Windsor Strategy Partners

Name

Windsor Strategy Partners

Legal name

Windsor Strategy Partners

Website

https://wspactuaries.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Actuarial Consulting Services

NAICS

Insurance Agencies and Brokerages (52421), Management Consulting Services (54161), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

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

akta.pro primary industry

Captive Insurance Advisory & Management (FSAEADAF)

akta.pro secondary industries

Risk Management Consulting (Enterprise & Operational Risk) (FSAEADAG), Employee Benefits Brokerage & Consulting (FSAEADAC), Specialty Insurance Brokerage (Marine, Aviation, Cyber, Professional Lines) (FSAEADAJ)

Keywords

• Actuarial consulting
• Stop loss pricing
• Captive strategy
• Health insurance consulting
• Medical risk analytics

Headquarters

HQ city

Princeton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Actuarial Consulting Services: Professional services revenue derived from actuarial consulting engagements including pricing, program evaluation, product development, portfolio risk management, captive strategy, stop loss support, regulatory work, and emerging claim risk analysis. Revenue is generated through project-based work and ongoing strategic partnerships with clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Windsor Strategy Partners is a healthcare actuarial consulting firm that helps risk takers navigate complex health insurance decisions across stop loss, captives, MEWAs, risk pools, and emerging therapy exposures. The firm delivers pricing, reserving, underwriting, product strategy, and feasibility services for carriers, reinsurers, MGUs, captive owners, brokers, and investors. Services are delivered as tailored consulting engagements rather than packaged software products.

Product overview

Windsor Strategy Partners is a healthcare actuarial consulting firm offering specialized professional services rather than a unified software product. The company provides six interconnected service lines: Captives (actuarial strategy for medical stop loss captives), Cell & Gene Therapy Risk (emerging high-severity exposure management), Employer Stop Loss & HMO/Provider Excess (pricing, reserving, and underwriting support), Fractional Actuarial Support with M&A Support (outsourced actuarial resources), New Product Pricing & Go-To-Market Strategy (new market entrant support), and Alternative Risk Funding including MEWAs & Risk Pools (pooled risk structure design). These services are offered as professional consulting engagements rather than software products, with the firm combining actuarial rigor with commercial awareness to help clients navigate complex health insurance decisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Captives

Quantifiable outcome

• 600+ satisfied clients across industries
• +3 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core, featured and selected.

• Claros AnalyticscoreTechnology or IntegrationStrategic partnership providing predictive analytics technology for comprehensive projections of health plan cost and risk. Claros Analytics provides predictive analytics applications built for the health benefits market, helping organizations model, price, and forecast health plan cost with greater speed and precision. The partnership combines actuarial judgement with strong analytical infrastructure.
• OutcomeRxfeaturedStrategic or Co-development PartnerJoint partnership delivering a powerful solution for the cell and gene therapy space. OutcomeRx provides the technology platform and operational infrastructure for innovative reimbursement agreements, while Windsor Strategy Partners supplies pricing analytics, risk modeling, and actuarial expertise that underpin each contract's financial architecture.
• DeerholdselectedTechnology or IntegrationPartnership bringing together advanced healthcare price transparency data and actuarial expertise to improve how stop-loss risk is analyzed and priced. The collaboration integrates Deerhold's detailed, up-to-date network pricing data with Windsor Strategy Partners' actuarial modeling for more precise forecasting of claim costs and underwriting scenarios.
• Genova BurnscoreImplementation/ SI/ Consulting PartnerBill Megna serves as Corporate Counsel to WSP and is a Partner at Genova Burns. Genova Burns provides legal expertise in insurance regulatory counsel, product development law, risk-bearing entity structuring, and self-funded plan compliance.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Milliman: Global actuarial and consulting firm with a large Health Practice covering employer stop loss, captive feasibility, MEWAs, risk pools, and emerging therapy risk. Most directly comparable specialty competitor to WSP across the same captive and stop loss niches.
• Wakely Consulting Group: Healthcare-focused actuarial consulting firm serving health plans, insurers, MGUs, and stop loss carriers. Closest niche competitor to WSP in captive and stop loss advisory.
• Lewis & Ellis: Actuarial and insurance consulting firm with strong health and stop loss practices serving carriers, MGUs, and self-funded plans; directly comparable specialty actuarial peer.
• Axene Health Solutions: Healthcare actuarial and consulting firm providing pricing, reserving, valuation, and stop loss services to health insurers, MGUs, and providers. Niche direct peer in health actuarial consulting.
• Pinnacle Actuarial Resources: Mid-market actuarial consulting firm serving health insurers, MGUs, and self-funded plans with pricing, reserving, and stop loss services. Comparable mid-size specialty actuarial peer.

Broad incumbents

• Mercer: Consulting arm of Marsh McLennan serving health insurers and employers on benefits strategy, stop loss, captive feasibility, and actuarial support; broader incumbent competing on employee benefits advisory.
• Willis Towers Watson (WTW): Global insurance and actuarial advisory with a large health and benefits practice covering stop loss, captives, and actuarial consulting. Competes with WSP on enterprise stop loss and M&A advisory mandates.
• Oliver Wyman: Management consulting and actuarial advisory arm of Marsh McLennan with significant health insurance practice; competes on actuarial strategy, captives, and risk advisory for health insurers and reinsurers.
• Deloitte: Global professional services firm with large health actuarial and consulting practice serving carriers, reinsurers, and PE investors on health insurance strategy, M&A, and risk transformation. Competes with WSP for enterprise advisory work.
• Aon: Global risk and reinsurance broker with a health actuarial practice and dedicated captive management units competing on stop loss, reinsurance, and self-funded employee benefits advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/158189407544809
• LinkedInlinkedin.com/company/795378

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Windsor Strategy Partners