Socius Insurance Services Overview

  • Year Founded
  • 1997

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 105

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 3

  • Investments
  • 1

Socius Insurance Services General Information

Description

Provider of insurance brokerage services intended for businesses. The company specializes in directors and officers insurance, errors and omissions insurance, employment practices liability insurance, cyber, property and casualty as well as umbrella coverages, thereby working in partnership with various firms to fulfill the needs of its client's insurance needs.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Corporate Office
  • 99 Osgood Place
  • Suite 200
  • San Francisco, CA 94133
  • United States
+1 (415)
Primary Industry
Insurance Brokers
Parent Company
RT Specialty
Corporate Office
  • 99 Osgood Place
  • Suite 200
  • San Francisco, CA 94133
  • United States
+1 (415)

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Socius Insurance Services Valuation & Funding

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

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Socius Insurance Services Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of insurance brokerage services intended for businesses. The company specializes in directors and officers insu
Insurance Brokers
San Francisco, CA
105 As of 2023

Jacksonville, FL
 

High Point, NC
 
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Socius Insurance Services Competitors (7)

One of Socius Insurance Services’s 7 competitors is The O'leary Company, a Corporation company based in Jacksonville, FL.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The O'leary Company Corporation Jacksonville, FL
Xs Brokers Insurance Agency Inc Corporation High Point, NC
CRC Group Corporate Backed or Acquired Birmingham, AL
AmWINS Private Equity-Backed Charlotte, NC
Brightway Insurance Private Equity-Backed Jacksonville, FL
You’re viewing 5 of 7 competitors. Get the full list »

Socius Insurance Services 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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Socius Insurance Services Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Socius Insurance Services Investments (1)

Socius Insurance Services’s most recent deal was a Buyout/LBO with Kelly Underwriting Services. The deal was made on 18-Jan-2023.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Kelly Underwriting Services 18-Jan-2023 Buyout/LBO Insurance Brokers
To view Socius Insurance Services’s complete investments history, request access »

Socius Insurance Services Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Kelly Underwriting Services Farmingdale, NY 2012

Socius Insurance Services FAQs

  • When was Socius Insurance Services founded?

    Socius Insurance Services was founded in 1997.

  • Where is Socius Insurance Services headquartered?

    Socius Insurance Services is headquartered in San Francisco, CA.

  • What is the size of Socius Insurance Services?

    Socius Insurance Services has 105 total employees.

  • What industry is Socius Insurance Services in?

    Socius Insurance Services’s primary industry is Insurance Brokers.

  • Is Socius Insurance Services a private or public company?

    Socius Insurance Services is a Private company.

  • What is the current valuation of Socius Insurance Services?

    The current valuation of Socius Insurance Services is .

  • What is Socius Insurance Services’s current revenue?

    The current revenue for Socius Insurance Services is .

  • How much funding has Socius Insurance Services raised over time?

    Socius Insurance Services has raised $6.57M.

  • Who are Socius Insurance Services’s investors?

    Abry Partners has invested in Socius Insurance Services.

  • Who are Socius Insurance Services’s competitors?

    The O'leary Company, Xs Brokers Insurance Agency Inc, CRC Group, AmWINS, and Brightway Insurance are some of the 7 competitors of Socius Insurance Services.

  • When was Socius Insurance Services acquired?

    Socius Insurance Services was acquired on 03-Jul-2023.

  • Who acquired Socius Insurance Services?

    Socius Insurance Services was acquired by RT Specialty.

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