Insights

Agent growth MESSER Financial Group partners with over 25,000 independent insurance agents across all 50 states and emphasizes helping talented agents close more sales. This presents a recurring opportunity to offer tools, training, and services that streamline sales workflows, improve lead conversion, and scale agent partnerships.

Securities and health synergy Operating across Life, Health, Senior Market, and Annuities, the company covers multiple high-value product lines. This creates cross-sell and upsell opportunities for supplementary products, personalized advisory services, and bundled solutions tailored to agent clients.

Tech enablement The tech stack includes AdRoll, Google Ads, HubSpot Analytics, Zendesk and more, indicating a data-driven, marketing-enabled distribution model. There is an opportunity to enhance marketing automation, CRM integration, and analytics-driven sales enablement for agent partners.

Growth trajectory With reported revenue in the 250 to 500 million range and a recent partnership announcement with TLDCRM, Messer Financial Group appears to be scaling its platform and partner ecosystem. This suggests demand for scalable systems, onboarding programs, and enterprise-grade support for larger agency partners.

Partner-first approach Built by agents for agents, the firm emphasizes training, tools, administration, and support to allow partners to focus on clients. This signals opportunities to provide value-add services such as onboarding programs, educational content, commission optimization, and sales enablement resources tailored to independent agents.

Similar companies to Messer Financial Group

Messer Financial Group Tech Stack

Messer Financial Group uses 8 technology products and services including AdRoll, Google Ads, Reddit Ads, and more. Explore Messer Financial Group's tech stack below.

Messer Financial Group's Email Address Formats

Messer Financial Group uses at least 4 email formats:
Messer Financial Group Email FormatsExamplePercentage
FLast@messerfinancial.comJDoe@messerfinancial.com
87%
Last@messerfinancial.comDoe@messerfinancial.com
8%
First@messerfinancial.comJohn@messerfinancial.com
4%
First.Last@messerfinancial.comJohn.Doe@messerfinancial.com
1%

Frequently Asked Questions

What is Messer Financial Group's phone number?

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You can contact Messer Financial Group'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 Messer Financial Group's official website and social media links?

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Messer Financial Group's official website is messerfinancial.com and has social profiles on LinkedIn.

How much revenue does Messer Financial Group generate?

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As of August 2026, Messer Financial Group's annual revenue is estimated to be $250M - $500M.

What is Messer Financial Group's SIC code and NAICS code?

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Messer Financial Group's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Messer Financial Group have currently?

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As of August 2026, Messer Financial Group has approximately 209 employees across 4 continents, including North America, Europe and South America. Key team members include Vice President Global Electronics: C. C., Vice President Wealth Markets: G. T. and President Group Division: D. W. Explore Messer Financial Group's employee directory with LeadIQ.

What industry does Messer Financial Group belong to?

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Messer Financial Group operates in the Insurance industry.

What technology does Messer Financial Group use?

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Messer Financial Group's tech stack includes AdRoll, Google Ads, Reddit Ads, HubSpot Analytics, Microsoft Clarity, Joomla, StackAdapt and Zendesk.

What is Messer Financial Group's email format?

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Messer Financial Group's email format typically follows the pattern of FLast@messerfinancial.com. Find more Messer Financial Group email formats with LeadIQ.

When was Messer Financial Group founded?

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Messer Financial Group was founded in 2001.
Messer Financial Group logo

Messer Financial Group

InsuranceNorth Carolina, United States201-500 Employees

Messer Financial Group is an insurance-focused organization based in Charlotte, North Carolina, operating through a partner model with independent agents rather than selling directly to consumers. Founded in 2004 by Bill Rice and Roy Messer, the firm emphasizes partnership, service, and trust and aims to help capable agents increase sales across life, health, the senior market, and annuities. It supports a large network of independent agents—more than 25,000 across all 50 states—by providing training, administration, tools, and ongoing support so agents can focus on client needs.

The company presents itself as founded by agents for agents, prioritizing a service-oriented approach in which the organization works to assist its agent partners. In 2025, Messer Financial Group announced a collaboration with TLDCRM and Esotech Inc., reflecting ongoing engagement with ecosystem partners.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2001
Employees
201-500

Section iconFunding & Financials

  • $250M - $500M

    Messer Financial Group's revenue is estimated to be in the range of $250M - $500M

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