The Impact Partnership
The Impact Partnership is a privately held Independent Marketing Organization (IMO) founded in 2011 and headquartered in Marietta, Georgia. It serves independent financial advisors with carrier access (48+ partners), in-house TV/radio/podcast production, marketing services, and a lead-conversion program.
- Company typePrivate
- Founded2011
- HeadquartersKennesaw, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What The Impact Partnership does
The Impact Partnership, LLC is a privately held Independent Marketing Organization (IMO) founded in 2011 and headquartered in Marietta, Georgia. The company serves independent financial advisors with an integrated offering that combines insurance product distribution through 48+ carrier partnerships (including Allianz, Prudential, Nationwide, Lincoln Financial, Pacific Life, Athene, Brighthouse, and Corebridge) with marketing, media, and practice development services. Its core platform pairs each advisor with a dedicated Advisor Marketing Director and access to specialists spanning brand strategy, digital marketing, event marketing, lead conversion (the proprietary Conversion Coach program), TV/radio/podcast production, and case design for annuities and life insurance. Adjacent offerings include a subscription-style advisor portal, recurring training summits (Practice Builder, Marketing Summit, Ops Summit, Life Builder, Tax Builder, Pinnacle Group), an Impactful Conversations podcast, and celebrity-driven experiences through Impact Destinations and Impact On Tour.
Underlying delivery assets are operationally heavy rather than technology-driven: Impact operates in-house TV and radio production studios at its Marietta headquarters, a content engine across podcasts and video series, and a martech stack integrating Google Analytics 4, Google Ads, Meta Pixel, LinkedIn Insight Tag, Salesforce/Pardot, and email automation platforms (Keap, Marketo, HubSpot, Mailchimp). The platform is accessible to existing advisors via impactpartneronline.com. The wholly owned subsidiary Impact Partnership Wealth (IPW) extends the offering into registered investment advisory services and was ranked 6th among Financial Planning's Top 20 Fastest-Growing RIAs with projected total AUM of $3.5B by 2026.
The revenue model combines override commissions from insurance carriers on policies placed by partner advisors with professional services and media production fees (radio, television, podcast, digital campaigns) paid by advisors under multi-year contracts. Pricing on the partnership side is structured with no upfront fee to join, while media and growth-plan fees vary by market and goals. The go-to-market is enterprise field sales supported by event-driven acquisition (Practice Builder, Impact Destinations, Impact On Tour) and an inside-sales motion through website lead capture and the 800-380-5040 sales line, targeting independent financial advisors seeking to scale beyond personal production. The company is founder/management-owned under CEO Thomas Zebley and President Tim Komis, with no disclosed institutional funding rounds.
The Impact Partnership firmographics
Firmographics- Name
- The Impact Partnership
- Legal name
- The Impact Partnership, LLC
- Website
- https://impactpartner.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- The Impact Partnership is a privately held Independent Marketing Organization (IMO) founded in 2011 and headquartered in Marietta, Georgia. It serves independent financial advisors with carrier access (48+ partners), in-house TV/radio/podcast production, marketing services, and a lead-conversion program.
- Ownership category
- akta.pro rank
Where The Impact Partnership is headquartered
LocationHeadquarters
- HQ city
- Kennesaw
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Impact Partnership business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Insurance Product Distribution: Impact Partnership generates revenue through commissions earned when their partner financial advisors sell insurance products (annuities, life insurance) from their carrier partners. As an IMO, they aggregate advisor distribution and earn override commissions from insurance carriers.
- Marketing and Media Services: Revenue is generated through fees for marketing services including radio, television, and podcast production, as well as digital marketing campaigns. The company offers turnkey media programs where advisors invest in their own marketing. Exact pricing varies based on market, goals, and growth plan.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Partnership model with no upfront fees |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels8 records
The Impact Partnership product offering
Product offeringCore offering
The Impact Partnership is an Independent Marketing Organization that provides integrated marketing, advertising, lead-conversion, and insurance distribution services to independent financial advisors. It bundles brand strategy, digital and event marketing, in-house TV/radio/podcast media production, lead conversion coaching, and access to insurance products from 48+ carriers, and operates a Registered Investment Adviser subsidiary (Impact Partnership Wealth) for wealth management.
