What Eagle Strategies, LLC does

Eagle Strategies, LLC is a U.S. wealth management organization and SEC-registered investment adviser, operating as an indirect wholly owned subsidiary of New York Life Insurance Company, a Fortune 100 firm. Founded in 1994 and headquartered in New York, the company delivers holistic financial planning to middle-market, affluent, and high-net-worth individuals and families through a network of over 1,500 financial advisors, complemented by digital client portals (Wealthscape Investor) and an Envestnet-powered advisor platform.

The firm's service portfolio spans four integrated planning domains: protection planning (insurance products from New York Life and unaffiliated carriers), investment planning (non-proprietary mutual funds and advisory services distributed through affiliated broker-dealer NYLIFE Securities LLC), retirement planning (fixed, variable, and income annuities), and estate planning. The company does not develop proprietary technology platforms; client-facing and advisor-facing technology is delivered via third-party platforms, and the firm's core capability is its advisor network and parent-company product shelf. Revenue is generated through fee-based investment advisory services (asset-based, recurring) and commissions and fees on insurance and securities products.

Eagle Strategies distributes exclusively in the United States through a sales-led, advisor-driven model. Prospecting is supported by thought-leadership content (articles, videos, a quarterly newsletter), a 'Find an Advisor' tool, and referrals. As a wholly-owned subsidiary, Eagle Strategies does not raise external capital and reports no standalone financials. Strategic and operational decisions are made within the broader New York Life wealth management division, led by CEO John M. Boccio (who also heads New York Life's Wealth Management and serves as CEO of NYLIFE Securities) and COO Mitchell Ascione.

Name

Eagle Strategies, LLC

Legal name

Eagle Strategies, LLC

Website

https://eaglestrategies.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Eagle Strategies, LLC is a U.S. wealth management organization and SEC-registered investment adviser, wholly owned by New York Life, delivering holistic financial planning to affluent and high-net-worth individuals and families through a 1,500+ advisor network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Wealth management services
• Financial planning advisory
• Retirement income planning
• Investment advisory services
• Estate planning solutions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services provided through registered investment adviser representatives. Includes customized wealth management and protection solutions, non-proprietary mutual funds, and Eagle Strategies investment advisory services offered through NYLIFE Securities LLC (member FINRA/SIPC).
2. Insurance Products: Insurance products including fixed, variable, and income annuities, life insurance, and protection planning solutions. Products are offered through New York Life Insurance Company and other unaffiliated insurance carriers, with representatives acting as insurance agents.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Eagle Strategies, LLC is a wealth management organization and SEC-registered investment adviser that provides holistic financial planning services to middle-market, affluent, and high-net-worth individuals and families. Its core offerings span protection planning (life insurance and annuities), investment planning (non-proprietary mutual funds and registered investment advisory services), retirement planning (fixed, variable, and income annuities), and estate planning, delivered through a network of 1,500+ financial advisors and supported by New York Life's product shelf.

Product overview

Eagle Strategies, LLC is a wealth management organization and SEC-registered investment adviser that offers holistic financial planning and advisory services. The company provides a comprehensive suite of financial solutions including protection planning (insurance products), investment planning (non-proprietary mutual funds and advisory services), retirement planning (fixed, variable, and income annuities), and estate planning. The firm leverages its relationship with parent company New York Life to provide integrated wealth management and insurance solutions through a network of financial advisors. The company operates client-facing platforms including Wealthscape Investor (client portal) and Envestnet (advisor platform), enabling clients and advisors to access accounts and manage financial plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Insurance and Annuity Products
• Holistic Financial Planning
• Retirement Income Planning
• Estate and Legacy Planning

Segments2 records

Ideal customer profiles1 record

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.

• New York Life Insurance CompanycoreOthersNew York Life is the parent company of Eagle Strategies. Eagle Strategies is an indirect wholly owned subsidiary of New York Life Insurance Company. The relationship provides Eagle Strategies advisors access to New York Life's full range of insurance and investment products, along with the brand strength and stability of a Fortune 100 company with over 180 years of history.
• NYLIFE Securities LLCcoreChannel Partner/ Reseller/ DistributorNYLIFE Securities LLC is an affiliated registered broker-dealer (member FINRA/SIPC) and licensed insurance agency. Eagle investment adviser representatives recommend securities through NYLIFE Securities when acting as registered representatives, enabling distribution of non-proprietary mutual funds and other securities products.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Northwestern Mutual Investment Services: Investment advisory arm of Northwestern Mutual, a Fortune 500 mutual life insurer. Operates an almost identical model to Eagle Strategies: wholly owned subsidiary of a long-established mutual insurer, distributing holistic financial planning and proprietary insurance/annuity products through a captive financial advisor network.
• Cetera Financial Group: Large affiliated-advice RIA supporting thousands of independent financial advisors with holistic planning, broker-dealer execution, and insurance distribution — competing head-to-head for advisor recruits and affluent clients with Eagle Strategies' advisor-led, planning-first model.
• Ameriprise Financial: Public wealth management and advisory firm with ~10,000 advisors delivering comprehensive financial planning, investments, insurance, and retirement solutions to affluent and HNW clients — a directly comparable holistic-planning franchise.
• LPL Financial: Largest US independent broker-dealer/RIA platform, supporting ~22,000 advisors with planning tools, custody, and product access. Directly competes for advisor production and HNW household relationships with Eagle Strategies' captive advisor network.
• Cambridge Investment Research: Large independent broker-dealer/RIA supporting thousands of financial advisors with holistic planning, insurance, and retirement offerings — overlapping Eagle Strategies' advisor-led, multi-product distribution approach.
• Commonwealth Financial Network: Independent broker-dealer/RIA serving thousands of advisors with comprehensive financial planning, insurance, and wealth solutions — comparable in advisor-led HNW focus and product breadth to Eagle Strategies.
• Edward Jones: Large captive-advisor wealth management firm with ~20,000 branches and advisors providing holistic financial planning, retirement, and investment advice to mass-affluent and HNW households — directly comparable in scale and holistic planning focus.

Broad incumbents

• Merrill Wealth Management: Bank of America's wealth management division with ~16,000+ advisors delivering comprehensive advisory, brokerage, and trust services to HNW/UHNW clients — broader bank-affiliated incumbent competing for the same affluent segment.
• Raymond James Financial Services: Large diversified financial services holding company with affiliated advisor channel delivering holistic wealth planning, investment, and insurance products — broader incumbent with overlapping captive advisor model.
• Fidelity Wealth Management: Fidelity's wealth management franchise combines self-directed, advisor-led, and workplace retirement services at massive scale — a broader incumbent whose advisor-led Wealth Management segment directly competes for affluent and HNW households.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/eagle-strategies-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Eagle Strategies, LLC