Beyond Risk
Beyond Risk Management is a Phoenix-based private holding company that aggregates specialized alternative risk management subsidiaries offering captive insurance, MGA programs, stop-loss, actuarial, and reinsurance services to U.S. middle-market and SMB clients via broker and agent distribution.
- Company typePrivate
- Founded2020
- HeadquartersPhoenix, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Beyond Risk does
Beyond Risk Management, Inc. is a Phoenix-based private holding company that aggregates specialized alternative risk management businesses serving middle-market and small-to-medium businesses across the United States. The company was formed to become a comprehensive independent alternative risk platform and operates through six wholly-owned operating subsidiaries and one Bermuda-based reinsurer: BevCap Management LLC (Property and Casualty and Employee Benefits captives, including the BevCap Beer Captive and Sharefield heterogeneous group captive), Origin Specialty Underwriters (MGA programs such as Hospitality Guard and SitePrep), GPW and Associates (captive management, consulting, and actuarial services for F&I, captives, and self-insured entities), Beyond Health Partners (stop-loss, captive, and cost-containment strategies consolidated in April 2026 and overseeing more than $175 million in gross written stop-loss premium), Eirion Risk Underwriters (surplus lines property underwriting), Agricultural Insurance Management Services (farm insurance across more than 30 states), and Ascent Re (Bermuda-based collateralized reinsurer).
The company's core offering is end-to-end alternative risk solutions spanning Employee Benefits, Property and Casualty, and Actuarial services, delivered through a broker-and-agent-led distribution model. Underlying technology is described as a data-driven risk management approach using advanced data analytics to identify claims drivers, support plan design, and provide pricing transparency across captive structures and self-funded health programs. Products are tailored to specific industry niches including beverage distribution, hospitality and food service, excavation and construction, agriculture, automotive F&I, and general middle-market employers.
Beyond Risk generates revenue through managed-services fees on captive insurance structures (single parent, group, protective cell, risk retention groups), MGA program administration, recurring stop-loss premium administration and captive management at Beyond Health Partners, professional actuarial services through GPW, and reinsurance arrangements including F&I reinsurance programs (PARC and DOWC). Pricing is quote-based and tailored to each client's industry, risk exposure, and coverage needs, distributed via direct sales to end clients in partnership with insurance brokers and agents. The CEO is Blake Wakefield, and the operating portfolio reflects founders and operators who previously built and sold specialty insurance and MGA businesses (e.g., Cannasure sold to One80 Intermediaries; SLG acquired by QBE North America).
Beyond Risk firmographics
Firmographics- Name
- Beyond Risk
- Legal name
- Beyond Risk Management, Inc.
- Website
- https://beyondrisk.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Beyond Risk Management is a Phoenix-based private holding company that aggregates specialized alternative risk management subsidiaries offering captive insurance, MGA programs, stop-loss, actuarial, and reinsurance services to U.S. middle-market and SMB clients via broker and agent distribution.
- Ownership category
- akta.pro rank
Beyond Risk industry classification
Industry- Product category
- Alternative Risk Management and Insurance Services
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG)
- akta.pro secondary industry
- Insurance Due Diligence & Transaction Risk Advisory (M&A, W&I) (FSAEADAM)
Keywords
Where Beyond Risk is headquartered
LocationHeadquarters
- HQ city
- Phoenix
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Beyond Risk business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Captive Insurance Management: Fees for managing captive insurance structures including single parent captives, group captives, and protective cell captives for various industries.
- Stop-Loss Premium Administration: Overseeing gross written stop-loss premium through Beyond Health Partners platform, serving brokers and mid-market employers with health benefits funding.
- MGA Program Administration: Managing exclusive insurance programs including Hospitality Guard and SitePrep excavation programs through Origin Specialty Underwriters.
- Actuarial Services: Pricing, reserving, benchmarking, and product development services for insurance companies, captives, public entities, and corporations through GPW.
- Auto Reinsurance Programs: PARC and DOWC programs for automobile dealerships and financial institutions to reinsure F&I products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom Enterprise Risk Solutions |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
Beyond Risk product offering
Product offeringCore offering
Beyond Risk provides end-to-end alternative risk management solutions combining Property & Casualty management, Employee Benefits, and Captive Management. The firm serves middle-market and SMB clients through a portfolio of specialized subsidiaries offering captive insurance structures (single parent, group, protective cell), stop-loss and self-funded health programs, MGA program administration, and actuarial consulting services. Solutions are delivered via a data-driven approach that leverages advanced analytics to identify claims drivers and tailor risk financing for specific industries.
