Insights

Industry Niche Focus Valmark Financial Group specializes exclusively in working with high-performing entrepreneurial wealth transfer and wealth management firms, indicating strong potential for partnerships with firms seeking tailored financial products and advisory services.

Innovative Technology Adoption The company's recent development of the Opportunity Engine(TM) and the TOPS Global Equity Target Range Index demonstrates a commitment to leveraging advanced tools and index-based strategies, creating opportunities to offer specialized investment solutions to forward-thinking financial advisors.

Recognition and Awards Receiving multiple Top Workplace awards and the SMB AI Disruptor Award positions Valmark as a reputable and innovative firm, making it an attractive partner for technology providers and service vendors seeking credible industry leaders.

Strong Market Presence With estimated revenues between 100 million and 250 million dollars and a dedicated focus on wealth management firms, Valmark presents a sizable client base and expansion opportunity for financial technology providers, insurers, and service firms aiming to penetrate the financial advisory market.

Growth and Innovation Valmark's ongoing product development and recognition in the investment space suggest a proactive approach to innovation, making it an ideal partner or customer for firms offering cutting-edge financial products, digital solutions, or consultancy services tailored to high-end financial advisory firms.

Valmark Financial Group Tech Stack

Valmark Financial Group uses 8 technology products and services including Adobe Illustrator, RSS, oEmbed, and more. Explore Valmark Financial Group's tech stack below.

  • Adobe Illustrator
    Cad & Graphics
  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Amazon Simple Email Service
    Email
  • Oracle
    Enterprise
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Nginx
    Web Servers

Media & News

Valmark Financial Group's Email Address Formats

Valmark Financial Group uses at least 2 format(s):
Valmark Financial Group Email FormatsExamplePercentage
FLast@valmarkfg.comJDoe@valmarkfg.com
98%
FMiddleLast@valmarkfg.comJMichaelDoe@valmarkfg.com
2%
First.Last@valmarksecurities.comJohn.Doe@valmarksecurities.com
76%
Last@valmarksecurities.comDoe@valmarksecurities.com
20%
Last.First@valmarksecurities.comDoe.John@valmarksecurities.com
3%
F.Last@valmarksecurities.comJ.Doe@valmarksecurities.com
1%

Frequently Asked Questions

Where is Valmark Financial Group's headquarters located?

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Valmark Financial Group's main headquarters is located at 130 Springside Drive Akron, Ohio 44333 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Valmark Financial Group's phone number?

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

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Valmark Financial Group's official website is valmarkfg.com and has social profiles on LinkedIn.

What is Valmark Financial Group's NAICS code?

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Valmark Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Valmark Financial Group have currently?

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As of June 2026, Valmark Financial Group has approximately 216 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Chief Executive Officer: M. M.Vice President Insurance Operations: A. F. A.President And Chief Executive Officer: L. R.. Explore Valmark Financial Group's employee directory with LeadIQ.

What industry does Valmark Financial Group belong to?

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Valmark Financial Group operates in the Financial Services industry.

What technology does Valmark Financial Group use?

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Valmark Financial Group's tech stack includes Adobe IllustratorRSSoEmbedAmazon Simple Email ServiceOracleFont AwesomeJSON-LDNginx.

What is Valmark Financial Group's email format?

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

When was Valmark Financial Group founded?

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Valmark Financial Group was founded in 1963.

Valmark Financial Group

Financial ServicesOhio, United States201-500 Employees

Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors.

To learn more about Valmark Financial Group visit our website at:
www.valmarkfg.com 

Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.

Third-party posts found on this profile do not reflect the views of Valmark Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by Valmark Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/endorsements provided may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Section iconCompany Overview

Headquarters
130 Springside Drive Akron, Ohio 44333 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1963
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

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

Section iconFunding & Financials

  • $250M$500M

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

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