Insights

Acquisition Flag Recent news indicates Aegis Financial was acquired by Wealth Enhancement Group in December 2025, signaling a shift in ownership and potential integration with a larger capital network and product suite.

Growth Potential With a revenue range of 50 to 100 million and a small to mid-size employee base, Aegis presents an opportunity for scalable solutions aimed at mid-market financial services firms seeking enhanced technology, marketing, and client acquisition capabilities.

Technology Stack Existing tech usage across HubSpot Analytics, AWS, Google Cloud, Microsoft 365, Shopify, KnowBe4, and Vimeo suggests openness to modern cloud platforms and security training—a signal for selling advanced marketing ops, data analytics, and cybersecurity improvements.

Client-Centric DNA Aegis emphasizes a small-business culture with high-touch service for independent agents and clients, creating a sales angle for partnerships in agent onboarding, CRM optimization, and wealth/retirement planning solutions tailored to smaller advisory networks.

Industry Positioning As a financial marketing organization with a long history and a recent acquisition, there is potential to approach both Aegis and its acquirers for cross-sell opportunities in annuities, life insurance, wealth management, and retirement planning products, plus strategic marketing collaborations.

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Aegis Financial Tech Stack

Aegis Financial uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, CookieYes, and more. Explore Aegis Financial's tech stack below.

HubSpot Analytics
Analytics
Amazon Web Services
Cloud Hosting
CookieYes
Cookie Compliance
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
KnowBe4
Security
Vimeo
Video Players

Media & News

Aegis Financial's Email Address Formats

Aegis Financial uses at least 8 email formats:

Aegis Financial Email Formats	Example	Percentage
First@aegisfinancial.com	John@aegisfinancial.com	80%
Last@aegisfinancial.com	Doe@aegisfinancial.com	15%
First.Last@aegisfinancial.com	John.Doe@aegisfinancial.com	3%
F.Last@aegisfinancial.com	J.Doe@aegisfinancial.com	2%
First@firstannuity.net	John@firstannuity.net	51%
FLast@firstannuity.net	JDoe@firstannuity.net	35%
Last@firstannuity.net	Doe@firstannuity.net	12%
F.Last@firstannuity.net	J.Doe@firstannuity.net	2%

Frequently Asked Questions

What is Aegis Financial's phone number?

You can contact Aegis Financial's main corporate office by phone at

+1-303-758-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aegis Financial's official website and social media links?

Aegis Financial's official website is aegisfinancial.com and has social profiles on LinkedIn.

How much revenue does Aegis Financial generate?

As of September 2026, Aegis Financial's annual revenue is estimated to be $50M - $100M.

What is Aegis Financial's NAICS code?

Aegis Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Aegis Financial have currently?

As of September 2026, Aegis Financial has approximately 40 employees across 1 continents, including North America. Key team members include Vice President Of Producer Services: R. D. H., President And Senior Advisor: B. B. and President: G. G. G. Explore Aegis Financial's employee directory with LeadIQ.

What industry does Aegis Financial belong to?

Aegis Financial operates in the Financial Services industry.

What technology does Aegis Financial use?

Aegis Financial's tech stack includes HubSpot Analytics, Amazon Web Services, CookieYes, Shopify, Microsoft 365, Google Cloud, KnowBe4 and Vimeo.

What is Aegis Financial's email format?

Aegis Financial's email format typically follows the pattern of First@aegisfinancial.com. Find more Aegis Financial email formats with LeadIQ.

When was Aegis Financial founded?

Aegis Financial was founded in 1995.

Aegis Financial

Q: What is Aegis Financial's official website and social media links?

Aegis Financial's official website is aegisfinancial.com. Aegis Financial has social profiles on LinkedIn.

Q: How many employees does Aegis Financial have currently?

Aegis Financial has approximately 40 employees.

Q: What technology does Aegis Financial use?

Aegis Financial's tech stack includes Cloudflare Bot Management, Google Search Console, Really Simple Discovery, Extendify, Webpack.

Q: What is Aegis Financial's NAICS code?

Aegis Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

Aegis Financial is a financial services firm that supports independent insurance professionals, financial advisors, and their clients by offering annuities, life insurance, wealth management, retirement planning, and business solutions. The company emphasizes delivering a small-business feel with the resources typically associated with larger firms, aiming to give clients attentive service and scalable solutions. Based in Wheat Ridge, Colorado, Aegis Financial has operated for nearly a quarter-century, maintaining a culture that centers on agents and their clients. The organization positions itself within the financial marketing space, focusing on enabling advisers to grow their practices by providing a comprehensive suite of products and services. Recent developments include changes in branding from First Annuity to Aegis Financial, while preserving the core leadership and client-centric approach.