Kaufman Financial Group
- Company typePrivate
- Founded1969
- HeadquartersFarmington, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingServices
Kaufman Financial Group firmographics
Firmographics- Name
- Kaufman Financial Group
- Legal name
- H.W. Kaufman Financial Group, Inc.
- Website
- https://hwkaufman.com
- Company type
- Private
- Founded year
- 1969
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
Kaufman Financial Group industry classification
Industry- Product category
- Specialty Insurance Brokerage
- NAICS
- Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421), Direct Property and Casualty Insurance Carriers (524126), Direct Insurance (except Life, Health, and Medical) Carriers (52412)
- SIC
- Insurance Agents, Brokers & Service (6411), Fire, Marine & Casualty Insurance (6331), Insurance Carriers, Nec (6399)
- akta.pro primary industry
- Wholesale Insurance Brokerage (Excess & Surplus Lines) (FSAEADAD)
- akta.pro secondary industries
- Professional Liability (E&O) (FSAJAGAC), Energy & Power Specialty (Onshore/Offshore) (FSAJAGAI), Construction Specialty (Wrap-Ups/Builders Risk/Contractors) (FSAJAGAH), Management Liability (D&O/EPL/Fiduciary) (FSAJAGAD)
Keywords
Where Kaufman Financial Group is headquartered
LocationHeadquarters
- HQ city
- Farmington
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Kaufman Financial Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Insurance Brokerage Commissions: Revenue generated from brokerage services placing specialty insurance products for retail agents and brokers, earning commissions on placed business
- Managing General Agent (MGA) Fees: Revenue from underwriting management services through RB Jones and Atain, developing and administering exclusive insurance programs on behalf of carriers and Lloyd's syndicates
- Risk-Bearing Underwriting: Revenue from Atain's insurance company operations providing capacity for niche programs and excess & surplus market through admitted and non-admitted property and casualty insurance
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Specialty insurance products are quoted on a per-risk basis |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
Kaufman Financial Group product offering
Product offeringCore offering
H.W. Kaufman Group is a specialty insurance organization that distributes, underwrites and bears risk on specialty and excess & surplus lines through three core businesses: Burns & Wilcox (wholesale brokerage and distribution of specialty solutions to retail agents and brokers), RB Jones (managing general underwriting of exclusive programs on behalf of carriers and Lloyd's syndicates), and Atain (A-rated admitted and non-admitted property and casualty insurance company providing capacity for niche programs and the E&S market). Operations span 60+ offices across 90+ countries, with privileged Lloyd's of London access through Burns & Wilcox Global Solutions and international MGA capability through RB Jones Global.
Product overview
Kaufman Financial Group operates as a specialty insurance organization with three core business units: Burns & Wilcox (wholesale insurance brokerage and distribution), RB Jones (specialty underwriting developing and administering exclusive insurance programs), and Atain (property and casualty insurance company with 'A' rated AM Best). The company is executing a technology transformation program centered on Salesforce integration, featuring the IssueQuick straight-through processing platform for automated policy issuance and an internal workbench for brokers and underwriters. In 2025, the company consolidated international brands into Burns & Wilcox Global Solutions (broking) and expanded RB Jones globally with new divisions for UK and Digital operations.
Differentiator
Problem solved
Functional benefit
Brands
- Burns & Wilcox: Globally recognized wholesale insurance broker and distributor of specialty solutions.
- RB Jones
- Atain
- Burns & Wilcox Global Solutions
- RB Jones Global
Products and services
- Burns & Wilcox Globally recognized wholesale insurance broker and distributor of specialty solutions, serving retail insurance agents and brokers with access to specialty, excess & surplus and Lloyd's market capacity across commercial property, marine, energy, professional liability, cyber, personal lines and other complex risks.
- RB Jones Specialty underwriting team developing and administering exclusive insurance programs on behalf of leading U.S. insurance carriers and global syndicates, covering Commercial Marine, Excess Energy, Commercial Property, Professional Liability, Flood, Builders Risk, Terrorism, Inland Marine and other unique products.
- Atain Insurance Companies
Quantifiable outcome
- Over $3.4 billion in 2025 global sales
- +4 more outcomes
Companies that use Kaufman Financial Group
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Kaufman Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability4 records
Feature4 records
Kaufman Financial Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and supporting.
- OptalitixcoreStrategic partnership with InsurTech firm Optalitix to integrate London Market commercial property products, placed through Lloyd's syndicates, into Burns & Wilcox's API-driven rating workflow through Salesforce. The integration enables underwriters to access London Market pricing within the same environment used for North American business, addressing longstanding manual pricing bottlenecks in the London Market.
- Martin & CompanysupportingActuarial consultancy structuring contract logic into Excel-based rating models before conversion into API-driven services. Martin & Company acts as the actuarial consultancy structuring contract logic into Excel-based rating models that Optalitix converts into API-driven services.
