Insights

Growth footprint Allegis Financial Partners has expanded to six locations with over 100 associates across Idaho, Utah, Washington and Oregon, signaling ongoing capacity to serve more clients and pursue new market segments.

Diversified offering As a full-service insurance and investment firm focused on client needs rather than products, there are opportunities to cross-sell life insurance, investment advisory, retirement planning, and securities services through OneAmerica Securities.

Experienced leadership With a management team boasting over 75 years of combined financial services experience, there is potential to leverage advisory credibility in partnerships, co-marketing, and enterprise client engagements.

Regulatory readiness Licensed to operate across many states for both life insurance and securities, Allegis presents opportunities to target multi-state employers, executives, and affiliated organizations seeking compliant, nationwide coverage.

Financial scale Reported revenue between 100 and 250 million underscores a solid mid-market footprint, suggesting readiness for larger client engagements, strategic alliances, and scalable service models.

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Allegis Financial Partners Tech Stack

Allegis Financial Partners uses 8 technology products and services including WordPress, oEmbed, WooCommerce, and more. Explore Allegis Financial Partners's tech stack below.

Allegis Financial Partners's Email Address Formats

Allegis Financial Partners uses at least 4 email formats:
Allegis Financial Partners Email FormatsExamplePercentage
First.Last@allegisfp.comJohn.Doe@allegisfp.com
90%
Last@allegisfp.comDoe@allegisfp.com
6%
First@allegisfp.comJohn@allegisfp.com
3%
Fir.Last@allegisfp.comJoh.Doe@allegisfp.com
1%

Frequently Asked Questions

What is Allegis Financial Partners's phone number?

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You can contact Allegis Financial Partners's main corporate office by phone at . 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 Allegis Financial Partners's official website and social media links?

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Allegis Financial Partners's official website is allegisfp.com and has social profiles on LinkedIn.

How much revenue does Allegis Financial Partners generate?

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As of October 2026, Allegis Financial Partners's annual revenue is estimated to be $100M - $250M.

What is Allegis Financial Partners's NAICS code?

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

How many employees does Allegis Financial Partners have currently?

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As of October 2026, Allegis Financial Partners has approximately 83 employees across 2 continents, including North America and Europe. Key team members include Manager: M. H., Business Manager: V. J. and Financial Services Professional: J. H. Explore Allegis Financial Partners's employee directory with LeadIQ.

What industry does Allegis Financial Partners belong to?

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Allegis Financial Partners operates in the Financial Services industry.

What technology does Allegis Financial Partners use?

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Allegis Financial Partners's tech stack includes WordPress, oEmbed, WooCommerce, All in One SEO, DigitalOcean Web Hosting, Formidable Forms, Apache and Nginx.

What is Allegis Financial Partners's email format?

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Allegis Financial Partners's email format typically follows the pattern of First.Last@allegisfp.com. Find more Allegis Financial Partners email formats with LeadIQ.

When was Allegis Financial Partners founded?

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Allegis Financial Partners was founded in 1999.
Allegis Financial Partners logo

Allegis Financial Partners

Financial ServicesIdaho, United States51-200 Employees

Allegis Financial Partners is a full-service financial services firm that focuses on individualized insurance and investment solutions, prioritizing client needs over specific products. The company emphasizes ongoing professional education for its representatives and relies on a management team with extensive experience in the industry, aiming to provide stable, long-term service across its operations. Based in the Intermountain West region, it has expanded over the past decade to multiple locations in Idaho and neighboring states, supported by a network of licensed professionals who can conduct life insurance and securities business where permitted.

Founded in 1999 and located in Nampa, Idaho, Allegis Financial Partners positions itself as a general practitioner within financial services, offering life insurance and investment guidance through representatives authorized to operate in numerous states. Its structure involves relationships with third-party securities networks while maintaining transparency about its affiliations and regulatory references, including consumer protections and industry oversight resources. The firm highlights its local footprint and established presence across several western states as part of its ongoing growth trajectory.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Allegis Financial Partners's revenue is estimated to be in the range of $100M - $250M

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