Insights

Innovative Financial Solutions Valmark Financial Group has developed specialized products such as the TOPS Global Equity Target Range Index and ETF-focused portfolios, indicating a strong emphasis on diversified, options-based investment strategies that could appeal to clients seeking innovative and tailored financial solutions.

Technology Adoption The company's recent integration of the Opportunity Engine into their InForce Insurance Hub demonstrates a commitment to leveraging cutting-edge technology and AI-driven tools, presenting opportunities to introduce advanced risk management and client engagement platforms to similar firms.

Recognition & Industry Leadership Multiple awards including the SMB AI Disruptor Award and top workplace honors highlight Valmark’s reputation for innovation and employee engagement, making it a compelling partner for firms aiming to adopt best practices and elevate their service standards.

Market Focus Valmark’s specialization in working with top-tier entrepreneurial wealth transfer and wealth management firms positions it well for partnerships with high-net-worth client segments and advisory firms seeking bespoke financial and insurance solutions.

Growth & Expansion With revenue ranging between $100 million to $250 million and recent technological enhancements, Valmark presents sales opportunities in expanding their digital capabilities, advanced investment products, and targeted services to clients looking for innovative financial management options.

Valmark Financial Group Tech Stack

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

  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • oEmbed
    Dev Tools
  • Amazon Simple Email Service
    Email
  • OnBase
    Enterprise Content Management
  • UKG
    Human Resource Management System
  • UPS
    Logistics
  • Apache HTTP Server
    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
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%
FLast@valmarkfg.comJDoe@valmarkfg.com
98%
FMiddleLast@valmarkfg.comJMichaelDoe@valmarkfg.com
2%

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 AmericaAsiaAfrica.

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.

How much revenue does Valmark Financial Group generate?

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As of April 2026, Valmark Financial Group's annual revenue is estimated to be $2.7M.

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 April 2026, Valmark Financial Group has approximately 212 employees across 3 continents, including North AmericaAsiaAfrica. 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 RSSCloudflareoEmbedAmazon Simple Email ServiceOnBaseUKGUPSApache HTTP Server.

What is Valmark Financial Group's email format?

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Valmark Financial Group's email format typically follows the pattern of First.Last@valmarksecurities.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

  • $100M$250M

    Valmark Financial Group's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Valmark Financial Group's revenue is estimated to be in the range of $100M$250M

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