CSI Financial Group
CSI Financial Group is a Phoenix-based B2B platform that partners with U.S. financial advisors, providing proprietary tax and estate planning frameworks, back-office support, and access to 30+ insurance carriers in exchange for commission-based product placement.
- Company typePrivate
- Founded2014
- HeadquartersPhoenix, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CSI Financial Group does
CSI Financial Group is a Phoenix-based B2B insurance and financial services distribution platform that partners with independent financial advisors and insurance professionals across the United States, providing them with proprietary planning tools, back-office support, and access to more than 30 insurance carriers. The firm was founded in 2014 and is backed by private equity firm TA Associates, generating revenue primarily through insurance product commissions on life insurance, annuities, long-term care, hybrid long-term care, and disability policies placed by advisor partners through carrier relationships that include Allianz Life, Lincoln Financial, Nationwide, Pacific Life, Protective Life, John Hancock, Athene, MassMutual Ascend, Transamerica, and others.
The company's core offering combines proprietary tax and estate planning frameworks (QPRt, CRT (Charitable Remainder Trust), TORCA, and Tax Mitigation) with operational services such as case design, illustrations, underwriting support, policy reviews, client consultations, inforce administration, and marketing support. CSI's team includes specialists who manage jumbo life insurance cases ranging from $65 million to $450 million in face value, with medical underwriting expertise integrated into the case management workflow, and strategic partners in tax planning (Tactical Tax / StepTax, Tax Goddess) and business insurance (Gallagher) extending the platform's capabilities beyond standard product distribution.
The business model is commission-based on a per-transaction basis, with pricing not publicly disclosed and quote-based B2B partnership arrangements. Following a 2024 acquisition of fintech firm Velocity Solutions and a 2025 leadership transition in which Andrew Victor assumed the presidency, the company has signaled an intent to layer technology-enabled capabilities onto the traditional advisor support model and to refocus the business around advisory practice growth.
CSI Financial Group firmographics
Firmographics- Name
- CSI Financial Group
- Legal name
- CSI Financial Group
- Website
- https://csifg.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CSI Financial Group is a Phoenix-based B2B platform that partners with U.S. financial advisors, providing proprietary tax and estate planning frameworks, back-office support, and access to 30+ insurance carriers in exchange for commission-based product placement.
- Ownership category
- akta.pro rank
CSI Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)
- akta.pro secondary industries
- Fee-Only Advisory (FSAEAAAL), Independent Broker-Dealers (Retail Network) (FSAAAAAC)
Keywords
Where CSI Financial Group is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CSI Financial Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Insurance Product Commissions: CSI Financial Group earns commissions from insurance carriers for life insurance, annuities, long-term care, and disability products sold through their advisor network. Revenue is generated on a per-transaction basis when advisors place business with CSI's carrier partners.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
CSI Financial Group product offering
Product offeringCore offering
CSI Financial Group partners with independent financial advisors and insurance professionals, providing them with proprietary planning strategies (QPRt, CRT, TORCA, Tax Mitigation), back-office support, and access to insurance products from 30+ carrier partners. The company earns commissions on life insurance, annuities, long-term care, and disability products placed through its advisor network, while also offering case design, underwriting, illustrations, and marketing support services.
Product overview
CSI Financial Group operates as a financial services advisory firm providing a comprehensive platform of services for financial advisors. The core offering includes proprietary solutions (QPRt, CRT, TORCA, Tax Mitigation) combined with advisor services (Case Design, Illustrations, Case Management, Policy Reviews, Underwriting Support, Marketing Support). The company facilitates access to insurance products including Whole Life, Universal Life, Term Life, Annuities, Long-Term Care, Hybrid Long-Term Care, and Disability insurance. Advisory strategies encompass Wealth Management, Retirement Planning, Estate Planning, Asset Preservation, Risk Mitigation, Business Planning, Executive Benefits, and Premium Finance. CSI partners with financial advisors nationwide, providing back-office support and carrier relationships to help advisors serve high-net-worth clients.
