Insights

Expansion opportunities Milner Financial targets agents nationwide with impaired risk, life, annuity, and long-term care insurance products, suggesting potential for partnerships with broker networks seeking specialized underwriting capabilities and accelerated processes.

Digital readiness Tech stack includes WordPress, Firebase, Auth0, KnowBe4, and collaboration with Microsoft 365, indicating a modern, cloud-based environment that can support scalable digital distribution, client portals, and partner integrations.

Underwriting edge Recent update to PruFast Track highlights a focus on accelerated underwriting, presenting a sales lever to offer faster approvals to agents and clients compared to traditional carriers.

Financial scale signal Reported revenue between one and ten billion with a relatively small workforce (11-50 employees) implies high revenue per employee and an established market footprint, suggesting potential for high-touch enterprise partnerships or distribution deals with efficiency-focused carriers.

Competitive landscape Operating in the insurance brokerage space with peers at large, revenue-rich firms, Milner Financial can position as a nimble partner for mid-market agencies seeking specialized products and streamlined underwriting to differentiate from bigger incumbents.

Similar companies to Milner Financial

Milner Financial Tech Stack

Milner Financial uses 8 technology products and services including WordPress, CookieYes, Firebase, and more. Explore Milner Financial's tech stack below.

Milner Financial's Email Address Formats

Milner Financial uses at least 4 email formats:
Milner Financial Email FormatsExamplePercentage
First@milnergroup.comJohn@milnergroup.com
91%
FirstL@milnergroup.comJohnD@milnergroup.com
5%
Middle@milnergroup.comMichael@milnergroup.com
2%
FL@milnergroup.comJD@milnergroup.com
2%

Frequently Asked Questions

What is Milner Financial's phone number?

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

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Milner Financial's official website is milnerfinancial.com and has social profiles on LinkedIn.

How much revenue does Milner Financial generate?

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As of September 2026, Milner Financial's annual revenue is estimated to be $1B - $10B.

What is Milner Financial's NAICS code?

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Milner Financial's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Milner Financial have currently?

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As of September 2026, Milner Financial has approximately 45 employees across 3 continents, including North America, Europe and Oceania. Key team members include Vice President Of Operations: C. R., Managing Partner: S. M. and Director Of New Business: D. T. Explore Milner Financial's employee directory with LeadIQ.

What industry does Milner Financial belong to?

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Milner Financial operates in the Insurance industry.

What technology does Milner Financial use?

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Milner Financial's tech stack includes WordPress, CookieYes, Firebase, Microsoft 365, Mimecast, Auth0, Auth0 Lock and KnowBe4.

What is Milner Financial's email format?

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Milner Financial's email format typically follows the pattern of First@milnergroup.com. Find more Milner Financial email formats with LeadIQ.

When was Milner Financial founded?

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Milner Financial was founded in 1958.
Milner Financial logo

Milner Financial

InsuranceGeorgia, United States11-50 Employees

Milner Financial is an insurance brokerage based in Lawrenceville, Georgia, offering a range of insurance products through independent agents nationwide. The firm focuses on impaired risk, life, annuity, and long-term care lines, providing access to coverage for clients who may face underwriting challenges and need specialized options. Positioned within the insurance industry as a full-service brokerage, Milner Financial supports agents by supplying these product capabilities and facilitating accelerated underwriting processes, such as updates to its PruFast Track program introduced in 2020. The company operates with a regional footprint in the U.S. and serves a national network of agents, reflecting a service model that emphasizes breadth of product access and underwriting solutions. The organization is described as a small to mid-sized enterprise and is headquartered in the Atlanta metropolitan area, aligning with its stated location in Lawrenceville, Georgia. }

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1958
Employees
11-50

Section iconFunding & Financials

  • $1B - $10B

    Milner Financial's revenue is estimated to be in the range of $1B - $10B

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