What Gpw & Associates does

GPW and Associates, Inc. is a privately held professional services firm headquartered in Phoenix, Arizona, founded in September 1998 when senior associates purchased the Phoenix Risk and Insurance Services Practice from Watson Wyatt & Company. The firm specializes in captive and reinsurance management, actuarial services, tax compliance, and insurance company formation, with actuarial work conducted through its wholly owned subsidiary GPW Actuarial Services, Inc. (GPWAS). Its core offerings are organized across three pillars: F&I Reinsurance (producer-driven reinsurance programs for automobile dealers and banks), Captive Insurance (formation and ongoing management of single-parent, association/group, and cell captives for mid-size and large corporations), and Actuarial Services (pricing, reserving, benchmarking, and Statements of Actuarial Opinion across F&I, captive, and self-insured exposures).

GPW serves more than 4,000 clients including automobile dealers, banks, finance companies, insurance companies, RRGs, MGUs, administrators, and mid-to-large corporations across manufacturing, transportation, construction, and healthcare. The firm differentiates itself through a 'one-stop' integrated model combining management, accounting, tax compliance, and actuarial expertise under one roof, delivered by credentialed Casualty and Life Actuaries, CPAs, and Associates of Captive Insurance. It consults with the IRS and trade organizations on regulatory developments and is recognized as the industry leader working with more manufacturers and administrators than any other management firm in the space.

Revenue is generated through professional services fees tied to formation, ongoing management, actuarial opinions, and tax compliance work; pricing is quote-based and engagement-specific. Distribution is direct, consultative B2B sales with no digital marketplace or self-service channels, supplemented by industry conferences (e.g., Reinsurance Symposium, Agent Summit), published content, and select channel partnerships (Dealer Risk Services, Beyond Health). Marketing-led motion has been professionalized since 2022 with the addition of a senior business development and marketing leader; a Specialty Captives Division was launched in 2024 with senior lateral talent poached from Aon, signaling an offensive expansion beyond the legacy F&I core.

Name

Gpw & Associates

Legal name

GPW and Associates, Inc.

Website

https://gpwa.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

101–250 employees

Short description

GPW & Associates is a Phoenix-based professional services firm providing captive and reinsurance management, actuarial, and tax compliance services to more than 4,000 clients in the F&I, banking, and corporate insurance sectors.

Ownership category

akta.pro rank

Headquarters

HQ city

Phoenix

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. Management Services Revenue: GPW generates revenue through comprehensive management, accounting, tax compliance, and actuarial services for captive and reinsurance programs. Services are tailored to clients' needs with turn-key management services from formation through operations and company wind-up.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

GPW & Associates is a professional services firm that provides captive insurance management, F&I reinsurance program management, actuarial services, and tax compliance/accounting services to automobile dealers, banks, finance companies, insurance companies, and corporations. The firm delivers turn-key services spanning formation, ongoing management, financial statement and tax return preparation, regulatory filings, and actuarial pricing/reserving for captive and reinsurance programs.

Product overview

GPW & Associates is a professional services firm offering a unified suite of risk management solutions centered on F&I reinsurance, captive insurance, and actuarial services. The core offering comprises F&I Reinsurance management and accounting services, Captive Insurance solutions, and Actuarial Services, supported by Management Services, Formation Services, and Tax Services modules. The Actuarial practice operates as a distinct sub-brand (GPW Actuarial Services, Inc.) offering specialized F&I, Captive, and Self-Insured actuarial services. GPW serves more than 4,000 clients including automobile dealers, banks, and finance companies with a "one-stop" integrated approach combining accounting, tax compliance, and actuarial expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• F&I Reinsurance

Quantifiable outcome

• Serves more than 4,000+ clients
• +1 more outcomes

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• Dealer Risk Services (DRS)minorStrategic or Co-development PartnerDealer Risk Services (DRS) provides a unique approach to insurance for the automotive industry. DRS works with dealer principals throughout the country to develop insurance solutions specific to their needs. With 50 years of insurance expertise, DRS provides creative solutions for single point placement or creation of captives for multiple point Dealer Groups.
• Beyond HealthminorStrategic or Co-development PartnerBeyond Health offers businesses creative solutions for small, mid-sized and large employers designed to maximize employee benefits, reduce overall cost of healthcare, and increase cash flow through lower fixed costs. The captive program provides an opportunity to gain control over healthcare spending using integration of innovative turnkey solutions aimed at lowering cost of claims.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Alliant Insurance Services: Alliant is a specialty insurance brokerage offering captive management and alternative risk transfer solutions. It competes for similar mid-to-large corporate clients seeking captive structures and actuarial support.
• Arthur J. Gallagher & Co. Gallagher is a major global insurance brokerage and risk management services firm that operates a captive insurance management practice. It competes with GPW for mid-to-large corporate captive formation and management engagements.
• Marsh (Captive Solutions): Marsh's Captive Solutions practice offers captive formation, management, and consulting for mid-to-large corporations globally. It is a direct competitor for the same Fortune 500 and large corporate captive clients that GPW's Specialty Captives Division targets.
• WTW (Willis Towers Watson): WTW is the successor entity to Watson Wyatt & Company, from which GPW's founding senior associates spun out the Phoenix Risk and Insurance Services Practice in 1998. WTW continues to offer captive and insurance management consulting services globally, sharing GPW's actuarial and risk consulting DNA.
• Aon (Captive & Insurance Management): Aon's Captive & Insurance Management practice is the largest global captive manager. GPW hired Bill Mourelatos from Aon in 2024 to launch a Specialty Captives Division, directly reflecting overlap in target clients (Fortune 500 corporations seeking captive formation and management).
• Deloitte (Captive Insurance Services): Deloitte's Insurance and Actuarial Consulting practice advises large corporate clients on captive formation, tax structuring, and regulatory compliance, competing with GPW for Fortune 500 captive engagements where the Specialty Captives Division is positioned.

Direct peers

• RPS (Risk Placement Services): RPS is a wholesale insurance broker and specialty risk manager offering captive formation and management for niche industries. It shares GPW's producer-driven and specialty risk focus, particularly for F&I-adjacent and credit-related insurance programs.
• Beecher Carlson: Beecher Carlson provides specialized insurance and risk management services including captive management for mid-market and large clients. Its focus on tailored risk solutions and actuarial-adjacent services makes it a close comparable to GPW's mid-market captive focus.
• Cohn Reznick (Captive Insurance Services): Cohn Reznick's Insurance Services practice provides audit, tax, and consulting to captive insurance companies, directly overlapping with GPW's tax compliance, 831(b) advisory, and captive management services.
• Buchanan & Edwards (Captive Practice): Several boutique actuarial and captive consulting firms (e.g., Tindall Oliver, Marsh Captive Solutions regional practices) compete in the F&I reinsurance and small captive space alongside GPW, sharing the same dealer/producer-driven client base and 831(b) election expertise.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/gpw-and-associates-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Subsidiaries1 record

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 Gpw & Associates