The Nautilus Group
The Nautilus Group is an exclusive membership-based service of New York Life that provides consultative case design for estate, business, charitable, insurance, and retirement planning, serving approximately 200 elite New York Life agents and their affluent, high net worth clients across the United States.
- Company typePrivate
- Founded1993
- HeadquartersAddison, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Nautilus Group does
The Nautilus Group is an exclusive, membership-based advisory service that provides consultative case design and technical planning support for estate, business, charitable, insurance, and retirement strategies. Membership is capped at approximately 200 experienced insurance and financial industry leaders, all of whom must be New York Life Insurance Company agents. The organization operates as a service entity of New York Life, drawing on the parent's 180+ year heritage and brand strength to support sophisticated planning engagements for affluent and high net worth individuals, business owners, physicians and corporate executives, professional athletes and entertainers, and farmers and ranchers.
The core delivery mechanism is a one-on-one, customized case design process in which Nautilus staff work directly with member agents and their clients' existing advisors, including attorneys, accountants, and trust officers. The platform is supported by a content ecosystem spanning the Nautilus Navigator newsletter, the Nautilus blog, a video library featuring Life Stories and Animated Explainer series, and Concepts and Strategies guides, alongside tools such as the Nautilus Marketability Assessment Tool for business owners. Product offerings extend across family protection, estate and legacy planning, business succession and exit planning, executive benefits, philanthropy, and structured instruments such as Irrevocable Life Insurance Trusts and Supplemental Life Insurance Retirement Plans.
From a business-model standpoint, The Nautilus Group does not transact directly with end-clients and does not publicly disclose pricing. It functions as an internal capability and member-service function within the New York Life captive distribution system, with go-to-market executed exclusively through its ~200 member agents. There is no independent revenue disclosure, no external funding, and no public headcount expansion, consistent with its role as a strategic service line rather than an independently capitalized enterprise.
The Nautilus Group firmographics
Firmographics- Name
- The Nautilus Group
- Legal name
- The Nautilus Group®
- Website
- https://thenautilusgroup.com
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Nautilus Group is an exclusive membership-based service of New York Life that provides consultative case design for estate, business, charitable, insurance, and retirement planning, serving approximately 200 elite New York Life agents and their affluent, high net worth clients across the United States.
- Ownership category
- akta.pro rank
The Nautilus Group industry classification
Industry- Product category
- Insurance and Financial Planning Advisory Services
- NAICS
- All Other Support Services (561990)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where The Nautilus Group is headquartered
LocationHeadquarters
- HQ city
- Addison
- HQ country
- United States
- HQ region
- North America
Markets served
The Nautilus Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Membership Services: The Nautilus Group operates as an exclusive membership-based resource providing consultative services and technical case design to support member agents in presenting planning strategies to their clients. Services include estate, business, charitable, insurance and retirement planning strategies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
The Nautilus Group product offering
Product offeringCore offering
The Nautilus Group is an exclusive membership-based resource accessible to approximately 200 experienced insurance and financial industry leaders who are committed to a team planning concept. It provides consultative services and technical case design to support its members in presenting estate, business, charitable, insurance, and retirement strategies to affluent, high net worth clients. Member agents work hand in hand with the Nautilus staff, along with clients' attorneys, accountants, and trust officers, to deliver one-on-one customized case analyses.
Product overview
The Nautilus Group is a service of New York Life Insurance Company offering an exclusive membership-based platform for approximately 200 elite insurance and financial professionals. The core offering consists of consultative services and technical case design supporting five key service areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy Planning. The group provides supplementary tools including the Nautilus Marketability Assessment Tool for business valuation, SLIRP (Supplemental Life Insurance Retirement Plans) for retirement income, and buy-sell agreement services for business owners. Educational resources include the Nautilus Navigator newsletter, Life Stories Video Series, and Animated Explainer Video Series. Members work collaboratively with clients' existing advisors (attorneys, accountants, trust officers) to deliver customized planning strategies.