Differentiator
Problem solved
Functional benefit
Products and services
- QPRt
- CRT (Charitable Remainder Trust)
- TORCA
- Tax Mitigation Services
- Case Design Services
- Underwriting Support
- Marketing Support
- Insurance Product Distribution
Companies that use CSI Financial Group
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles1 record
CSI Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
CSI Financial Group partnerships and signals
Strategic signalPartnerships
34 partnerships are on record, tiered acquisition_target, core and minor.
- Velocity Solutionsacquisition_targetVelocity Solutions is a fintech firm acquired by CSI Financial Group in September 2024. The acquisition emphasizes CSI's strategic growth in the fintech sector.
- Synergistic Partners (Jon and Rebecca)coreJon and Rebecca provide engaging learning experiences designed to help advisors grow their business through training and client seminars. They offer ongoing support and mentorship backed by real-life experience. As a valued CSI partner, they are dedicated to helping advisors grow through their commitment and personalized process.
- Tactical Tax / StepTaxcoreCSI partners with Tactical Tax to provide clients with a strong defensive retirement tax strategy. Their expert team works to protect income, offer peace of mind, and support achievement of long-term wealth goals. Their personalized approach focused on safeguarding, extending, and growing clients' wealth sets them apart.
- Tax Goddess (Shauna A. Wekherlien, CPA)coreShauna A. Wekherlien, CPA, MTax, CTC, CTS partners with CSI to deliver Strategic Tax Coaching for clients. She works exclusively with accredited investors, helping them reduce tax liability to the legal minimum so they can retain more of their hard-earned money.
- Gallagher Insurance (Arthur J. Gallagher)minorGallagher Insurance delivers comprehensive global business and personal insurance solutions. Dave Binsfeld, CIC, ARM, CAP helps businesses, nonprofits, and professionals manage risk through customized coverage options including property, liability, cybersecurity, auto, and workers' compensation.
- Allianz LifecoreInsurance carrier partner providing life insurance and annuity products through CSI's advisor network.
- American EquitycoreInsurance carrier partner providing annuity products through CSI's advisor network.
- American NationalcoreInsurance carrier partner providing life and annuity products through CSI's advisor network.
- AthenecoreInsurance carrier partner providing annuity products through CSI's advisor network.
- John HancockcoreInsurance carrier partner providing life insurance and investment products through CSI's advisor network.
- Lincoln FinancialcoreInsurance carrier partner providing life insurance, annuities, and retirement solutions through CSI's advisor network.
- MassMutual AscendcoreInsurance carrier partner providing annuity products through CSI's advisor network.
- Nationwide FinancialcoreInsurance carrier partner providing life insurance, annuities, and retirement solutions through CSI's advisor network.
- Pacific LifecoreInsurance carrier partner providing life insurance and annuity products through CSI's advisor network.
- Protective LifecoreInsurance carrier partner providing life insurance products through CSI's advisor network.
- TransamericacoreInsurance carrier partner providing life insurance, annuities, and retirement solutions through CSI's advisor network.
- Mutual of OmahacoreInsurance carrier partner providing life insurance and health products through CSI's advisor network.
- North American CompanycoreInsurance carrier partner providing life insurance products through CSI's advisor network.
- SagicorminorInsurance carrier partner providing life insurance products through CSI's advisor network.
- StandardminorInsurance carrier partner providing life and disability insurance products through CSI's advisor network.
- SymetraminorInsurance carrier partner providing life and annuity products through CSI's advisor network.
- United LifeminorInsurance carrier partner providing life insurance products through CSI's advisor network.
- OneAmericacoreInsurance carrier partner providing life insurance and retirement products through CSI's advisor network.
- National LifecoreInsurance carrier partner providing life insurance and annuity products through CSI's advisor network.
- Oceanview LifeminorInsurance carrier partner providing life insurance products through CSI's advisor network.
- Legacy NetminorInsurance carrier partner providing products through CSI's advisor network.
- SecuriancoreInsurance carrier partner providing life insurance and retirement products through CSI's advisor network.
- LG AmericaminorInsurance carrier partner providing products through CSI's advisor network.
- Clear Spring LifeminorInsurance carrier partner providing life insurance products through CSI's advisor network.
- EquitrustminorInsurance carrier partner providing annuity products through CSI's advisor network.
- Foresters (Ibexis)minorInsurance carrier partner providing life insurance products through CSI's advisor network.
