Name

Symphony Risk Solutions

Legal name

Symphony Risk Enterprises, LLC

Website

https://symphonyrisk.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Garland

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Insurance Brokerage Commissions: Traditional insurance brokerage revenue generated through commissions on insurance policies placed for clients across all industry verticals. Symphony Risk acts as an independent broker with access to multiple insurers and markets.
2. Employee Benefits Consulting: HR consulting and employee benefits advisory services including benefits administration, compliance support, modeling and actuary services, and benchmarking for middle-market employers.
3. Risk Management Advisory: Specialized risk management consulting for complex industries including healthcare, cannabis, energy, entertainment, private equity, and high-net-worth individuals. Services include risk assessment, mitigation analyses, and tailored risk financing solutions.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Symphony Risk Solutions is an independent, full-service insurance brokerage and risk management advisory firm that places commercial and specialty insurance policies and delivers tailored risk consulting for middle-market and lower Fortune 500 businesses, private equity firms, and high-net-worth families. The firm is organized into 14 specialty industry divisions (Symphony Aerospace, Build, Commerce, Consulting, Energy, Grow, Health, REACT, Search, Specialty, Stage, Tax, Transact, and Wealth) plus a claims advocacy service (Symphony Solve), each staffed by dedicated industry specialists. Revenue is generated primarily through insurance brokerage commissions on placed policies and professional services fees for risk advisory and employee benefits consulting.

Product overview

Symphony Risk Solutions is a next-generation, full-service insurance brokerage, risk management advisory, and employee benefits consulting firm offering a portfolio of 15 distinct products across industry-specific verticals and service lines. The platform is organized around specialized industry divisions including Symphony Aerospace, Build, Commerce, Energy, Grow (cannabis), Health, REACT (real estate), Search, Specialty, Stage (entertainment), Tax, Transact (private equity), and Wealth, plus supporting services Symphony Consulting (employee benefits) and Symphony Solve (claims advocacy). The architecture combines a unified advisory approach with deep vertical specialization, enabling cross-industry expertise while delivering tailored solutions for specific sectors from middle-market to Fortune 500 businesses, private equity firms, and high-net-worth families.

Differentiator

Problem solved

Functional benefit

Brands

• Symphony Aerospace: Dedicated team providing comprehensive risk management solutions to the aerospace industry.
• Symphony Build
• Symphony Commerce
• Symphony Consulting
• Symphony Energy
• Symphony Grow
• Symphony Health
• Symphony REACT
• Symphony Search
• Symphony Specialty
• Symphony Stage
• Symphony Tax
• Symphony Transact
• Symphony Wealth

Products and services

• Symphony Aerospace Dedicated team of risk management professionals providing comprehensive and specialized risk management solutions to aviation and aerospace operators, manufacturers, and related businesses.
• Symphony Build Insurance strategies built to mitigate loss and maximize value across the entire construction project lifecycle for building contractors, developers, and real estate companies.
• Symphony Commerce Risk management and mitigation solutions for unique, discerning businesses, including managed care E&O and technology E&O coverage for industries such as technology, manufacturing, transportation, business services, and consumer products.
• Symphony Consulting Employee benefits and HR consulting services including HR compliance, benefits administration, modeling and actuary services, and benchmarking for middle-market employers.
• Symphony Energy Innovative and customized insurance solutions for energy businesses, including traditional and renewable energy companies.
• Symphony Grow Comprehensive risk management and human capital solutions for agriculture and cultivation businesses, including cannabis, hemp, and other specialty crops.
• Symphony Health Risk management solutions focused exclusively on the healthcare industry, addressing regulatory pressure and financial constraints across the healthcare continuum from provider to payer.
• Symphony REACT Comprehensive insurance strategies for Real Estate, Association, Condo, or Townhome development and management organizations.
• Symphony Search Risk management solutions built for search funds, providing right-sized solutions for searching entrepreneurs and lower middle market acquisition vehicles.
• Symphony Specialty Industry-agnostic team providing innovative and customized insurance solutions to address executive risk, including D&O, EPLI, Cyber, and Fiduciary liability coverage.
• Symphony Stage Entertainment insurance specialists providing coverage for movies, music, new forms of performance entertainment, production companies, live events, and entertainment venues.
• Symphony Tax Specialty practice mitigating tax risks in M&A transactions, business planning and compliance, and tax credit protection.
• Symphony Transact Specialized private equity expertise managing every aspect of transactions and portfolios from diligence to divestiture for financial sponsors and alternative asset managers.
• Symphony Wealth High-net-worth personal lines risk management protecting the assets, lifestyles, and legacies of high-net-worth individuals and families through dedicated personal risk advisors.
• Symphony Solve Wide range of claims and resolution services delivered beyond what is routinely offered by other insurance brokers and their claims teams.

