Insights

Strategic partner Valmark serves exclusively with entrepreneurial wealth transfer and wealth management firms, presenting a channel opportunity to offer integrated insurance, investment advisory, and risk management solutions to a network of high-value financial advisors.

Tech driven Current tech stack includes iCIMS, WordPress, Shopify/WooCommerce, and cloud tools like Microsoft 365, VMware, and Adobe Creative Suite, suggesting opportunities to pitch modern automation, data integration, CRM enhancements, and client experience improvements.

Awarded momentum Recent recognition as a SMB AI Disruptor and Top Workplace indicates strong employer branding and innovation culture, providing a case for selling advanced AI-powered advisor tools, client engagement platforms, and scalable back-office solutions.

Financial footprint With revenue in the mid hundreds of millions and 201-500 employees, Valmark is a mid-market financial services player likely seeking scalable technology, compliance, and operations enhancements to support growth and competitive differentiation.

Product leadership Historical leadership in TOPS portfolios and the InForce Insurance Hub ecosystem signals opportunities to cross-sell advisory technology, risk management solutions, and targeted investment product platforms to grow portfolio completeness and client value.

Similar companies to Valmark Financial Group

Valmark Financial Group Tech Stack

Valmark Financial Group uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Valmark Financial Group's tech stack below.

Media & News

Valmark Financial Group's Email Address Formats

Valmark Financial Group uses at least 6 email formats:
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

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 October 2026, Valmark Financial Group's annual revenue is estimated to be $250M - $500M.

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 October 2026, Valmark Financial Group has approximately 218 employees across 4 continents, including North America, Africa and Asia. Key team members include Chief Executive Officer: M. M., Vice President Insurance Operations: A. F. A. and 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 iCIMS, WordPress, Shopify, WooCommerce, Amazon Simple Email Service, Microsoft 365, VMware and Adobe Creative Suite.

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 logo

Valmark Financial Group

Financial ServicesOhio, United States201-500 Employees

Valmark Financial Group is a financial services firm based in Akron, Ohio, founded in 1963. It serves primarily entrepreneurial wealth transfer and wealth management firms, providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services to assist high-performing financial advisors in serving their clients. The company positions itself as a partner to the top tier of financial advisors within its selected market, focusing on products and services that address the needs of sophisticated clients and the firms that manage their wealth. Valmark operates through multiple affiliated entities, including Valmark Securities, Inc. and Valmark Advisers, Inc., offering securities and advisory services in a regulated framework. Recent developments highlight enhancements to its InForce Insurance Hub and the introduction of an integrated feature, Opportunity Engine, reflecting ongoing investment in tools that support advisor operations and client outcomes.

Section iconCompany Overview

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

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