WealthVest
WealthVest is an independently-owned financial services firm that distributes fixed, indexed, and registered index-linked annuities through a nationwide wholesale network, serving 73,000 financial professionals across 901 broker-dealer and bank partnerships.
- Company typePrivate
- Founded2009
- HeadquartersBozeman, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What WealthVest does
WealthVest, LLC is an independently-owned financial services marketing and distribution firm founded in 2009 and headquartered in Bozeman, Montana. The company specializes in wholesaling fixed, indexed, and registered index-linked annuities from insurance carriers to financial professionals at banks, broker-dealers, credit unions, and registered investment advisers across the United States. WealthVest reaches scale through a nationwide external wholesaling team organized across five US regions, supported by internal sales, key account management, marketing, and operations staff. Its stated scale metrics include 901 established broker-dealer and bank partnerships, 73,000 financial professionals served, and $135B in cumulative annuity sales driven through its distribution network.
WealthVest's product portfolio centers on competitive annuity offerings sourced from carrier partners, including the WealthLock Income Builder, a fixed index annuity jointly launched with Aspida Life in May 2026 that provides guaranteed lifetime income with spousal protection and an enhanced nursing home multiplier, and a suite of Axonic Insurance products (Incline MYGA at 5.25% for 3 years and HighLine FIA PLUS with a 9% premium bonus rider on the 5-year plan) distributed via an April 2026 strategic partnership across 43 states and DC. The company layers proprietary digital tools (income planning tools, WealthVest University) on top of a Salesforce CRM sales platform and Concur-based expense administration. Content and thought leadership, anchored by Chief Investment Strategist Tim Pierotti's macro research and the Weekly Bull & Bear podcast, function as a top-of-funnel engagement channel with financial professionals.
WealthVest operates a B2B transaction-fee / commission revenue model, earning wholesale compensation on annuity placements with financial institutions; securities brokerage services are offered through an independent relationship with World Equity Group, Inc. (FINRA/SIPC member). Go-to-market is sales-led, with Regional Vice Presidents executing minimum monthly in-person meetings with advisors at financial institutions. Recent strategic activity, including the addition of Axonic Insurance and Aspida Life as carrier partners and the appointment of Kevin Beard as Chief Strategy Officer (October 2025) to expand the WealthVest Investment Services platform, signals continued product, channel, and capability expansion.
WealthVest firmographics
Firmographics- Name
- WealthVest
- Legal name
- WealthVest, LLC.
- Website
- https://wealthvest.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- WealthVest is an independently-owned financial services firm that distributes fixed, indexed, and registered index-linked annuities through a nationwide wholesale network, serving 73,000 financial professionals across 901 broker-dealer and bank partnerships.
- Ownership category
- akta.pro rank
WealthVest industry classification
Industry- Product category
- Annuity Distribution and Wholesaling
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where WealthVest is headquartered
LocationHeadquarters
- HQ city
- Bozeman
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
WealthVest business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Annuity Distribution and Wholesaling: WealthVest acts as a wholesaler and distributor of fixed, indexed, and registered index-linked annuities to financial institutions including banks and broker-dealers. The company earns commissions and fees through its wholesale team that introduces annuity products to financial professionals on behalf of insurance carriers. Securities brokerage services are offered through World Equity Group, Inc., a FINRA/SIPC member and Registered Investment Advisor.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Multi-year contract | Fixed index annuity with guaranteed lifetime income — illustrative example |
| Transaction based/ take rate | Multi-year contract | 3-year fixed annuity — competitive rate |
| Transaction based/ take rate | Multi-year contract | 5-year fixed indexed annuity with premium bonus rider |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels6 records
WealthVest product offering
Product offeringCore offering
WealthVest is a financial services marketing and distribution firm that wholesales annuity products (fixed, indexed, and registered index-linked annuities) to financial professionals at banks, broker-dealers, credit unions, and RIAs. The firm pairs product distribution with advisor training, coaching, marketing content, and income planning tools to help financial institutions grow their annuity and retirement income business. WealthVest also offers its own proprietary product line (WealthLock Income Builder) and distributes carrier partner products such as Axonic Insurance's Incline MYGA and HighLine FIA PLUS.
Product overview
WealthVest is a financial services marketing and distribution firm founded in 2009 that specializes in distributing low-risk annuity products (fixed, fixed indexed, and registered index-linked annuities) to banks and broker-dealers. The company operates through a network of 901 broker-dealer and bank partnerships serving 73,000 financial professionals and has driven $135B in annuity sales. Their product portfolio centers on annuity distribution services, including the WealthLock Income Builder (a fixed index annuity with guaranteed lifetime income features launched with Aspida Life) and Axonic Insurance annuity products (fixed and fixed indexed annuities including MYGA and FIA offerings). The company also provides complementary services including income planning tools, economic research from Chief Investment Strategist Tim Pierotti, advisor training, and the Weekly Bull & Bear podcast. Securities brokerage services are offered through World Equity Group, Inc. (FINRA/SIPC member).
Differentiator
Problem solved
Functional benefit
Products and services
- WealthLock Income Builder
- Axonic Insurance Annuity Products (Incline MYGA and HighLine FIA PLUS)
- Annuity Distribution and Wholesaling Services
- WealthVest Investment Services
- Advisor Training and Coaching Programs
Quantifiable outcome
- WealthVest has driven $135B in annuity sales through its leadership and distribution network, with 901 established partnerships with broker-dealers and banks serving 73,000 financial professionals.
