Insights

Acquisition Growth USI Consulting Group has a track record of strategic acquisitions including Burke Group and Hhconsultants, indicating an aggressive growth trajectory and potential upsell of integrated retirement plan consulting and administration services to newly acquired clients.

Retirement Specialization With nearly 50 years focused exclusively on retirement plan market solutions, USICG presents ongoing opportunities to deepen engagements with existing 401(k), defined benefit, and other retirement programs through expanded actuarial, investment advisory, and benefits consulting services.

Scale and Expertise Serving over 4,500 clients nationwide and backed by USI Insurance Services, USICG can leverage broader risk, compliance, and benefits capabilities to cross-sell bundled retirement and benefits administration to mid-market and Fortune 500 clients.

Regulatory and Fiduciary Needs The firm’s investment advisory and broker-dealer affiliations highlight fiduciary and regulatory responsibilities among clients, signaling opportunities to partner on compliance support, fiduciary governance, and plan modernization initiatives.

Technology Enablement Existing tech stack elements (Cloudflare, Sentry, TrackJS, PyScript) and emphasis on flexible retirement plan solutions suggest potential for selling advanced digital plan governance, data analytics, and employee engagement tools to optimize plan outcomes.

Similar companies to USI Consulting Group

USI Consulting Group Tech Stack

USI Consulting Group uses 8 technology products and services including Microsoft Advertising, Snowplow, Mailchimp, and more. Explore USI Consulting Group's tech stack below.

Media & News

USI Consulting Group's Email Address Formats

USI Consulting Group uses at least 4 email formats:
USI Consulting Group Email FormatsExamplePercentage
First_Last@usicg.comJohn_Doe@usicg.com
57%
First.Last@usicg.comJohn.Doe@usicg.com
40%
First@usicg.comJohn@usicg.com
2%
FLast@usicg.comJDoe@usicg.com
1%

Frequently Asked Questions

What is USI Consulting Group's phone number?

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You can contact USI Consulting 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 USI Consulting Group's official website and social media links?

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USI Consulting Group's official website is usicg.com and has social profiles on LinkedIn.

How much revenue does USI Consulting Group generate?

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As of August 2026, USI Consulting Group's annual revenue is estimated to be $500M - $1B.

What is USI Consulting Group's SIC code and NAICS code?

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USI Consulting Group's SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does USI Consulting Group have currently?

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As of August 2026, USI Consulting Group has approximately 494 employees across 4 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: P. T., Vice President & Senior Consulting Actuary: N. Y. and Vice President Retirement Services: R. B. Explore USI Consulting Group's employee directory with LeadIQ.

What industry does USI Consulting Group belong to?

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USI Consulting Group operates in the Financial Services industry.

What technology does USI Consulting Group use?

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USI Consulting Group's tech stack includes Microsoft Advertising, Snowplow, Mailchimp, Marketo, DocuSign, Wistia, Microsoft Azure and Piwik PRO Core.

What is USI Consulting Group's email format?

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USI Consulting Group's email format typically follows the pattern of First_Last@usicg.com. Find more USI Consulting Group email formats with LeadIQ.
USI Consulting Group logo

USI Consulting Group

Financial ServicesConnecticut, United States201-500 Employees

USI Consulting Group (USICG) is a financial services firm headquartered in Glastonbury, Connecticut, that provides retirement plan consulting and benefits administration. The company has operated for nearly 50 years and serves more than 4,300 clients across the United States, including public and private sector employers, not-for-profit organizations, and Fortune 500 companies. It offers retirement plan, investment, actuarial, and benefits consulting through an integrated team of professionals. USICG is a wholly owned subsidiary of USI Insurance Services, the second largest privately held insurance broker in the United States. Investment advice for certain institutional accounts is provided by USI Advisors, Inc., an SEC-registered investment adviser, and securities are offered through USI Securities, Inc., an SEC-registered broker-dealer; both are affiliates of USI Consulting Group and do not offer legal or tax advice. The firm has expanded through acquisitions, including Burke Group in January 2024 and Hooker & Holcombe in May 2023.

Section iconCompany Overview

Phone number
Website
usicg.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $500M - $1B

    USI Consulting Group's revenue is estimated to be in the range of $500M - $1B

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