Insights

Strategic Profile National independent insurance and financial services marketing organization serving independent producers, insurers, and financial service firms, presenting a broad cross-industry opportunity for partnerships in distribution, training, marketing, and administrative services.

Product Mix Specializes in life insurance, annuities, long term care alternatives, and funeral trust products, indicating potential upsell of advanced financial products and education resources to agents and carriers.

Tech Enablement Utilizes a modern tech stack (HubSpot Analytics, Calendly, AWS, Moat, Snowplow) signaling openness to CRM, marketing automation, analytics partnerships, and scalable digital marketing solutions.

Growth Signals Revenue in the mid-range of small to midsize services firms and recent acquisition activity by Roastar Inc suggest potential for strategic partnerships, co-marketing, or technology integrations to support growth.

Engagement Opportunity Small- to mid-sized employee base but broad service offerings to agents and carriers creates opportunities for training programs, onboarding automation, and incentive-driven marketing packages to expand channel reach.

Similar companies to Ohlson Group LLC

Ohlson Group LLC Tech Stack

Ohlson Group LLC uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, Moat, and more. Explore Ohlson Group LLC's tech stack below.

Ohlson Group LLC's Email Address Formats

Ohlson Group LLC uses at least 4 email formats:
Ohlson Group LLC Email FormatsExamplePercentage
FLast@ohlsongroup.comJDoe@ohlsongroup.com
81%
Last@ohlsongroup.comDoe@ohlsongroup.com
9%
LastFir@ohlsongroup.comDoeJoh@ohlsongroup.com
5%
FMLast@ohlsongroup.comJMDoe@ohlsongroup.com
5%

Frequently Asked Questions

What is Ohlson Group LLC's phone number?

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You can contact Ohlson Group LLC'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 Ohlson Group LLC's official website and social media links?

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Ohlson Group LLC's official website is ohlsongroup.com and has social profiles on LinkedIn.

How much revenue does Ohlson Group LLC generate?

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As of August 2026, Ohlson Group LLC's annual revenue is estimated to be $10M - $25M.

What is Ohlson Group LLC's NAICS code?

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Ohlson Group LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Ohlson Group LLC have currently?

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As of August 2026, Ohlson Group LLC has approximately 14 employees across 1 continents, including North America. Key team members include Assistant Accounting Manager: T. G., Principal: A. K. and Other: R. O. Explore Ohlson Group LLC's employee directory with LeadIQ.

What industry does Ohlson Group LLC belong to?

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Ohlson Group LLC operates in the Financial Services industry.

What technology does Ohlson Group LLC use?

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Ohlson Group LLC's tech stack includes HubSpot Analytics, Linkedin Insight Tag, Moat, Snowplow, Calendly, Amazon Web Services, Weebly and Video.js.

What is Ohlson Group LLC's email format?

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Ohlson Group LLC's email format typically follows the pattern of FLast@ohlsongroup.com. Find more Ohlson Group LLC email formats with LeadIQ.
Ohlson Group LLC logo

Ohlson Group LLC

Financial ServicesIndiana, United States11-50 Employees

Ohlson Group LLC operates as a national independent insurance and financial services marketing organization focused on supporting independent producers, insurance companies, and financial service firms. It provides distribution, administrative, and marketing support through services such as training resources, consumer marketing packages, incentive programs, and access to a wide range of carriers. The company specializes in life insurance, annuities, long-term care alternatives, and funeral trust financial products, and it assists agents with case preparation, case design, product updates, and guidance on selecting appropriate solutions for clients. Based in Carmel, Indiana, Ohlson Group LLC serves a national market in the financial services space, facilitating access to life, annuity, long-term care, and funeral trust products through independent channels. It operates as a mid-sized organization that provides case preparation and product matching support to independent producers and partner firms. A notable development in its recent history is its acquisition by Roastar Inc. in 2021.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Ohlson Group LLC's revenue is estimated to be in the range of $10M - $25M

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