Core Benefit Solutions
Core Benefit Solutions is an Atlanta-based employee benefits consultancy providing benefits design, compliance, and human resource outsourcing services to corporate employers across the Southeast, operating as part of Alera Group's national network.
- Company typePrivate
- Founded2007
- HeadquartersAtlanta, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Core Benefit Solutions does
Core Benefit Solutions (operating as CORE Benefit Solutions) is a private, Atlanta-headquartered employee benefits consultancy serving corporate employers across the Southeast United States. Founded in 2007 by Lisa Owen, the firm advises employers on benefits design, strategic planning, benefits administration, compliance, and human resource outsourcing, with sector coverage spanning nonprofit, technology, manufacturing, legal, and healthcare organizations. Lisa Owen remains Managing Partner with more than 20 years of industry experience, and the firm operates out of 1409 North Highland Ave, Suite B, Atlanta, Georgia 30306.
The company's service offering is organized around three tiers inherited and extended via its integration into Alera Group, Inc.: a core Employee Benefits Consulting practice plus Human Resource Outsourcing; an Optimized Solutions suite that includes Absence Management, Advanced Health Plan Strategies, Alternative Funding, Benefits Optimizer, Captive Solutions, International Benefits, the Lumity benefits administration platform, Pharmacy Management, Voluntary Benefits and Enrollment Solutions, and Wellbeing; and a Personal Partnerships layer covering Actuarial and Finance, Benefits Administration, Compliance, Communication and Engagement, PEO Solutions, Population Health and Data Analytics, and Total Program Management. The firm does not disclose a proprietary technology platform of its own; technology-enabled delivery rests on Alera Group infrastructure including Lumity. No AI/ML capabilities, APIs, or research-led product features are disclosed in available material.
Revenue is generated through professional services — primarily consulting fees and service contracts with corporate clients — under a quote-based, non-public pricing model. Go-to-market is direct enterprise field sales targeting business units across the firm's listed vertical segments, supported by top-of-funnel demand generation through webinars (on topics such as GLP-1s, Open Enrollment, and Compliance), thought-leadership content (Legal Alerts, benchmarking insights), and executive LinkedIn presence. The firm reports 11–50 employees, serves a regional Southeast client base from a single Atlanta office, and was acquired by Alera Group in 2026, continuing to operate under the Core Benefit Solutions brand as part of Alera's national employee benefits, property and casualty, retirement, and wealth management network.
Core Benefit Solutions firmographics
Firmographics- Name
- Core Benefit Solutions
- Legal name
- Core Benefit Solutions
- Website
- https://corebenefitsga.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Core Benefit Solutions is an Atlanta-based employee benefits consultancy providing benefits design, compliance, and human resource outsourcing services to corporate employers across the Southeast, operating as part of Alera Group's national network.
- Ownership category
- akta.pro rank
Core Benefit Solutions industry classification
Industry- Product category
- Employee Benefits Consulting
- NAICS
- Other Scientific and Technical Consulting Services (54169)
- SIC
- Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700), Services-Employment Agencies (7361)
- akta.pro primary industry
- Employee Benefits Brokerage & Consulting (FSAEADAC)
- akta.pro secondary industries
- Benefits Administration (BPACAPAC), Benefits Administration & Enrollment Support (BPAAAIAB), Compensation, Benefits & Total Rewards Advisory (BPACAJAG)
Keywords
Where Core Benefit Solutions is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Core Benefit Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Benefits Consulting Services: Professional consulting services providing employee benefits design, strategic planning, and benefits administration for employers. Revenue generated through consulting fees and service contracts with corporate clients.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Core Benefit Solutions product offering
Product offeringCore offering
Core Benefit Solutions provides employee benefits consulting, benefits administration, compliance services, and human resource outsourcing to corporate employers across the Southeast United States. Operating as a regional office of Alera Group, the firm helps employers design competitive benefits strategies, manage plan administration, and ensure regulatory compliance across industries including nonprofit, technology, manufacturing, legal, and healthcare.
Product overview
Core Benefit Solutions is an employee benefits consulting firm and part of Alera Group, offering a comprehensive suite of benefits-related services. The portfolio includes core consulting services for employee benefits strategy, compliance, and HR outsourcing, delivered through integrated service modules. Key offerings include Absence Management, Advanced Health Plan Strategies, Alternative Funding, Benefits Optimizer, Captive Solutions, International Benefits, Lumity (benefits administration platform), Pharmacy Management, Voluntary Benefits, Wellbeing programs, Actuarial and Finance, Benefits Administration, Communication and Engagement, Population Health and Data Analytics, and Total Program Management. The services are designed to help employers design competitive benefits strategies that support employee wellbeing and business objectives.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits Consulting Consulting services helping employers design competitive benefits strategies that support employee wellbeing and business objectives, including benefits administration and compliance support.
