Financial’s 3 competitors is Legacynh, a Corporation company based in Sunapee, NH.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Legacynh Corporation Sunapee, NH
Blakely Financial Consulting Corporation High Point, NC
Epiccapital Corporation Charlotte, NC
You’re viewing 3 of 3 competitors. Get the full list »

J.D. Mellberg Financial Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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J.D. Mellberg Financial FAQs

  • When was J.D. Mellberg Financial founded?

    J.D. Mellberg Financial was founded in 2005.

  • Where is J.D. Mellberg Financial headquartered?

    J.D. Mellberg Financial is headquartered in Tucson, AZ.

  • What is the size of J.D. Mellberg Financial?

    J.D. Mellberg Financial has 146 total employees.

  • What industry is J.D. Mellberg Financial in?

    J.D. Mellberg Financial’s primary industry is Other Financial Services.

  • Is J.D. Mellberg Financial a private or public company?

    J.D. Mellberg Financial is a Private company.

  • What is J.D. Mellberg Financial’s current revenue?

    The current revenue for J.D. Mellberg Financial is .

  • Who are J.D. Mellberg Financial’s competitors?

    Legacynh, Blakely Financial Consulting, and Epiccapital are competitors of J.D. Mellberg Financial.

  • When was J.D. Mellberg Financial acquired?

    J.D. Mellberg Financial was acquired on 12-Feb-2020.

  • Who acquired J.D. Mellberg Financial?

    J.D. Mellberg Financial was acquired by AmeriLife Group.

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