Product overview
Beyond Risk operates as a comprehensive alternative risk management platform offering integrated solutions across Employee Benefits, Property & Casualty, and Actuarial services through a portfolio of specialized subsidiary companies and programs. The platform includes BevCap Management LLC (P&C and Employee Benefits captive solutions), Origin Specialty Underwriters (MGA programs), GPW and Associates (captive management and actuarial services), Beyond Health Partners (health benefits funding with stop-loss, captive, and cost-containment), Eirion Risk Underwriters (surplus lines), and AIMS (agricultural insurance). Key product offerings span MGA programs (Origin Hospitality Guard, SitePrep), captive programs (BevCap Beer Captive, Sharefield, GPW Auto Reinsurance), and health benefit programs for small to mid-sized and large employers. The portfolio serves middle-market and SMB clients across diverse industries including beverage distribution, hospitality, construction, and agriculture.
Differentiator
Problem solved
Functional benefit
Brands
- Beyond Health Partners: Health benefits funding specialist platform offering stop-loss, captive, and cost-containment strategies for brokers and mid-market employers.
- BevCap Management
- Origin Specialty Underwriters
- GPW and Associates
- Eirion Risk Underwriters
- Agricultural Insurance Management Services (AIMS)
- Ascent Re
- Hospitality Guard
- SitePrep (Origin Excavation Program)
- BevCap Beer Captive (BCCG)
- Sharefield
Products and services
- Employee Benefits Solutions
- Property & Casualty Solutions
- Actuarial Services
- Beyond Health Partners
- BevCap Captive Group (BCCG)
- Sharefield Captive
- Origin Hospitality Guard
- Origin SitePrep Program
- GPW Auto Reinsurance (PARC)
- GPW Auto Reinsurance (DOWC)
- Eirion Risk Underwriting
- Agricultural Insurance Management Services (AIMS)
- Ascent Re
Quantifiable outcome
- Beyond Health Partners oversees more than $175 million in gross written stop-loss premium
- +1 more outcomes
Companies that use Beyond Risk
Customer profileSegments7 records
Ideal customer profiles7 records
Beyond Risk technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Beyond Risk partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and secondary.
- BevCap Management LLCcoreBevCap provides businesses with Property & Casualty and Employee Benefits captive and self-insurance solutions. They help achieve greater control of risk, better claims outcomes, enhanced employee engagement, and insurance savings. BevCap manages homogeneous group captives for beverage distributors and heterogeneous group captives through Sharefield.
- Origin Specialty UnderwriterscoreOrigin provides agencies with exclusive insurance programs supported by underwriting expertise, data analytics, actuarial acumen, carrier relationships, and claims management. They offer niche programs for Quick Service Restaurants, Hospitality, and Excavation industries, and Workers' Compensation.
- GPW & AssociatescoreGPW provides captive management and consulting services for multiple industries, and actuarial services for Finance & Insurance (F&I), captives, and self-insured corporate and public entities. GPW offers a unique combination of captive and reinsurance management, accounting, tax compliance, and actuarial services.
- Beyond Health PartnerscoreBeyond Health Partners delivers solutions helping organizations navigate health benefits funding complexities. They offer stop-loss, captive, and cost-containment strategies tailored to each organization's needs, overseeing more than $175 million in gross written stop-loss premium.
- Eirion Risk UnderwriterssecondaryEirion brings together experienced talent offering unique approaches to clients. They draw on proven track record of underwriting excellence across multiple lines, building a business based on fundamental best practices free from corporate bureaucracy.
- Agricultural Insurance Management Services (AIMS)secondaryAIMS serves as the bond for insurance brokers placing farm risks including farms, ranches, wineries, vineyards, and commercial growers of agricultural products. They only write farm insurance in over thirty states.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Beyond Risk competitors and assessment
Company assessmentDirect peers
- One80 Intermediaries: Specialty insurance MGA and brokerage platform built largely through acquisitions of managing general underwriters and program administrators. Highly comparable because COO Joe Foley sold his prior firm (Cannasure) to One80, and both firms compete for the same niche program and MGA tuck-ins across property/casualty and specialty lines.
