Regis Financial Partners Overview

  • Year Founded
  • 2007

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 650

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Regis Financial Partners General Information

Description

Provider of insurance brokerage and financial planning services intended to serve the needs of life insurance professionals and other advisers operating in the affluent and business markets. The company offers annuity arbitrage, business succession planning, employee stock ownership planning, charitable planning, retirement planning, premium financing and other financial planning services along with insurance technologies for actuarial calculations, due diligence, product selection and other functions.

Contact Information

Website
www.regisfp.com
Formerly Known As
Synergy Life Brokerage Group
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 501 Brickell Key Drive
  • Suite 509
  • Miami, FL 33131
  • United States
+1 (786)
Primary Industry
Insurance Brokers
Other Industries
Business/Productivity Software
Consulting Services (B2B)
Parent Company
MAS Advisors
Vertical(s)
InsurTech
Corporate Office
  • 501 Brickell Key Drive
  • Suite 509
  • Miami, FL 33131
  • United States
+1 (786)

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Regis Financial Partners Valuation & Funding

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

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Regis Financial Partners 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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Regis Financial Partners FAQs

  • When was Regis Financial Partners founded?

    Regis Financial Partners was founded in 2007.

  • Where is Regis Financial Partners headquartered?

    Regis Financial Partners is headquartered in Miami, FL.

  • What is the size of Regis Financial Partners?

    Regis Financial Partners has 650 total employees.

  • What industry is Regis Financial Partners in?

    Regis Financial Partners’s primary industry is Insurance Brokers.

  • Is Regis Financial Partners a private or public company?

    Regis Financial Partners is a Private company.

  • What is Regis Financial Partners’s current revenue?

    The current revenue for Regis Financial Partners is .

  • When was Regis Financial Partners acquired?

    Regis Financial Partners was acquired on 04-Jun-2020.

  • Who acquired Regis Financial Partners?

    Regis Financial Partners was acquired by MAS Advisors.

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