WealthVest

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.

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

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

• Annuity distribution
• Annuity wholesaling
• Financial services marketing
• Retirement income products
• Advisor training

Headquarters

HQ city

Bozeman

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. 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

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core 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

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Aspida Life Insurance CompanycoreChannel Partner/ Reseller/ Distributor · 11 May 2026Aspida 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 InsurancecoreChannel Partner/ Reseller/ Distributor · 23 April 2026WealthVest 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.coreChannel Partner/ Reseller/ DistributorWealthVest 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

Direct 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

• Xx.com/wealthvest
• Facebookfacebook.com/wealthvest
• LinkedInlinkedin.com/company/wealthvest-marketing_2

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WealthVest