Differentiator
Problem solved
Functional benefit
Companies that use The Nautilus Group
Customer profileSegments5 records
Ideal customer profiles2 records
The Nautilus Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
The Nautilus Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- New York Life Insurance CompanycoreThe Nautilus Group is a service of New York Life Insurance Company, providing exclusive membership-based resources to approximately 200 elite New York Life agents. The partnership leverages New York Life's 180+ year heritage and financial strength while providing specialized planning services to affluent clients.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
The Nautilus Group competitors and assessment
Company assessmentDirect peers
- Ash Brokerage: Ash Brokerage is a life insurance brokerage that supports financial advisors serving HNW clients with advanced life insurance, estate planning, and business succession case design, directly comparable to the case design and technical planning services Nautilus provides to its member agents.
- CreativeOne: CreativeOne is a membership-based group of insurance and financial professionals that provides practice-building resources, case design, and product access, analogous to Nautilus's exclusive member-agent model serving elite producers within New York Life.
- Crump Life Insurance Services: Crump is a wholesale life insurance distributor serving independent advisors with advanced case design, underwriting, and product access for high-net-worth life insurance cases, closely paralleling Nautilus's member-agent support model.
- Insurance Designers of America: Insurance Designers of America is a national insurance marketing organization serving independent agents with advanced markets cases, comparable to Nautilus's role in supporting elite agents with sophisticated life insurance and estate planning case design.
- M Financial Group: M Financial Group is an exclusive membership network of independent financial institutions and advisors serving HNW and ultra-HNW clients, very similar to Nautilus's model of providing case design and product access to elite member producers for complex life insurance and estate planning cases.
- Highland Capital Brokerage: Highland Capital Brokerage is a wholesale life insurance distributor that helps financial advisors and agents place complex life insurance cases for affluent and business-owner clients, sharing Nautilus's focus on sophisticated HNW life insurance planning.
Broad incumbents
- National Financial Partners (NFP): NFP is a large, diversified insurance brokerage and advisory firm serving corporate and personal lines; while broader than Nautilus, it competes for the same HNW estate, business succession, and executive benefits planning engagements.
- Transamerica Financial Advisors: Transamerica Financial Advisors is the captive advisor channel of Transamerica offering life insurance, retirement, and investment planning to individuals and business owners, overlapping with Nautilus's HNW retirement and estate planning focus.
- Equitable Advisors: Equitable Advisors is the career advisor channel of Equitable Holdings offering wealth management, retirement, and life insurance planning to HNW clients, a broad incumbent in the same insurance-integrated wealth advisory space as Nautilus.
Emerging players
- Partners Advantage: Partners Advantage is an insurance FMO and agent support organization providing products, marketing, and back-office resources to independent producers, with overlapping membership-style support for agents handling HNW cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
The Nautilus Group social profiles
Digital presenceThe Nautilus Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Nautilus Group leadership team
Management profileNumber of profiles
Profiles1 record
The Nautilus Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Nautilus 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 The Nautilus Group
What does The Nautilus Group do?
The Nautilus Group is an exclusive membership-based resource accessible to approximately 200 experienced insurance and financial industry leaders who are committed to a team planning concept. It provides consultative services and technical case design to support its members in presenting estate, business, charitable, insurance, and retirement strategies to affluent, high net worth clients. Member agents work hand in hand with the Nautilus staff, along with clients' attorneys, accountants, and trust officers, to deliver one-on-one customized case analyses.
Is The Nautilus Group a public or private company?
The Nautilus Group is a private company. It is classified as corporate owned and is currently operating.
When was The Nautilus Group founded?
The Nautilus Group was founded in 1993. It employs 1 to 10 people.
Where is The Nautilus Group based?
The Nautilus Group is headquartered in Addison, United States, in the North America region.
How does The Nautilus Group make money?
One revenue line is on record: membership Services.
Who are The Nautilus Group's main competitors?
Direct peers on record are Ash Brokerage, CreativeOne, Crump Life Insurance Services, Insurance Designers of America, M Financial Group and Highland Capital Brokerage. Broad incumbents are National Financial Partners (NFP), Transamerica Financial Advisors and Equitable Advisors. Partners Advantage is listed as an emerging player.
Does The Nautilus Group have an API?
No public API is recorded for The Nautilus Group.
What industry is The Nautilus Group in?
The Nautilus Group's product category is Insurance and Financial Planning Advisory Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 561990 and its SIC code is 6411.