Finseca

What Finseca does

Finseca is a U.S.-based nonprofit professional membership association headquartered in Washington, D.C., serving financial security professionals — including financial advisors, insurance agents, brokers, and agency leaders who deliver holistic financial planning using life insurance, annuities, and investments. The organization was formed in 2019 through the merger of AALU (Association for Advanced Life Underwriting) and GAMA International, and has since absorbed eight additional predecessor organizations, most recently the International Association of Qualified Financial Planners (IAQFP) in February 2026, making it the consolidated industry body for the profession with 13,000+ members.

The organization operates a multi-product service platform rather than a single software product. Core offerings include a Resource Library of policy and regulatory content, the Finseca Learning Center (a LearnUpon-hosted self-paced education platform), monthly Finseca Policy LIVE briefings, a video content series (CEO Corner, Finseca Conversations, Conversations That Close), and the Finseca Flash newsletter. It also produces four major annual events (NAILBA Annual Meeting, Forum Annual Meeting, Advanced Markets Conference, and LAMP), administers industry recognition programs (Management Hall of Fame, First In Class, Master Agency, Peter W. Mullin Visionary Leadership Award), and operates the public QFP Registry for verifying qualified financial planners.

Finseca is a member-driven nonprofit funded primarily through annual membership dues on a subscription/recurring basis, supplemented by event registration, sponsorships, and certification fees. Pricing is not publicly disclosed. Its go-to-market is community-led, acquiring members through advocacy, events, leadership programs, and professional development resources, with a D.C.-based federal and state lobbying operation as a core member value proposition. The organization is governed by an elected Board of Directors under CEO Marc Cadin, with no private equity, venture, or parent company ownership.

Name

Finseca

Legal name

Finseca

Website

https://finseca.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

101–250 employees

Short description

Finseca is a U.S. nonprofit professional membership association headquartered in Washington, D.C., serving 13,000+ financial security professionals (advisors, insurance agents, brokers) with advocacy, education, events, credentialing (QFP designation), and a public registry of qualified financial planners.

Ownership category

akta.pro rank

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Membership Dues: Finseca generates revenue through membership dues from financial security professionals. Membership provides access to advocacy representation, educational resources, professional development programs, networking events, and industry leadership awards. The organization operates as a member-driven organization serving the financial security profession.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels7 records

Core offering

Finseca is a nonprofit professional membership association serving financial security professionals including financial advisors, insurance agents, and agency leaders. It delivers value through federal and state policy advocacy, an online learning center, a searchable resource library, video content, networking communities, leadership awards programs, and major industry events. The organization also maintains the Qualified Financial Planner (QFP) public verification registry acquired through its merger with IAQFP.

Product overview

Finseca is a professional membership association for financial security professionals, offering a unified platform of programs and services rather than a single software product. The core offerings include the Resource Library (searchable content on policy, regulation, and industry topics), the Finseca Learning Center (self-paced online courses), Video Series (including Conversations That Close), and Finseca Policy LIVE (monthly regulatory briefings). The organization also hosts major events including NAILBA Annual Meeting, Forum Annual Meeting, LAMP, and Advanced Markets Conference. Through its merger with IAQFP, Finseca maintains the QFP (Qualified Financial Planner) designation and public verification registry. Additional services include advocacy resources on DOL fiduciary rules, leadership awards programs, and member governance standards.

Differentiator

Problem solved

Functional benefit

Products and services

• Resource Library
• Finseca Learning Center
• Video Series
• Finseca Policy LIVE
• Conversations That Close
• DOL Resources
• NAILBA Annual Meeting
• Forum Annual Meeting
• LAMP (Leaders and Managers Program)
• Advanced Markets Conference
• QFP Registry
• Member Code of Conduct

Quantifiable outcome

• The merger with IAQFP aims to expand the QFP designation to more professionals and strengthen the public registry for verified qualified planners.
• +1 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and strategic.