Scale indicators7 records
Recent moves10 records
Expansion highlights6 records
Kaufman Financial Group competitors and assessment
Company assessmentDirect peers
- Amwins: Amwins is one of the largest US specialty wholesale insurance brokerages and MGAs, distributing E&S and specialty products to retail agents across commercial, professional, and personal lines — directly comparable to Burns & Wilcox and RB Jones within Kaufman.
- CRC Insurance Services: CRC is a leading wholesale insurance broker and MGA focused on specialty and surplus lines distribution, with similar retail-broker channel dynamics and specialty product mix to Burns & Wilcox and RB Jones; Marc Fuhrman's prior role at CRC underscores the labor-market overlap.
- Ryan Specialty: Ryan Specialty is a specialty insurance distributor combining wholesale brokerage, MGA, and binding authority capabilities — a direct peer across the same wholesale/specialty value chain as Kaufman, with overlapping E&S, professional, and management liability products.
- Brown & Riding Insurance Services: Brown & Riding is a privately held wholesale insurance broker and MGA specializing in complex and hard-to-place commercial risks, providing direct competition to Burns & Wilcox in specialty brokerage and to RB Jones in program business.
- RPS Group (now part of Ryan Specialty): RPS was a major wholesale and specialty broker before its acquisition by Ryan Specialty, operating with the same retail-broker distribution model and specialty underwriting programs as Kaufman; now operates within Ryan Specialty as a comparable platform.
Broad incumbents
- Alliant Insurance Services: Alliant is a large US specialty insurance brokerage offering retail, wholesale, and MGA capabilities, competing with Kaufman across both retail agent services (alternative to retail brokers buying from Burns & Wilcox) and specialty underwriting programs.
- Acrisure: Acrisure is a large global insurance brokerage with substantial wholesale and specialty operations, providing broader market competition to Kaufman's distribution and underwriting businesses; Tritton's prior role at Acrisure London Wholesale evidences direct talent overlap.
- Marsh: Marsh is a global insurance brokerage and risk advisory firm with wholesale and specialty capabilities (including Marsh Wholesale), competing with Kaufman on large specialty placements, London Market access, and program business; Tritton's prior senior leadership was at Marsh.
- Aon: Aon is a global insurance and reinsurance brokerage with significant specialty and wholesale operations, competing with Kaufman across complex placements, reinsurance, and specialty risk advisory; several former Aon/AIG executives have moved into Kaufman's international leadership.
Others
- Optalitix: Optalitix is an InsurTech partner of Kaufman that converts actuarial rating logic into API-driven services, embedded into Burns & Wilcox's Salesforce workflow — adjacent/ecosystem rather than a competitor, but a direct comparator for the technology layer Kaufman is building.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Kaufman Financial Group social profiles
Digital presenceKaufman Financial Group compliance and trust
Trust signalCompliance7 records
Kaufman Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kaufman Financial Group leadership team
Management profileNumber of profiles
Profiles23 records
Kaufman Financial Group subsidiaries and ownership
Company hierarchySubsidiaries9 records
Kaufman Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kaufman Financial Group M&A and investment
M&A and investmentM&A3 records
Investments3 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kaufman Financial Group
What does Kaufman Financial Group do?
H.W. Kaufman Group is a specialty insurance organization that distributes, underwrites and bears risk on specialty and excess & surplus lines through three core businesses: Burns & Wilcox (wholesale brokerage and distribution of specialty solutions to retail agents and brokers), RB Jones (managing general underwriting of exclusive programs on behalf of carriers and Lloyd's syndicates), and Atain (A-rated admitted and non-admitted property and casualty insurance company providing capacity for niche programs and the E&S market). Operations span 60+ offices across 90+ countries, with privileged Lloyd's of London access through Burns & Wilcox Global Solutions and international MGA capability through RB Jones Global.
Is Kaufman Financial Group a public or private company?
Kaufman Financial Group is a private company. It is classified as family owned and is currently operating.
When was Kaufman Financial Group founded?
Kaufman Financial Group was founded in 1969. It employs 1,001 to 5,000 people.
Where is Kaufman Financial Group based?
Kaufman Financial Group is headquartered in Farmington, United States, in the North America region.
How does Kaufman Financial Group make money?
Three revenue lines are on record. Insurance Brokerage Commissions are the primary driver. The others are managing General Agent (MGA) Fees and risk-Bearing Underwriting.
Who are Kaufman Financial Group's main competitors?
Direct peers on record are Amwins, CRC Insurance Services, Ryan Specialty, Brown & Riding Insurance Services and RPS Group (now part of Ryan Specialty). Broad incumbents are Alliant Insurance Services, Acrisure, Marsh and Aon. Optalitix is listed as an others.
Does Kaufman Financial Group have an API?
No public API is recorded for Kaufman Financial Group.
What industry is Kaufman Financial Group in?
Kaufman Financial Group's product category is Specialty Insurance Brokerage. Its primary akta.pro industry code is FSAEADAD, Wholesale Insurance Brokerage (Excess & Surplus Lines), with a secondary code of FSAJAGAC, Professional Liability (E&O). Its NAICS code is 524210 and its SIC code is 6411.