What is PhiloSmith & Co.'s NAICS code?

PhiloSmith & Co.'s NAICS code is 52 (Finance and Insurance).

Insights

Niche Expertise PhiloSmith & Co. specializes in insurance and financial services, offering M&A advisory, investment management, and research. Leverage their deep sector knowledge to position complementary services such as fintech partnerships, risk analytics, or regulatory compliance solutions that align with insurance industry focus.

Boutique Scale With 11-50 employees, the firm operates as a focused advisory and asset management player. Target tailored, high-touch solutions like boutique data analytics, client onboarding platforms, or customized portfolio reporting that fit mid-sized enterprise needs and can be delivered efficiently.

Long-Term Performance Their above-average long-term investment performance and institutional/HNW client base signal openness to refined investment tech, reporting enhancements, and ESG/alternative investment capabilities. Propose advanced performance dashboards, attribution analytics, and sustainable investment frameworks.

Insurance Focus Top ranking in insurance-related transactions indicates strong deal flow potential. Explore opportunities in deal intelligence tools, target screening software, due diligence automation, and deal marketing services tailored to insurance sector M&A.

Digital Presence Current tech stack includes WordPress and common analytics/tools. There is room to upgrade client experience and data security, offering website modernization, client portal development, and analytics-driven client insights to enhance engagement and regulatory reporting.

PhiloSmith & Co. Tech Stack

PhiloSmith & Co. uses 8 technology products and services including MySQL, Twemoji, Slick, and more. Explore PhiloSmith & Co.'s tech stack below.

MySQL

Database

Twemoji

Font Scripts

Slick

Javascript Libraries

jQuery

Javascript Libraries

Office 365

Office Suites

Animate.css

UI Frameworks

SiteOrigin Page Builder

Web Platform Extensions

WP-Cycle

Web Tools And Plugins

PhiloSmith & Co. Email Formats	Example	Percentage
FLast@philosmith.com	JDoe@philosmith.com	95%
First@philosmith.com	John@philosmith.com	5%

PhiloSmith & Co. Email Formats

Example

Percentage

FLast@philosmith.com

JDoe@philosmith.com

95%

First@philosmith.com

John@philosmith.com

Frequently Asked Questions

What is PhiloSmith & Co.'s phone number?

You can contact PhiloSmith & Co.'s main corporate office by phone at

+1-203-348-****

. 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 PhiloSmith & Co.'s official website and social media links?

PhiloSmith & Co.'s official website is philosmith.com and has social profiles on LinkedIn.

How much revenue does PhiloSmith & Co. generate?

As of July 2026, PhiloSmith & Co.'s annual revenue is estimated to be $10M - $25M.

What is PhiloSmith & Co.'s SIC code NAICS code?

PhiloSmith & Co.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does PhiloSmith & Co. have currently?

As of July 2026, PhiloSmith & Co. has approximately 11 employees across 1 continents, including North America. Key team members include Vice President International Marketing: M. G.Managing Partner: J. A.Partner: D. S.. Explore PhiloSmith & Co.'s employee directory with LeadIQ.

What industry does PhiloSmith & Co. belong to?

PhiloSmith & Co. operates in the Financial Services industry.

What technology does PhiloSmith & Co. use?

PhiloSmith & Co.'s tech stack includes MySQLTwemojiSlickjQueryOffice 365Animate.cssSiteOrigin Page BuilderWP-Cycle.

What is PhiloSmith & Co.'s email format?

PhiloSmith & Co.'s email format typically follows the pattern of FLast@philosmith.com. Find more PhiloSmith & Co. email formats with LeadIQ.

When was PhiloSmith & Co. founded?

PhiloSmith & Co. was founded in 1962.

PhiloSmith & Co.

Q: What is PhiloSmith & Co.'s official website and social media links?

PhiloSmith & Co.'s official website is philosmith.com. PhiloSmith & Co. has social profiles on LinkedIn.

Q: How many employees does PhiloSmith & Co. have currently?

PhiloSmith & Co. has approximately 11 employees.

Q: What technology does PhiloSmith & Co. use?

PhiloSmith & Co.'s tech stack includes Google Tag Manager, Font Awesome, WP-Cycle, Priority Hints, Twemoji.

Financial ServicesConnecticut, United States11-50 Employees

Philo Smith & Co. is a mid-sized independent financial services firm based in Stamford, Connecticut, with origins dating to 1962. It concentrates on the insurance sector and other financial services companies, delivering services across mergers and acquisitions advisory, asset management for institutions and high-net-worth individuals, and sector-focused research. The firm highlights its specialized knowledge and long-standing relationships within these sectors as a key strength.

In its advisory practice, the firm counsels insurers, underwriters, agents, brokers, and related financial services firms on mergers, acquisitions, affiliations, and strategic planning. Its asset management activity serves institutional and high-net-worth clients through a disciplined approach informed by its insurance and financial services expertise. Its research team analyzes core insurance topics as well as other financial services players worldwide.

Insights

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