Aegis Financial Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 47

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 2

  • Investments
  • 1

Aegis Financial General Information

Description

Provider of financial marketing services intended to help independent insurance professionals and financial advisors build sustainable businesses. The company offers a tiered marketing ecosystem, specialized lead generation tools, and professional development forums, providing independent insurance professionals and financial advisors with the infrastructure and training to establish a professional digital presence and access high-intent client acquisition channels.

Contact Information

Website
www.aegisfinancial.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 7105 West 44th Avenue
  • Denver, CO 80033
  • United States
+1 (800)
Primary Industry
Specialized Finance
Parent Company
Wealth Enhancement Group
Corporate Office
  • 7105 West 44th Avenue
  • Denver, CO 80033
  • United States
+1 (800)

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Aegis Financial Valuation & Funding

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

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Aegis Financial Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial marketing services intended to help independent insurance professionals and financial advisors bui
Specialized Finance
Denver, CO
47 As of 2021

Philadelphia, PA
 

Omaha, NE
 
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Aegis Financial Competitors (4)

One of Aegis Financial’s 4 competitors is The PFM Group, a Formerly PE-Backed company based in Philadelphia, PA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
The PFM Group Formerly PE-Backed Philadelphia, PA
Carson Group Private Equity-Backed Omaha, NE
Channel Islands Law Group Private Equity-Backed Ventura, CA
Allworth Financial Private Equity-Backed Folsom, CA
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Aegis 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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Aegis Financial Investments (1)

Aegis Financial’s most recent deal was a PIPE with Barton Gold Holdings for . The deal was made on 10-Jun-2026.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Barton Gold Holdings 10-Jun-2026 PIPE Gold Mining
To view Aegis Financial’s complete investments history, request access »

Aegis Financial FAQs

  • When was Aegis Financial founded?

    Aegis Financial was founded in 1995.

  • Where is Aegis Financial headquartered?

    Aegis Financial is headquartered in Denver, CO.

  • What is the size of Aegis Financial?

    Aegis Financial has 47 total employees.

  • What industry is Aegis Financial in?

    Aegis Financial’s primary industry is Specialized Finance.

  • Is Aegis Financial a private or public company?

    Aegis Financial is a Private company.

  • What is Aegis Financial’s current revenue?

    The current revenue for Aegis Financial is .

  • Who are Aegis Financial’s competitors?

    The PFM Group, Carson Group, Channel Islands Law Group, and Allworth Financial are competitors of Aegis Financial.

  • When was Aegis Financial acquired?

    Aegis Financial was acquired on 31-Dec-2025.

  • Who acquired Aegis Financial?

    Aegis Financial was acquired by Wealth Enhancement Group and Integrity Marketing Group.

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