- Gerber LifeminorInsurance carrier partner providing life insurance products through CSI's advisor network.
- Augusta FinancialminorInsurance carrier partner providing products through CSI's advisor network.
- National Farmers Union LifeminorInsurance carrier partner providing life insurance products through CSI's advisor network.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
CSI Financial Group competitors and assessment
Company assessmentDirect peers
- AmeriLife: Large U.S. Insurance Marketing Organization (IMO) that distributes life, annuity, health, and retirement products through a national network of agents and advisors. Highly comparable to CSI's carrier-shelf and back-office support model, though at significantly larger scale.
- Integrity Marketing Group: Leading distributor of life, health, and annuity products and a major acquirer of IMOs and FMOs. Directly comparable to CSI as a PE-backed (TA Associates-style) insurance intermediary acquiring advisor support and technology assets to build a tech-enabled distribution platform.
- DPL Financial Partners: Insurance marketing organization focused on fee-based annuities and insurance products for financial advisors. Comparable to CSI in distributing insurance through independent advisors with a focus on retirement and legacy planning solutions.
- Highland Capital Brokerage: Distributor of life insurance, annuities, and long-term care solutions to financial advisors, with a strong specialty in jumbo and complex cases. Closely aligned with CSI's focus on HNW case design and advanced planning strategies.
- LifeMark Partners (now part of Integrity): IMO focused on life insurance, annuities, and long-term care distribution to independent advisors. Comparable to CSI in serving independent producers with a broad carrier shelf and back-office support services.
- Futurity First Insurance Group: Insurance Marketing Organization providing life, annuity, disability, and LTC products to financial advisors with case design and advanced planning support. Closely mirrors CSI's advisor-services-plus-carrier-shelf offering.
- IKONIC (formerly Brokers International): Annuity and life insurance marketing organization serving financial advisors with carrier access, case design, and back-office services. Comparable in size and go-to-market to CSI as a mid-market IMO.
Broad incumbents
- AssetMark: Large wealth management platform serving independent financial advisors with technology, practice management, and product access. Comparable to CSI in enabling advisor productivity, but at a much broader scale and with an investment focus rather than insurance distribution.
- Dynasty Financial Partners: Provider of integrated technology, investment, and business-building solutions to independent financial advisors. Comparable to CSI in serving advisor practices with non-carrier support services, but with a wealth management rather than insurance orientation.
- World Financial Group (Transamerica): Large financial services marketing organization affiliated with Transamerica, distributing insurance and investment products to independent representatives. Comparable in the IMO/distribution layer to CSI but with a captive, career-agent orientation.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
CSI Financial Group social profiles
Digital presenceCSI Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
CSI Financial Group leadership team
Management profileNumber of profiles
Profiles7 records
CSI Financial Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
CSI Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CSI Financial Group 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 CSI Financial Group
What does CSI Financial Group do?
CSI Financial Group partners with independent financial advisors and insurance professionals, providing them with proprietary planning strategies (QPRt, CRT, TORCA, Tax Mitigation), back-office support, and access to insurance products from 30+ carrier partners. The company earns commissions on life insurance, annuities, long-term care, and disability products placed through its advisor network, while also offering case design, underwriting, illustrations, and marketing support services.
Is CSI Financial Group a public or private company?
CSI Financial Group is a private company. It is classified as private equity controlled and is currently operating.
When was CSI Financial Group founded?
CSI Financial Group was founded in 2014. It employs 11 to 50 people.
Where is CSI Financial Group based?
CSI Financial Group is headquartered in Phoenix, United States, in the North America region.
How does CSI Financial Group make money?
One revenue line is on record: insurance Product Commissions.
Who are CSI Financial Group's main competitors?
Direct peers on record are AmeriLife, Integrity Marketing Group, DPL Financial Partners, Highland Capital Brokerage, LifeMark Partners (now part of Integrity), Futurity First Insurance Group and IKONIC (formerly Brokers International). Broad incumbents are AssetMark, Dynasty Financial Partners and World Financial Group (Transamerica).
Does CSI Financial Group have an API?
No public API is recorded for CSI Financial Group.
What industry is CSI Financial Group in?
CSI Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEACAG, Independent Broker-Dealer / Registered Representative Networks, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 5242 and its SIC code is 6411.