The Miliare Group
- Company typePrivate
- Founded2001
- HeadquartersIrvine, United States
- Headcount251–500
- GTM typeB2C
- OfferingServices
The Miliare Group firmographics
Firmographics- Name
- The Miliare Group
- Website
- https://themiliaregroup.com
- Company type
- Private
- Founded year
- 2001
- Headcount range
- 251–500 employees
- Ownership category
- akta.pro rank
The Miliare Group industry classification
Industry- Product category
- Financial Services
- NAICS
- Portfolio Management and Investment Advice (523940), Direct Life, Health, and Medical Insurance Carriers (52411), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Life Insurance (6311), Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Office Trust & Fiduciary Services (FSAEAKAF), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD)
Keywords
Where The Miliare Group is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Markets served
The Miliare Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
The Miliare Group product offering
Product offeringCore offering
The Miliare Group provides retirement, wealth-building, and life insurance services. Founded in 2001 and headquartered in Irvine, California, the firm is a privately held for-profit company with 251-500 employees that delivers personal financial and insurance products to its client base.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Services
- Wealth-Building Services
- Life Insurance Services
Companies that use The Miliare Group
Customer profileIdeal customer profiles1 record
The Miliare Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Miliare Group partnerships and signals
Strategic signalRecent moves1 record
The Miliare Group competitors and assessment
Company assessmentDirect peers
- Edward Jones: National advisor-led firm providing retirement, wealth-building, and life insurance to mass-affluent and HNW households — comparable in scale, distribution model, and service scope.
- MassMutual: Mutual financial services company providing life insurance, retirement plans, and wealth management — operates a hybrid model closely analogous to The Miliare Group's integrated RIA + insurance offering.
- Guardian Life Insurance: Mutual insurer offering life, disability, and retirement products through an advisor network, with growing wealth management capabilities — close parallel to the hybrid RIA + insurance model.
- Lincoln Financial Group: Provider of life insurance, retirement plan services, and wealth management — directly mirrors Miliare's three-pillar service bundle with comparable advisor distribution.
- Cetera Financial Group: Independent advisor network supporting hybrid wealth and insurance practices with back-office infrastructure, technology, and compliance — comparable as an enabler/employer of mid-sized hybrid wealth + insurance firms.
- Ameriprise Financial: Diversified financial services firm offering wealth management, retirement planning, and insurance through its advisor channel — directly comparable in product mix and distribution to The Miliare Group.
- Northwestern Mutual: Hybrid wealth-management and life insurance firm with an advisor-led model offering retirement, wealth-building, and protection products — directly comparable hybrid RIA + insurance value proposition to The Miliare Group.
- New York Life: Mutual insurer and wealth manager offering life insurance, retirement income, and investment advisory services through career advisors — directly overlaps with Miliare's retirement + wealth + insurance offering.
Broad incumbents
- Principal Financial Group: Large diversified financial services firm offering retirement, investment, and insurance solutions to businesses and individuals — broader institutional scale but overlapping product set.
- Prudential Financial: Major insurer and asset manager providing life insurance, retirement, and investment management — broader institutional competitor with overlapping retirement and wealth-building offerings.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
The Miliare Group social profiles
Digital presenceThe Miliare Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Miliare Group leadership team
Management profileNumber of profiles
The Miliare Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Miliare 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 Miliare Group
What does The Miliare Group do?
The Miliare Group provides retirement, wealth-building, and life insurance services. Founded in 2001 and headquartered in Irvine, California, the firm is a privately held for-profit company with 251-500 employees that delivers personal financial and insurance products to its client base.
When was The Miliare Group founded?
The Miliare Group was founded in 2001. It employs 251 to 500 people.
Where is The Miliare Group based?
The Miliare Group is headquartered in Irvine, United States, in the North America region.
Who are The Miliare Group's main competitors?
Direct peers on record are Edward Jones, MassMutual, Guardian Life Insurance, Lincoln Financial Group, Cetera Financial Group, Ameriprise Financial, Northwestern Mutual and New York Life. Broad incumbents are Principal Financial Group and Prudential Financial.
Does The Miliare Group have an API?
No public API is recorded for The Miliare Group.
What industry is The Miliare Group in?
The Miliare Group's product category is Financial Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6311.