The Meltzer Group
The Meltzer Group is a privately held, diversified insurance brokerage and advisory practice founded in 1982 in Bethesda, Maryland, with 101-250 employees, led by founder & CEO Alan Meltzer, and serving clients across multiple insurance and risk-advisory lines.
- Company typePrivate
- Founded1982
- HeadquartersBethesda, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What The Meltzer Group does
The Meltzer Group is a privately held, diversified insurance brokerage and advisory practice headquartered in Bethesda, Maryland, founded in 1982 by Alan Meltzer, who continues to serve as Founder & CEO. The firm positions itself as a "comprehensive" practice, implying a multi-line offering across commercial and/or personal insurance products alongside risk advisory services, which is a typical structure for mid-sized U.S. brokerages of this scale. With 101-250 employees, the company sits in the small-to-mid tier of the U.S. brokerage market, well below the national consolidators but materially larger than solo practitioners. Ryan Butler serves as Vice President of Sales, indicating an organized revenue-generation function rather than a purely referral-driven book.
Business model mechanics are not publicly disclosed but, consistent with industry norms, would primarily involve commission income on placed premiums, supplemented by advisory and consulting fees. No pricing models, contract structures, carrier relationships, technology platforms, AI/ML capabilities, certifications, or named customer relationships are documented in the source material. The firm's domain (meltzer.com) currently resolves to a GoDaddy Corporate Domains protected placeholder page rather than a public capability surface, which further limits external visibility.
The only documented inorganic growth move is the November 14, 2016 acquisition of The Coury Group for an undisclosed amount, signaling a tuck-in M&A approach to extending capabilities or geographic reach. The firm is privately held with no disclosed parent, no funding rounds, no subsidiaries, and no operating geographies explicitly listed, leaving the addressable footprint, vertical mix, and growth cadence largely opaque from public sources.
The Meltzer Group firmographics
Firmographics- Name
- The Meltzer Group
- Website
- https://meltzer.com
- Company type
- Private
- Founded year
- 1982
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- The Meltzer Group is a privately held, diversified insurance brokerage and advisory practice founded in 1982 in Bethesda, Maryland, with 101-250 employees, led by founder & CEO Alan Meltzer, and serving clients across multiple insurance and risk-advisory lines.
- Ownership category
- akta.pro rank
The Meltzer Group industry classification
Industry- Product category
- Insurance Brokerage
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Claims Advocacy & Loss Recovery Services (FSAEADAH)
Keywords
Where The Meltzer Group is headquartered
LocationHeadquarters
- HQ city
- Bethesda
- HQ country
- United States
- HQ region
- North America
Markets served
The Meltzer Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
The Meltzer Group product offering
Product offeringCore offering
The Meltzer Group is a diversified comprehensive insurance brokerage and advisory practice. It places insurance coverage and provides risk advisory services for clients, operating from Bethesda, Maryland since 1982. The firm has expanded its practice through acquisitions, including The Coury Group in 2016.
Differentiator
Problem solved
Functional benefit
Products and services
- Insurance Brokerage Services
Companies that use The Meltzer Group
Customer profileIdeal customer profiles1 record
The Meltzer Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Meltzer Group partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights2 records
The Meltzer Group competitors and assessment
Company assessmentBroad incumbents
- Arthur J. Gallagher & Co. One of the largest global insurance brokerages, providing retail brokerage, risk management, and consulting services. Comparable to Meltzer as the broader incumbent that anchors the same mid-market and corporate brokerage segment in which Meltzer operates.
- Marsh McLennan: World's largest insurance broker and risk advisor. The dominant incumbent in brokerage that defines the scale ceiling Meltzer would face when competing for larger corporate accounts and the benchmark for consolidation in the sector.
- Aon: Global professional services firm offering risk management, insurance brokerage, and reinsurance. Comparable as the largest incumbents facing Meltzer for commercial accounts and increasingly expanding into the mid-market through acquisitions.
Emerging players
- Acrisure: Tech-enabled insurance brokerage that scaled aggressively through acquisition of regional brokerages, including in the DC metro area. Comparable as a consolidator/roll-up peer pursuing inorganic growth and digital tools in the same segment.
Regional players
- RPS (Risk Placement Services): Wholesale-focused insurance brokerage and specialty risk placement firm. Comparable as a sector peer operating in specialty and excess-and-surplus lines, an area Meltzer's advisory practice may also access for client placements.
Direct peers
- USI Insurance Services: Mid-market insurance brokerage and consulting firm delivering property/casualty, employee benefits, and personal lines advisory. Directly comparable as a similarly-sized brokerage moving up-market with advisory and consulting capabilities.
- Hub International: Mid-market retail insurance brokerage built largely through acquisitions of regional brokerages. Directly comparable to Meltzer as a private-equity-aligned consolidator that has used M&A to scale a brokerage-advisory platform across North America.
- Brown & Brown: Public insurance brokerage and risk management firm comparable in business model (insurance placement + advisory) to The Meltzer Group, with much greater scale and a long-standing decentralized acquisition strategy akin to what Meltzer has signaled with the Coury Group deal.
- Assurex Global: World's largest privately-owned insurance, risk management, and employee benefits brokerage network. Directly comparable as an alternative to Meltzer for clients seeking high-touch private brokerage scale across geographies.
- NFP (a subsidiary of Aon): Mid-market insurance brokerage and advisory firm serving commercial, personal, and benefits clients prior to its acquisition by Aon. Comparable to Meltzer as a similarly-sized brokerage-advisory peer with regional offices and an M&A-driven growth model.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights4 records
Customer concentration
The Meltzer Group social profiles
Digital presenceThe Meltzer Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Meltzer Group leadership team
Management profileNumber of profiles
Profiles2 records
The Meltzer Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Meltzer Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Meltzer Group
What does The Meltzer Group do?
The Meltzer Group is a diversified comprehensive insurance brokerage and advisory practice. It places insurance coverage and provides risk advisory services for clients, operating from Bethesda, Maryland since 1982. The firm has expanded its practice through acquisitions, including The Coury Group in 2016.
When was The Meltzer Group founded?
The Meltzer Group was founded in 1982. It employs 101 to 250 people.
Where is The Meltzer Group based?
The Meltzer Group is headquartered in Bethesda, United States, in the North America region.
Who are The Meltzer Group's main competitors?
Broad incumbents on record are Arthur J. Gallagher & Co., Marsh McLennan and Aon. Acrisure is listed as an emerging player. RPS (Risk Placement Services) is listed as a regional player. Direct peers are USI Insurance Services, Hub International, Brown & Brown, Assurex Global and NFP (a subsidiary of Aon).
Does The Meltzer Group have an API?
No public API is recorded for The Meltzer Group.
What industry is The Meltzer Group in?
The Meltzer Group's product category is Insurance Brokerage. Its primary akta.pro industry code is FSAEADAH, Claims Advocacy & Loss Recovery Services. Its SIC code is 6411.