Insights

Strategic Acquisition The recent acquisition of BKA Financial by Simplicity Group indicates strong growth potential and strategic expansion in the insurance distribution space, presenting opportunities for partners to integrate and scale their offerings within a larger network.

Market Positioning As a national leader known for customized estate, wealth, and business succession planning, BKA Financial serves a high-net-worth client base, making it an ideal target for premium insurance and financial product providers seeking affluent market segments.

Revenue Growth With annual revenues estimated up to $500 million, BKA Financial demonstrates substantial market presence and revenue streams, offering high-value partnership opportunities for firms looking to expand their financial product distribution channels.

Technological Framework Utilizing a modern tech stack including WordPress and MySQL, BKA Financial is positioned to adopt innovative digital solutions, which can facilitate cross-selling and data-driven client engagement strategies for potential partners.

Industry & Competition Operating within a competitive landscape with large firms like Fidelity and Merrill Lynch, BKA Financial's niche focus on personalized planning services creates opportunities for specialized product offerings tailored to their affluent clientele.

Similar companies to BKA Financial, LLC.

BKA Financial, LLC. Tech Stack

BKA Financial, LLC. uses 8 technology products and services including WordPress, MySQL, Twemoji, and more. Explore BKA Financial, LLC.'s tech stack below.

WordPress
Content Management System
MySQL
Database
Twemoji
Font Scripts
jQuery Migrate
Javascript Libraries
MediaElement.js
Video Players
GoDaddy
Web Hosting
Contact Form 7
Web Platform Extensions
Nginx
Web Servers

Media & News

Simplicity Group acquired BKA Financial, LLC. on Apr 9th '25.
SUMMIT, N.J., April 9, 2025 /PRNewswire/ - Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, today announced the acquisition of BKA Financial ("BKA"), a New York -based firm specializing in insurance distribution in the institutional space.
Apr 09, 2025 | www.tagfingroup.com

BKA Financial, LLC.'s Email Address Formats

BKA Financial, LLC. uses at least 1 format(s):

BKA Financial, LLC. Email Formats	Example	Percentage
FLast@bkafinancial.com	JDoe@bkafinancial.com	48%
Last@bkafinancial.com	Doe@bkafinancial.com	2%
FLast@bkafinancial.com	JDoe@bkafinancial.com	48%
Last@bkafinancial.com	Doe@bkafinancial.com	2%

Frequently Asked Questions

Where is BKA Financial, LLC.'s headquarters located?

BKA Financial, LLC.'s main headquarters is located at 244 West Water Street, Suite 200. The company has employees across 1 continents, including North America.

What is BKA Financial, LLC.'s phone number?

You can contact BKA Financial, LLC.'s main corporate office by phone at

+1-607-735-****

. 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 BKA Financial, LLC.'s official website and social media links?

BKA Financial, LLC.'s official website is bkafinancial.com and has social profiles on LinkedIn.

What is BKA Financial, LLC.'s SIC code NAICS code?

BKA Financial, LLC.'s SIC code is 8742 - Management Consulting Services NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does BKA Financial, LLC. have currently?

As of January 2026, BKA Financial, LLC. has approximately 46 employees across 1 continents, including North America. Key team members include Chief Information Officer: J. B.Chief Financial Officer: K. O.President & Managing Partner: T. L.. Explore BKA Financial, LLC.'s employee directory with LeadIQ.

What industry does BKA Financial, LLC. belong to?

BKA Financial, LLC. operates in the Insurance industry.

What technology does BKA Financial, LLC. use?

BKA Financial, LLC.'s tech stack includes WordPressMySQLTwemojijQuery MigrateMediaElement.jsGoDaddyContact Form 7Nginx.

What is BKA Financial, LLC.'s email format?

BKA Financial, LLC.'s email format typically follows the pattern of FLast@bkafinancial.com. Find more BKA Financial, LLC. email formats with LeadIQ.

BKA Financial, LLC.

Q: What is BKA Financial, LLC.'s official website and social media links?

BKA Financial, LLC.'s official website is bkafinancial.com. BKA Financial, LLC. has social profiles on LinkedIn.

Q: How many employees does BKA Financial, LLC. have currently?

BKA Financial, LLC. has approximately 46 employees.

Q: What technology does BKA Financial, LLC. use?

BKA Financial, LLC.'s tech stack includes Lodash, GoDaddy, reCAPTCHA, Google Fonts API, Microsoft IIS.

InsuranceNew York, United States11-50 Employees

BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service . At BKA Financial we provide customized planning expertise to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their Clients; CPAs, and Attorneys.