Quantifiable outcome

• $6 Billion Renewable Energy Transmission Line Project - secured financing through contractual compliance
• +1 more outcomes

Named customers2 records

Segments12 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• WürkcoreStrategic or Co-development Partner · 12 August 2025Strategic partnership between Würk (HR, payroll, and workforce management technology for cannabis industry) and Symphony Grow to deliver integrated HR and insurance solutions for cannabis operators. The partnership combines Würk's compliance technology with Symphony Grow's insurance and benefits expertise, creating unified offerings for cannabis businesses. Referral-based partnership enables seamless client access to integrated services.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Aon plc: Global professional services firm and major insurance/reinsurance broker. Several Symphony leaders (Frank McKenna, Jeff Cox) previously held senior roles at Aon/Aon Risk, and Aon is explicitly cited as a multinational incumbent competitor.
• Marsh McLennan: World's largest insurance broker and risk advisor operating across commercial insurance, reinsurance, consulting, and investment management. Marsh is explicitly identified by Symphony as a primary competitive incumbent against which it positions its independent model.
• Willis Towers Watson (WTW): Global insurance brokerage, reinsurance, and advisory firm with major middle-market and specialty practices. WTW is part of the 'multinational behemoth' competitor set against which Symphony Risk explicitly positions its independent, vertical-specialized model.

Direct peers

• Alliant Insurance Services: One of the largest independent specialty insurance brokerages in the US, with industry-vertical practices and a roll-up acquisition strategy. Alliant's independent model, vertical specialization, and middle-market focus closely mirror Symphony Risk's positioning.
• Lockton: Largest privately held insurance brokerage globally with a similar independent ownership model and industry-specialized practice areas. Lockton's specialty practices, vertical expertise, and middle-market focus make it the closest independent peer to Symphony Risk's structure and go-to-market.
• Woodruff Sawyer: Privately held specialty insurance brokerage focused on complex industries including healthcare. Frank McKenna's prior tenure as National Healthcare Practice Leader at Woodruff Sawyer makes it a directly comparable peer in specialty risk advisory.
• IMA Financial Group: Independent insurance brokerage with industry-specific practice groups and risk management advisory services. IMA's vertical structure, middle-market focus, and acquisition-driven growth (including the recent IMA/Total Loss adjuster acquisitions) make it a highly comparable peer.
• Risk Placement Services (RPS): Specialty wholesale insurance broker and managing general agent placing complex and hard-to-place risks. RPS's specialty distribution model and expertise in placing risks through Lloyd's and excess/surplus markets aligns closely with Symphony's independent brokerage approach.
• EPIC Insurance Brokers & Consultants: Privately held specialty insurance brokerage and consulting firm serving middle-market and complex commercial accounts. EPIC's vertical specialization, employee benefits practice, and acquisition-driven growth make it a closely comparable independent peer.
• Brown & Riding: Specialty insurance brokerage and wholesale broker serving complex commercial risks. Nate Mundy's prior senior roles at Brown & Riding and its specialty/wholesale structure make it a directly comparable peer to Symphony's specialty brokerage model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/symphony-risk-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries17 records

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 Symphony Risk Solutions