Insights

Market Position Mid-sized financial services firm with a broad geographic footprint across Idaho, Utah, Washington, and Oregon, presenting opportunities to cross-sell and expand services to adjacent states and regions where licensed representatives already operate.

Growth Momentum Revenue range and a fivefold sales increase over the past decade indicate strong client demand and scalable offerings, suggesting potential for upselling advanced insurance and investment products to existing clients and at new locations.

Regulatory Readiness Licensed to conduct life insurance and securities business in multiple states with affiliations to OneAmerica Securities, highlighting compliance maturity and potential for joint marketing and streamlined product deployments with insurer partners.

Experience Advantage Management and advisory team accumulate substantial industry tenure, coupled with a credentialed sales force, creating openings for premium advisory services, retirement planning solutions, and high-value estate planning offerings.

Digital Engagement Active online presence with analytics and SEO tools, plus a multi-location operation, suggesting opportunities to introduce digital marketing-led lead generation programs, client segmentation, and automated onboarding to boost new client acquisition.

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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 August 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 August 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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