Premier Consulting Partners

What Premier Consulting Partners does

Premier Consulting Partners operates on a professional services revenue model with two streams: (1) Benefits Consulting Services — fees for corporate benefits administration, ERISA compliance, and pension consulting, structured as multi-year contracts; and (2) Financial Services — advisory fees and commissions on wealth management, estate planning, and risk management for individuals and corporations, billed annually and asset-level based. Go-to-market is direct enterprise/field sales through phone outreach, in-person consultations at the Long Island and Manhattan offices, and website contact forms; top-of-funnel demand is generated through an active blog/resource library and email newsletters covering compliance and benefits topics. The firm has 11–50 employees, with nearly 250 years of combined industry experience across the team and over 200 years within the wealth management group; ownership is held by the founding and managing partners (David Rispler as Founding Partner, Jason Schwartz as Senior Managing Partner), with no disclosed institutional or external capital, no proprietary technology platform, no public app or API, and no AI/ML capabilities evident in the source data.

Name

Premier Consulting Partners

Legal name

Premier Consulting Partners

Website

https://premierconsultingpartners.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Premier Consulting Partners is a privately held New York benefits consulting and financial services firm serving corporate employers and individual clients through ERISA compliance, pension, estate planning, risk management, and wealth management services delivered via Equitable partnerships.

Ownership category

akta.pro rank

Product category

Benefits Consulting & Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Administrative Management and General Management Consulting Services (541611)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Benefits consulting
• ERISA compliance
• Pension consulting
• Wealth management
• Estate planning

Headquarters

HQ city

Woodbury

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Benefits Consulting Services: Revenue generated through consulting fees for corporate benefits administration, ERISA compliance services, and pension consulting for employer-sponsored benefit plans.
2. Financial Services: Revenue from financial advisory services including wealth management, estate planning, and risk management for individuals and corporations. Services offered through partnerships with Equitable Advisors, LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Premier Consulting Partners is a benefits consulting and financial services firm that provides integrated advisory services for corporate employers and individuals. Corporate offerings include Corporate Benefits administration, ERISA Compliance Services, and Pension Consulting. Individual offerings include Estate Planning & Risk Management and Wealth Management. Securities offerings are delivered through Equitable Advisors, LLC.

Product overview

Premier Consulting Partners is a benefits consulting and financial services firm that operates as a unified service offering rather than a platform-plus-modules architecture. The company provides an integrated suite of consulting services for both individuals and corporations, consisting of five core service areas: Corporate Benefits (health insurance, enrollment tools, employee communications, wellness initiatives), ERISA Compliance Services (compliance consulting for employee benefit plans), Pension Consulting (retirement plan design and oversight), Estate Planning & Risk Management (life insurance, disability, long-term care, trust reviews), and Wealth Management (investment portfolio management and financial coaching). These services work together to provide holistic financial planning and employee benefits administration.

Differentiator

Problem solved

Functional benefit

Products and services

• Corporate Benefits Comprehensive corporate benefit package administration for employer clients, including health insurance, ERISA compliance resources, group disability coverage, enrollment tools, employee benefit communications, workplace wellness initiatives, prescription drug coverage, and retirement plan support. Designed for companies seeking to attract and retain talent through competitive benefits.
• ERISA Compliance Services ERISA compliance consulting and action strategies for employee benefit plans, covering medical, surgical, hospital, HMO plans, HRAs, FSAs, dental, vision, prescription drug, disability, life insurance, EAPs, severance, and vacation plans. Targeted at corporate employers needing compliance support across their welfare and benefit plans.
• Pension Consulting Pension plan implementation and oversight services including plan mapping, goal-driven investments, ongoing ERISA compliance, and employee education for retirement planning. Targeted at corporate employers establishing or maintaining retirement/pension plans.
• Estate Planning & Risk Management Estate planning strategies and risk management services for individuals, including life insurance, disability coverage, long-term care planning, living will and trust reviews, power of attorney, and health care proxy services. Targeted at individuals and families seeking to preserve financial legacy and manage personal risk.
• Wealth Management Wealth management and investment management services designed to protect principal and grow holdings while adhering to personal financial goals, with portfolio customization, risk assessment, and ongoing financial coaching. Securities offerings are provided through Equitable Advisors, LLC. Targeted at individuals and families seeking holistic wealth management.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Equitable Advisors, LLCcoreStrategic or Co-development PartnerSecurities offerings provided through Equitable Advisors, LLC (member FINRA/SIPC), an SEC registered investment advisor located in New York, NY. David Rispler, Jason Schwartz, David Birns, Drin Kukaj, Paul Casavecchia, and Jesse Yoskowitz offer securities through this firm. The firm also provides investment advisory products and services.
• Equitable Network, LLCcoreStrategic or Co-development PartnerAnnuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Hub International: Hub International is a major North American insurance brokerage providing employee benefits, retirement, and wealth management services to mid-market employers; comparable in target client (mid-market employers + high-net-worth individuals) and service mix to Premier.
• Brown & Brown: Brown & Brown is a large publicly-traded insurance brokerage delivering employee benefits, risk management, and wealth solutions to businesses and individuals — directly comparable to Premier's benefits plus estate/risk management stack.
• NFP (National Financial Partners): NFP is an insurance brokerage and financial services platform offering employee benefits, retirement, wealth management, and estate planning for employers and individuals — overlapping directly with Premier's integrated benefits-and-wealth value proposition.
• Northwestern Mutual: Northwestern Mutual is a mutual insurer and broker-dealer network offering life insurance, disability, wealth management, and retirement/estate planning through financial advisors — structurally aligned with Premier's advisor-led, holistic-planning model via an established carrier partnership.
• OneDigital: OneDigital is one of the largest US employee benefits consulting and HR solutions brokers, combining benefits brokerage, retirement/wealth advisory, and HR consulting for employers and individuals — a direct functional match to Premier's corporate benefits + individual wealth/estate planning mix.

Broad incumbents

• MassMutual: MassMutual is a broad incumbent mutual insurer delivering life insurance, disability, retirement, and wealth management through affiliated advisors — overlapping significantly with Premier's estate planning, risk management, and wealth management offerings.
• Marsh McLennan Agency: Marsh McLennan Agency is a large incumbent employee benefits and risk consulting arm of Marsh McLennan, serving mid-market and large employers with benefits brokerage, retirement, and HR consulting — a scaled comparator in Premier's core benefits consulting lane.
• New York Life: New York Life is a broad incumbent mutual life insurer and broker-dealer offering wealth management, retirement planning, life insurance, and long-term care products via a large agent network; competes with Premier across wealth, estate, and risk services for individuals and small businesses.

Regional players

• Waldron Private Wealth: Waldron Private Wealth is a Long Island-based wealth management firm offering financial planning, estate, and investment services to individuals and business owners — a close geographic and service-line analog to Premier's individual-side practice.

Others

• Equitable Advisors: Equitable Advisors is Premier's broker-dealer partner that provides securities, investment advisory, and annuity infrastructure for Premier's financial professionals — included as the partner platform on which much of Premier's wealth and insurance revenue depends.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/DavidRisplerPCP
• LinkedInlinkedin.com/company/premier-consulting-partners-pcp

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Premier Consulting Partners