- +2 more outcomes
Companies that use WealthVest
Customer profileNamed customers5 records
Segments5 records
Ideal customer profiles3 records
WealthVest technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
WealthVest partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Aspida Life Insurance CompanycoreAspida Life Insurance Company and WealthVest jointly launched the WealthLock Income Builder, a fixed index annuity designed to provide guaranteed lifetime income for pre-retirees and retirees. The product includes spousal protection and an enhanced nursing home multiplier. The partnership targets financial advisors working with Aspida Life to help clients address income gaps in retirement. Example: $250,000 premium at age 57 could generate $35,445 in annual income starting at age 67.
- Axonic InsurancecoreWealthVest announced a strategic distribution partnership with Axonic Insurance to offer a suite of annuity products—including fixed and fixed indexed annuities—to financial professionals at banks, broker-dealers, credit unions, and registered investment advisers across the United States. The annuities are issued by AmFirst Insurance Company (A-rated by AM Best) and include the Incline MYGA (5.25% guaranteed for 3 years) and the HighLine FIA PLUS (9% premium bonus rider on the 5-year plan), available in 43 states and the District of Columbia. Axonic Insurance is backed by Axonic Capital ($8 billion AUM) and was launched in 2024. The partnership leverages WealthVest's wholesaling network across five US regions.
- World Equity Group, Inc.coreWealthVest partners with World Equity Group, Inc., a FINRA/SIPC member broker-dealer and Registered Investment Advisor headquartered in Schaumburg, IL. Securities brokerage services are offered through World Equity Group. WealthVest, LLC is neither owned nor controlled by World Equity Group, Inc. — the two are independent companies.
Scale indicators5 records
Recent moves5 records
Expansion highlights6 records
WealthVest competitors and assessment
Company assessmentDirect peers
- Security Benefit: Security Benefit is a direct peer: an insurance and annuity provider that distributes fixed, indexed, and RILA annuities to banks, broker-dealers, and RIAs through its own wholesaling force, mirroring WealthVest's core go-to-market with carrier-backed products.
- Jackson National Life (Jackson Financial): Jackson is a direct peer and one of the largest US annuity wholesalers, distributing fixed, fixed indexed, and RILA annuities through banks, broker-dealers, and RIAs via a large external wholesaling network; competes for the same shelf space WealthVest targets.
- Lincoln Financial Group: Lincoln Financial is a direct peer: a major annuity distributor with a large wholesaling force selling fixed, indexed, and variable annuities through broker-dealers and banks, directly contesting WealthVest at the institutional shelf level.
- Nationwide Financial: Nationwide Financial is a direct peer, distributing fixed and indexed annuities to banks, broker-dealers, and financial professionals nationwide via its own wholesaling organization, and competing with WealthVest for bank and B-D shelf access.
- Equitable: Equitable (formerly AXA Equitable) is a direct peer, distributing fixed and indexed annuities through broker-dealers and banks with an established external wholesaling force targeting retirement income producers, directly comparable to WealthVest's model.
- Corebridge Financial: Corebridge Financial (formerly AIG Life & Retirement) is a direct peer, one of the largest US annuity wholesalers serving broker-dealers, banks, and RIAs with fixed and indexed products, directly contesting WealthVest's distribution channels.
- Brighthouse Financial: Brighthouse Financial is a direct peer, distributing fixed, indexed, and variable annuities through broker-dealers and financial institutions with a national wholesaling team, comparable to WealthVest's go-to-market and product mix.
- Athene (Apollo): Athene, the retirement-services platform of Apollo, is a direct peer: a top fixed and fixed indexed annuity wholesaler distributing through banks, broker-dealers, and RIAs, competing with WealthVest for institutional shelf space and advisor relationships.
- F&G (Fidelity & Guaranty Life): F&G is a direct peer, distributing fixed, indexed, and RILA annuities through financial institutions, broker-dealers, and RIAs via its wholesaling organization, closely aligned with WealthVest's distribution model and target buyer.
Broad incumbents
- Atria Wealth Solutions: Atria Wealth Solutions is a broad incumbent: a parent organization for multiple independent broker-dealer and wealth management firms, with retirement income and annuity distribution across its networks. Comparable to WealthVest at the channel/aggregation level; Kevin Beard was a founding partner of Atria.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
WealthVest social profiles
Digital presenceWealthVest financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthVest leadership team
Management profileNumber of profiles
Profiles4 records
WealthVest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthVest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthVest
What does WealthVest do?
WealthVest is a financial services marketing and distribution firm that wholesales annuity products (fixed, indexed, and registered index-linked annuities) to financial professionals at banks, broker-dealers, credit unions, and RIAs. The firm pairs product distribution with advisor training, coaching, marketing content, and income planning tools to help financial institutions grow their annuity and retirement income business. WealthVest also offers its own proprietary product line (WealthLock Income Builder) and distributes carrier partner products such as Axonic Insurance's Incline MYGA and HighLine FIA PLUS.
Is WealthVest a public or private company?
WealthVest is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was WealthVest founded?
WealthVest was founded in 2009. It employs 1 to 10 people.
Where is WealthVest based?
WealthVest is headquartered in Bozeman, United States, in the North America region.
How does WealthVest make money?
One revenue line is on record: annuity Distribution and Wholesaling.
Who are WealthVest's main competitors?
Direct peers on record are Security Benefit, Jackson National Life (Jackson Financial), Lincoln Financial Group, Nationwide Financial, Equitable, Corebridge Financial, Brighthouse Financial, Athene (Apollo) and F&G (Fidelity & Guaranty Life). Atria Wealth Solutions is listed as a broad incumbent.
Does WealthVest have an API?
No public API is recorded for WealthVest.
What industry is WealthVest in?
WealthVest's product category is Annuity Distribution and Wholesaling. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.