Insights

Potential Acquisition Aegis Financial is undergoing a potential acquisition in late 2025 by Wealth Enhancement Group, signaling strategic shifts and integration opportunities for partner products, technology platforms, and distribution channels that can be leveraged in outreach to related firms seeking similar scalability.

Growth Focus With revenue in the range of 50 to 100 million and a 25-year track record, Aegis Financial presents a mature, scalable partner profile for firms seeking established market reach in annuities, life insurance, wealth management, retirement and business solutions.

Mid‑Market Niche Small business oriented culture combined with high-level resources suggests a strong fit for B2B insurance and financial services tech integrations, practice management solutions, and advisor enablement tools aimed at independent professionals.

Technology Stack Utilizes widely adopted cloud and web technologies (AWS, JSON-LD, Open Graph, reCAPTCHA) creating opportunities to propose modern security, data analytics, customer experience enhancements, and seamless integration with marketing and CRM platforms.

Legacy & Leverage Historical ownership and leadership continuity, the ‘First Annuity’ brand identity, and ongoing emphasis on a small business culture present a compelling case for services that support transition, change management, and value-aligned partnerships for consolidating distribution.

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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.