- Human Resource Outsourcing Outsourced HR services supporting benefits administration and human resources functions for employer clients.
Companies that use Core Benefit Solutions
Customer profileSegments6 records
Ideal customer profiles1 record
Core Benefit Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Core Benefit Solutions partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Alera Group, Inc.coreAlera Group acquired Core Benefit Solutions, integrating the company into its national network of employee benefits, property and casualty, retirement plans, and wealth management services. CORE Benefit Solutions operates as a regional office of Alera Group, gaining access to national collaboration resources, benchmarking data, and specialized expertise across multiple benefit solution areas.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
Core Benefit Solutions competitors and assessment
Company assessmentBroad incumbents
- Marsh McLennan: Global professional services firm offering insurance brokerage, risk advisory, and benefits consulting through Mercer and Marsh — competes in benefits strategy and brokerage at much larger scale.
- Brown & Brown: Public insurance brokerage holding company with national employee benefits capabilities; broader portfolio but overlapping in middle-market employer benefits and HR services.
- Aon: Global professional services firm with a substantial US employee benefits brokerage practice; serves large employers but competes indirectly in the same consulting and benefits administration space.
- WTW (Willis Towers Watson): Global advisory, broking, and solutions firm with a major benefits administration and consulting practice — competing for the same employer benefits dollar at larger scale.
Direct peers
- OneDigital: A large US employee benefits and HR consulting firm with a multi-vertical client base and similar service modules (benefits administration, compliance, voluntary benefits). Closely comparable in business model and customer segments to Core Benefit Solutions.
- USI Insurance Services: PE-backed national insurance and employee benefits brokerage with property & casualty, retirement, and wealth management lines — overlapping heavily with Core Benefit Solutions' product portfolio, including benefits consulting and HR outsourcing.
- Hub International: North American insurance brokerage offering employee benefits, commercial, and personal insurance with regional office model similar to Core Benefit Solutions' Atlanta-based setup.
- Lockton: Largest independent insurance brokerage in the US, providing employee benefits consulting, benefits administration, and HR advisory services across industries — directly comparable in offerings and customer mix.
- Alliant Insurance Services: National specialty insurance brokerage with deep employee benefits practice including actuarial, compliance, and benefits administration — competing for the same middle-market employer clients.
Others
- Alera Group: Parent company and aggregator of regional benefits and insurance firms including Core Benefit Solutions; broadly comparable as an aggregator but operates as the acquirer rather than a true peer competitor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Core Benefit Solutions social profiles
Digital presenceCore Benefit Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Core Benefit Solutions leadership team
Management profileNumber of profiles
Profiles1 record
Core Benefit Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Core Benefit Solutions 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 Core Benefit Solutions
What does Core Benefit Solutions do?
Core Benefit Solutions provides employee benefits consulting, benefits administration, compliance services, and human resource outsourcing to corporate employers across the Southeast United States. Operating as a regional office of Alera Group, the firm helps employers design competitive benefits strategies, manage plan administration, and ensure regulatory compliance across industries including nonprofit, technology, manufacturing, legal, and healthcare.
Is Core Benefit Solutions a public or private company?
Core Benefit Solutions is a private company. It is classified as corporate owned and is currently operating.
When was Core Benefit Solutions founded?
Core Benefit Solutions was founded in 2007. It employs 11 to 50 people.
Where is Core Benefit Solutions based?
Core Benefit Solutions is headquartered in Atlanta, United States, in the North America region.
How does Core Benefit Solutions make money?
One revenue line is on record: benefits Consulting Services.
Who are Core Benefit Solutions's main competitors?
Broad incumbents on record are Marsh McLennan, Brown & Brown, Aon and WTW (Willis Towers Watson). Direct peers are OneDigital, USI Insurance Services, Hub International, Lockton and Alliant Insurance Services. Alera Group is listed as an others.
Does Core Benefit Solutions have an API?
No public API is recorded for Core Benefit Solutions.
What industry is Core Benefit Solutions in?
Core Benefit Solutions's product category is Employee Benefits Consulting. Its primary akta.pro industry code is FSAEADAC, Employee Benefits Brokerage & Consulting, with a secondary code of BPACAPAC, Benefits Administration. Its NAICS code is 54169 and its SIC code is 8742.