Growth and leadership Ameritas Investment Partners is expanding leadership with multiple senior appointments in 2026, signaling a focus on strategic growth, sales enablement, and underwriting expertise that can open cross-selling opportunities across insurance, pension funds, and high net worth clients.

Asset mix leverage Their broad investment capabilities across fixed income, large cap growth equity, and real estate suggest opportunities to pitch diversified allocation solutions, alpha-focused mandates, and risk management enhancements to institutional clients seeking one-stop asset management partners.

Technology and ops A tech stack featuring Salesforce, Oracle Cloud, Okta, Jira, and Confluence indicates a modern, integrated platform for client onboarding, CRM-driven relationship management, and scalable operations—sales teams can leverage to improve client journeys and data-driven upsell.

Mutual holding growth Recent partnerships and corporate developments with Ameritas Mutual Holding Company, including online dental booking initiatives, point to potential cross-industry collaboration opportunities and expanded distribution channels for wealth and insurance products.

Financial scope With assets under management over 14 billion and a diversified client base (insurance companies, pension funds, endowments, foundations, high net worth individuals), there is a sizable potential for strategic partnerships, co-managed products, and premium service offerings to adjacent markets.