- RPS (Risk Placement Services): Specialty wholesale brokerage and MGA platform offering program business, binding authority, and captive-adjacent solutions to retail brokers. Comparable as both firms serve brokers placing hard-to-place and specialty risks, with overlapping program-administration and underwriting expertise.
- CRC Group: Wholesale and specialty insurance distributor providing binding authority, programs, and captive solutions to retail agents. Directly comparable as a competing specialty distribution platform with similar program-administration and industry-niche positioning (e.g., hospitality, construction).
- Burns & Wilcox: Specialty wholesale insurance broker offering excess & surplus, programs, and binding authority to retail agents. Comparable to Beyond Risk's Origin Specialty and Eirion surplus lines operations in serving hard-to-place commercial risks through retail agent partnerships.
- Alera Group: Middle-market-focused insurance brokerage and wealth management platform built via roll-up of regional agencies. Comparable because Alera targets the same middle-market segment as Beyond Risk and offers employee benefits alongside P&C, often partnering with captive managers.
- Higginbotham: Independent insurance and financial services firm serving middle-market and SMB clients across employee benefits and commercial lines. Comparable target customer profile and benefits-plus-P&C delivery model to Beyond Risk's integrated approach.
Broad incumbents
- Amwins: Large specialty insurance distributor offering wholesale brokerage, MGA programs, and reinsurance. Comparable in the MGA program and specialty underwriting space (akin to Origin Specialty and Eirion), though significantly larger and broader in scope.
- USI Insurance Services: Large middle-market insurance brokerage and consulting firm with employee benefits, P&C, and specialty practices. Comparable in serving middle-market employers with integrated benefits and risk solutions, though at significantly larger scale and broader geographic footprint.
- Marsh (Marsh McLennan): Global insurance brokerage and risk advisory giant with a dedicated Marsh Captive Solutions practice. Comparable as the global benchmark for captive management and alternative risk advisory, particularly relevant to GPW and Ascent Re's captive and reinsurance work.
- Aon: Global professional services firm with Aon Captive Solutions and extensive stop-loss and reinsurance brokerage capabilities. Comparable to Beyond Risk's combined captive management, stop-loss administration (Beyond Health Partners), and actuarial service offerings, though at vastly greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Beyond Risk social profiles
Digital presenceBeyond Risk financial estimates
Financial estimateRevenue estimate
Valuation estimate
Beyond Risk leadership team
Management profileNumber of profiles
Profiles14 records
Beyond Risk subsidiaries and ownership
Company hierarchySubsidiaries7 records
Beyond Risk funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Beyond Risk 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 Beyond Risk
What does Beyond Risk do?
Beyond Risk provides end-to-end alternative risk management solutions combining Property & Casualty management, Employee Benefits, and Captive Management. The firm serves middle-market and SMB clients through a portfolio of specialized subsidiaries offering captive insurance structures (single parent, group, protective cell), stop-loss and self-funded health programs, MGA program administration, and actuarial consulting services. Solutions are delivered via a data-driven approach that leverages advanced analytics to identify claims drivers and tailor risk financing for specific industries.
Is Beyond Risk a public or private company?
Beyond Risk is a private company. It is classified as management employee owned and is currently operating.
When was Beyond Risk founded?
Beyond Risk was founded in 2020. It employs 51 to 100 people.
Where is Beyond Risk based?
Beyond Risk is headquartered in Phoenix, United States, in the North America region.
How does Beyond Risk make money?
Five revenue lines are on record. Captive Insurance Management is the primary driver. The others are stop-Loss Premium Administration, MGA Program Administration, actuarial Services and auto Reinsurance Programs.
Who are Beyond Risk's main competitors?
Direct peers on record are One80 Intermediaries, RPS (Risk Placement Services), CRC Group, Burns & Wilcox, Alera Group and Higginbotham. Broad incumbents are Amwins, USI Insurance Services, Marsh (Marsh McLennan) and Aon.
Does Beyond Risk have an API?
No public API is recorded for Beyond Risk.
What industry is Beyond Risk in?
Beyond Risk's product category is Alternative Risk Management and Insurance Services. Its primary akta.pro industry code is FSAEADAG, Risk Management Consulting (Enterprise & Operational Risk), with a secondary code of FSAEADAM, Insurance Due Diligence & Transaction Risk Advisory (M&A, W&I). Its NAICS code is 524210 and its SIC code is 6411.