• NAIFA (National Association of Insurance and Financial Advisors)coreStrategic or Co-development Partner · 19 May 2026Finseca and NAIFA held a Joint Day on the Hill for the first time, presenting a unified profession message to Capitol Hill. Both organizations share the mission of ensuring Americans have access to financial security professionals. The partnership maximizes collective presence on Capitol Hill for advocacy.
• International Association of Qualified Financial Planners (IAQFP)coreStrategic or Co-development Partner · 4 February 2026Finseca announced a merger with IAQFP to unify the financial planning profession. The combined organization preserves and expands the Qualified Financial Planner (QFP) designation while maintaining the public QFP Registry for verifying qualified financial planners. The merger represents Finseca's ninth integration of professional organizations within the financial services field.
• American Council of Life Insurers (ACLI)coreStrategic or Co-development Partner · 24 May 2024Finseca joined ACLI, NAIFA, NAIFA-Texas, NAIFA-Dallas, NAIFA-Fort Worth, NAIFA-POET, Insured Retirement Institute (IRI), and National Association for Fixed Annuities (NAFA) to file a legal challenge to the DOL's fiduciary-only regulation.
• National Association for Fixed Annuities (NAFA)coreStrategic or Co-development Partner · 24 May 2024Part of the coalition that filed legal challenge to DOL's fiduciary-only regulation, working alongside ACLI, NAIFA, IRI, and Finseca to protect access to financial advice.
• Insured Retirement Institute (IRI)coreStrategic or Co-development Partner · 24 May 2024Part of the coalition filing legal challenge to DOL's fiduciary-only regulation, working to protect retirement savers' access to professional financial guidance.
• GAMA GlobalcoreStrategic or Co-development PartnerBonnie Godsman serves as CEO of GAMA Global while also serving as President of Finseca. GAMA Global was brought into the Finseca organization through earlier integration efforts.
• Financial Services Institute (FSI)strategicStrategic or Co-development PartnerFinseca applauded FSI's success in obtaining a no-action letter from the SEC supporting ensemble payments for firms, after a decade of advocacy. This regulatory milestone benefits financial security professionals.
• NAILBAcoreStrategic or Co-development PartnerNAILBA (National Association of Independent Life Brokerage Agencies) was integrated into Finseca, representing independent distribution's most courageous innovators and visionaries in insurance.
• Forum 400coreStrategic or Co-development PartnerForum 400, an elite life insurance producer group, was brought on board Finseca as part of the organization's strategy to represent the entire financial security profession.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Financial Services Institute (FSI): FSI advocates for independent financial advisors and broker-dealer firms, including regulatory engagement that overlaps with Finseca's mission (the ensemble-payments no-action letter was an FSI win that Finseca backed). Strong peer on the financial-advisor advocacy side.
• NAIFA (National Association of Insurance and Financial Advisors): The most direct peer; NAIFA serves the same financial security/insurance professional constituency with advocacy, education, and member benefits. Finseca and NAIFA even held a Joint Day on the Hill in 2026, reflecting near-identical scope and overlapping value propositions.
• Financial Planning Association (FPA): FPA serves financial planners with advocacy, education, and membership benefits, overlapping with Finseca's holistic-planning mission. FPA centers more on CFP-designated planners while Finseca spans insurance and annuity professionals.
• National Association for Fixed Annuities (NAFA): NAFA represents fixed-annuity producers and the fixed-annuity industry, and was co-litigant against the DOL fiduciary rule alongside Finseca. Member base and product focus overlap substantially with Finseca's.
• Insured Retirement Institute (IRI): IRI represents retirement-focused financial services firms and professionals in annuities and income protection. It directly competed/coordinated with Finseca on the DOL fiduciary litigation and serves similar advisor membership and policy advocacy.

Others

• National Association of Insurance Commissioners (NAIC): NAIC is a regulatory body rather than a trade association, but Finseca's state-affairs team engages NAIC directly. It is comparable in that it shapes the rules under which Finseca's members operate.
• GAMA International / GAMA Global: GAMA was a founding member of Finseca (merged in 2019) and still operates under Finseca's umbrella with overlapping leadership. Useful as a wholly-internal peer reference for Finseca's field-management and leadership-development content.

Broad incumbents

• American Council of Life Insurers (ACLI): ACLI is the broad-incumbent trade association for life insurers, led at the carrier level rather than the producer level. Finseca and ACLI jointly filed the DOL fiduciary challenge, and ACLI serves overlapping advocacy and policy interests across the financial security profession.
• LIMRA (now LIMRA and LL Global): LIMRA is the broad-incumbent research and trade organization for the insurance and financial services industry, providing research, compliance, and executive education. It overlaps Finseca's industry-research and professional-development offerings at a carrier level.
• CFP Board (Certified Financial Planner Board of Standards): CFP Board sets and enforces standards for the CFP certification, which directly relates to Finseca's QFP designation. Both organizations touch consumer verification of qualified planners and professional standards within financial planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/Finseca
• YouTubeyoutube.com/channel/UCsBbz7EiaAmBNprp5lvXlDw?view_as=subscriber
• LinkedInlinkedin.com/company/finseca
• Instagraminstagram.com/wearefinseca
• Facebookfacebook.com/WeAreFinseca

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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

M&A1 record

Investments

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

Frequently asked questions about Finseca