Moreton & Company

What Moreton & Company does

Moreton & Company is a private brokerage services firm headquartered in Salt Lake City, Utah, that provides brokerage services to organizations across the Salt Lake Valley and nationally across the United States. Founded in 1910, the company has operated for over a century, placing it among the long-tenured brokerage firms in the Mountain West region. It employs between 101 and 250 people, consistent with a mid-sized commercial brokerage operation. The company's website domain (moreton.com) returned only a loader/verification page during data collection, limiting direct visibility into its product surface.

No specific product lines, carrier or partner affiliations, pricing model, revenue mechanics, or client segment mix are disclosed in the available source data. Management team, ownership structure, subsidiaries, funding history, and M&A activity are likewise absent from the source material. There is no disclosed technology stack, proprietary platform, certifications, or AI/ML capability. The firm's business model is implied, by industry convention, to be commission-based brokerage revenue, but this is not confirmed in the input.

The strategic intelligence on Moreton & Company is materially thin. With no disclosed financial data, headcount trend, product launches, geographic expansion, or leadership changes available, any investment thesis would require primary research — including client book composition, renewal economics, carrier relationships, and management interviews — to validate scale, growth direction, and competitive positioning within the regional and national brokerage landscape.

Name

Moreton & Company

Website

https://moreton.com

Company type

Private

Founded year

1910

Headcount range

101–250 employees

Short description

Moreton & Company is a private, 114-year-old brokerage services firm founded in 1910 and headquartered in Salt Lake City, Utah, serving organizations across the Salt Lake Valley and nationally with 101-250 employees.

Ownership category

akta.pro rank

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Moreton & Company provides brokerage services to organizations in the Salt Lake Valley and across the United States. Founded in 1910 and headquartered in Salt Lake City, the firm operates as a privately held brokerage with 101–250 employees, serving organizational clients with brokerage-related offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Brokerage Services

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Emerging players

• Acrisure: Tech-enabled, fast-growing insurance brokerage that has scaled rapidly via acquisitions. Comparable as a commercial brokerage peer, and a useful benchmark for how technology-driven brokerage models can compress costs and accelerate growth versus legacy players.

Direct peers

• Lockton Companies: World's largest privately held insurance brokerage, comparable in private status, relationship-led culture, and commercial brokerage focus. Useful as a peer benchmark for what scaled-up private brokerage operations can achieve.
• Hub International: Privately held insurance brokerage that grew via regional roll-ups, comparable in being private and in building a multi-region US footprint through acquisitions. Highly relevant given the shared playbook of consolidating fragmented regional brokerages.
• AssuredPartners: Privately held national insurance brokerage built largely through acquisitions of regional firms. Comparable to Moreton & Company in commercial P&C brokerage focus and in scaling a regional legacy firm into a national platform.
• Brown & Brown: National insurance brokerage firm with a similar mid-size, decentralized operating model and broad commercial client base. Comparable in product breadth (commercial insurance, employee benefits, risk management) and relationship-driven distribution, making it the closest functional analogue for a private commercial brokerage of Moreton & Company's profile.
• USI Insurance Services: Mid-to-large privately held insurance brokerage with a national footprint and broad commercial lines practice. Comparable in business mix, customer segment (mid-market and large commercial), and the use of proprietary tools to differentiate advisory services.

Broad incumbents

• Marsh McLennan: Global leader in insurance brokerage and risk advisory. Comparable in serving large commercial clients across brokerage, consulting, and advisory lines, though vastly larger in scale and product breadth.
• Aon plc: Global professional services firm offering insurance brokerage, reinsurance, and human capital solutions. Comparable in commercial insurance brokerage core, but much broader in scope and globally diversified.
• Arthur J. Gallagher & Co. Large publicly traded global insurance brokerage and risk management firm. Comparable in core product set and customer segments, but operates at much greater scale across risk management, claims, and consulting — useful as an incumbent benchmark.

Regional players

• Leavitt Group: Privately held insurance brokerage firm also headquartered in Utah, with operations across the Western US. Highly relevant regional peer given shared geography, private status, and similar commercial brokerage focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Moreton & Company