Product overview
The Impact Partnership is an elite Independent Marketing Organization (IMO) for independent financial advisors, offering a unified platform that combines marketing services, media production, and insurance product access. The core platform centers on dedicated Advisor Marketing Directors who provide personalized strategy and campaign implementation. The service portfolio spans Brand Strategy and Digital Marketing (website, email, social media, paid advertising), Event Marketing with seminar support, and Lead Conversion with the proprietary Conversion Coach program. Impact Media serves as a sub-brand covering television, radio, and podcast production with in-house studios. Additional offerings include Practice Development operations support, Annuities & Life Insurance product access, and Impact Partnership Wealth for RIA services. The company also provides educational resources including guides (Conversion Coach Guide, ChatGPT Guide, seminar scripts, event guides), training events (Practice Builder, Marketing Summit, Ops Summit, Life Builder, Tax Builder, Seminar Bootcamp, The Pinnacle Group), and video/podcast content series.
Differentiator
Problem solved
Functional benefit
Brands
- Impact Partnership Wealth (IPW): Wealth management and RIA services subsidiary, recognized as one of the Top 20 Fastest-Growing RIAs with over $3.5B in total assets projected for 2026.
Products and services
- Brand Strategy
Quantifiable outcome
- Advisors have grown from $2.5M to $114M+ in production
- +3 more outcomes
Companies that use The Impact Partnership
Customer profileNamed customers10 records
Segments2 records
Ideal customer profiles1 record
The Impact Partnership technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability9 records
The Impact Partnership partnerships and signals
Strategic signalPartnerships
16 partnerships are on record, tiered core and minor.
- AllianzcoreInsurance carrier partner providing annuity and life insurance products distributed through Impact's network of independent financial advisors.
- American EquitycoreInsurance carrier partner providing annuity products distributed through Impact's advisor network.
- PrudentialcoreMajor insurance carrier partner providing life insurance and annuity products through Impact's distribution network.
- NationwidecoreInsurance carrier partner providing annuity and life insurance products distributed through Impact's advisors.
- Lincoln Financial GroupcoreInsurance carrier partner providing annuity and life insurance products through Impact's network.
- Pacific LifecoreInsurance carrier partner providing annuity and life insurance products distributed through Impact's advisors.
- American NationalcoreInsurance carrier partner in Impact's network providing various insurance products.
- John Hancock Life InsurancecoreLife insurance carrier partner distributed through Impact's independent advisor network.
- Global Atlantic Financial GroupcoreInsurance carrier partner providing products through Impact's distribution network.
- Mutual of OmahacoreInsurance carrier partner providing annuity and life insurance products through Impact.
- Caya Reconciliation MinistriesminorCharitable partner providing services to local families in need. Part of Impact's Impacting Lives charitable initiative.
- Goshen ValleyminorCharitable partner providing services for youth in foster care. Supported through Impact's Impacting Lives initiative.
- Turnaround KidsminorCharitable partner providing services to abandoned and abused children. Part of Impact's community giving program.
- CFVCminorCharitable partner providing services to those with intimate partner abuse. Supported through Impact's Impacting Lives charitable initiative.
- Market GuardcoreProvides proprietary investment models used by Impact Partnership Wealth (IPW) for creating tailored client experiences. Exclusive access to Market Guard models is part of IPW's differentiated RIA offering.
- FormulaFolio Investments, LLCminorReferenced in Impact's Terms of Use as a related entity. FormulaFolio Investments works with The Impact Partnership, LLC.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
The Impact Partnership competitors and assessment
Company assessmentDirect peers
- CreativeOne: CreativeOne is an Independent Marketing Organization offering financial advisors marketing services, practice development, and access to insurance carriers. Closely comparable to Impact's IMO-plus-marketing stack for independent advisors.
