Insights

Growth Opportunity Mid-size actuarial consulting firm in the Pacific Northwest with a revenue range of 10M-25M presents a solid platform for cross-selling retirement plan design, valuations, and administration services to mid-market employers and public sector entities within a similar regional footprint.

Expansion Readiness Existing client base spanning small businesses to large corporations suggests potential for upsell of comprehensive retirement plan services, fiduciary outsourcing, and plan optimization engagements as organizations evaluate cost efficiency and benefit strategies.

Tech Advantage Leveraging a modern tech stack including Google Cloud, WordPress, and analytics indicates readiness for data-driven plan design, real-time reporting, and customer self-service tools to improve engagement and streamline administration.

Market Positioning Positioned as premier actuaries in the Pacific Northwest with a boutique yet scalable service model, offering a differentiated approach that can be paired with larger national firms’ capabilities to win regional mandates.

Financial Health Signals Revenue scale combined with a lean employee base (11-50) suggests opportunities to present value-based pricing, efficiency improvements, and performance-based consulting to potential clients seeking strong ROI on retirement programs.

Similar companies to Independent Actuaries, Inc.

Independent Actuaries, Inc. Tech Stack

Independent Actuaries, Inc. uses 8 technology products and services including Site Kit, WordPress, Mimecast, and more. Explore Independent Actuaries, Inc.'s tech stack below.

  • Site Kit
    Analytics
  • Content Management System
  • Email Security
  • Infrastructure As A Service
  • Platform As A Service
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Independent Actuaries, Inc.'s Email Address Formats

Independent Actuaries, Inc. uses at least 3 email formats:
Independent Actuaries, Inc. Email FormatsExamplePercentage
FirstLast@indact.comJohnDoe@indact.com
100%
First.Last@independentactuaries.comJohn.Doe@independentactuaries.com
50%
FirstLas@independentactuaries.comJohnDoe@independentactuaries.com
50%

Frequently Asked Questions

What is Independent Actuaries, Inc.'s phone number?

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You can contact Independent Actuaries, Inc.'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 Independent Actuaries, Inc.'s official website and social media links?

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Independent Actuaries, Inc.'s official website is independentactuaries.com and has social profiles on LinkedIn.

How much revenue does Independent Actuaries, Inc. generate?

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As of September 2026, Independent Actuaries, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Independent Actuaries, Inc.'s SIC code and NAICS code?

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Independent Actuaries, Inc.'s SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Independent Actuaries, Inc. have currently?

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As of September 2026, Independent Actuaries, Inc. has approximately 17 employees across 1 continents, including North America. Key team members include Owner And Business Manager: K. M., Office Manager: K. H. and Consultant: S. D. Explore Independent Actuaries, Inc.'s employee directory with LeadIQ.

What industry does Independent Actuaries, Inc. belong to?

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Independent Actuaries, Inc. operates in the Financial Services industry.

What technology does Independent Actuaries, Inc. use?

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Independent Actuaries, Inc.'s tech stack includes Site Kit, WordPress, Mimecast, Google Cloud, WP Engine, PHP, Google Analytics and Nginx.

What is Independent Actuaries, Inc.'s email format?

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Independent Actuaries, Inc.'s email format typically follows the pattern of FirstLast@indact.com. Find more Independent Actuaries, Inc. email formats with LeadIQ.

When was Independent Actuaries, Inc. founded?

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Independent Actuaries, Inc. was founded in 1994.
Independent Actuaries, Inc. logo

Independent Actuaries, Inc.

Financial ServicesOregon, United States11-50 Employees

Independent Actuaries, Inc. (IAI) is an actuarial consulting firm operating within the financial services sector, based in Lake Oswego, Oregon. The firm offers a range of services, including plan design, valuation, administrative support, and consulting, aimed at helping clients establish and manage retirement plans. Its client base includes small business owners, large corporations, and public sector employers, reflecting a focus on diverse organizational sizes and sectors seeking specialized actuarial guidance. In addition to its core consulting work, IAI announced the launch of a Retirement Calculator FAQ resource, representing a concrete recent development tied to its retirement planning services. The company positions itself as a regional specialist in the Pacific Northwest, serving clients with customized solutions and professional actuarial expertise.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Independent Actuaries, Inc.'s revenue is estimated to be in the range of $10M - $25M

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