- FMG (Financial Media Group): FMG provides websites, email, and content marketing specifically for financial advisors. Directly comparable as a marketing-services platform targeting the same independent-advisor customer base as Impact.
- Advisor Websites / Twenty Over Ten: Twenty Over Ten (Advisor Websites) builds websites and digital marketing tools for financial advisors. Comparable to Impact's digital marketing and brand strategy offerings for the same persona.
- World Financial Group (WFG): WFG is an IMO offering insurance and investment products through independent agents with training and marketing support. Comparable as an IMO with carrier access and practice-development resources for a similar advisor persona.
Broad incumbents
- Osaic (formerly Advisor Group): Osaic is one of the largest US IMOs and wealth management firms, serving independent advisors with product access, marketing, and practice support. Comparable as a much larger, broad incumbent in the same IMO category Impact operates in.
- Cetera Financial Group: Cetera is a large network of independent broker-dealer and RIA firms offering practice management, marketing, and carrier access. Comparable as a broad incumbent serving a similar independent advisor customer with overlapping services.
- LPL Financial: LPL Financial is the largest US independent broker-dealer and RIA custodian providing product access, marketing resources, and practice management. Comparable as a broad incumbent in independent advisor services, though much larger and more diversified than Impact.
- Fidelity Investments (Independent Advisor Services): Fidelity's Independent Advisor Services division provides custody, technology, and practice resources to RIAs and independent advisors. Comparable as a broad incumbent serving the same independent-advisor buyer with overlapping services.
- Transamerica: Transamerica is a major insurance carrier that also distributes through IMOs and independent advisors, often providing its own marketing and lead programs. Comparable as a broad incumbent in the annuity/life distribution ecosystem where Impact operates.
Others
- Broadridge Financial Solutions: Broadridge provides technology and operations infrastructure for broker-dealers, RIAs, and insurance carriers. Comparable as an adjacent infrastructure and communications provider operating in Impact's financial-services ecosystem.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
The Impact Partnership social profiles
Digital presenceThe Impact Partnership compliance and trust
Trust signalCompliance2 records
The Impact Partnership financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Impact Partnership leadership team
Management profileNumber of profiles
Profiles11 records
The Impact Partnership subsidiaries and ownership
Company hierarchySubsidiaries1 record
The Impact Partnership funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Impact Partnership M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Impact Partnership
What does The Impact Partnership do?
The Impact Partnership is an Independent Marketing Organization that provides integrated marketing, advertising, lead-conversion, and insurance distribution services to independent financial advisors. It bundles brand strategy, digital and event marketing, in-house TV/radio/podcast media production, lead conversion coaching, and access to insurance products from 48+ carriers, and operates a Registered Investment Adviser subsidiary (Impact Partnership Wealth) for wealth management.
Is The Impact Partnership a public or private company?
The Impact Partnership is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Impact Partnership founded?
The Impact Partnership was founded in 2011. It employs 101 to 250 people.
Where is The Impact Partnership based?
The Impact Partnership is headquartered in Kennesaw, United States, in the North America region.
How does The Impact Partnership make money?
Two revenue lines are on record. Insurance Product Distribution is the primary driver. The others are marketing and Media Services.
Who are The Impact Partnership's main competitors?
Direct peers on record are CreativeOne, FMG (Financial Media Group), Advisor Websites / Twenty Over Ten and World Financial Group (WFG). Broad incumbents are Osaic (formerly Advisor Group), Cetera Financial Group, LPL Financial, Fidelity Investments (Independent Advisor Services) and Transamerica. Broadridge Financial Solutions is listed as an others.
Does The Impact Partnership have an API?
No public API is recorded for The Impact Partnership.