OneIndiana Financial Group

What OneIndiana Financial Group does

OneIndiana Financial Group is a privately held general insurance and financial services agency founded in 2015 by Drew Gore and headquartered in Indianapolis, Indiana. The firm operates as a general agency appointed with the insurance companies of OneAmerica Financial and distributes insurance products (life, annuities, long-term care) along with securities offered through OneAmerica Securities, Inc. It serves individuals, families, business owners, and farm owners across Indiana, Kentucky, and Florida through a network of 25+ career agents and 50+ brokers operating from offices in Indianapolis and Evansville (IN), Louisville (KY, branded OneInvest Financial Group), and Lutz/Tampa (FL, branded OneFlorida Financial Group). Core services include full-service financial planning, retirement planning, risk management, investments, long-term care protection, business planning, and farm continuation planning.

The firm does not operate a proprietary technology platform; its digital infrastructure is built on the standard FMG Suite content publishing system used widely across the independent advisor channel, and it offers clients a resource center of articles, calculators, and educational tools. There is no disclosed proprietary software, AI/ML capability, or differentiated technology stack beyond standard financial services tooling for insurance and securities processing.

Revenue is generated through commissions on insurance product distribution, advisory fees on securities and investment management through OneAmerica Securities, and professional services fees tied to comprehensive financial planning. The firm has no disclosed funding, no M&A activity, and no public financial reporting; ownership and operational control rest with founder Drew Gore. The firm has built its position through sustained top-tier performance within the OneAmerica network, winning the President's Trophy in 2017 and placing top 2-4 nationally in the Dayton Molendorp rankings every year from 2019 through 2024, with multiple individual advisors ranked #1 nationally within the OneAmerica system.

Name

OneIndiana Financial Group

Legal name

OneIndiana Financial Group

Website

https://oneindianafinancial.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

OneIndiana Financial Group is a privately held general insurance and financial services agency founded in 2015 in Indianapolis, distributing OneAmerica insurance and securities products through 75+ agents and brokers across Indiana, Kentucky, and Florida to individuals, families, business owners, and farm owners.

Ownership category

akta.pro rank

Headquarters

HQ city

Indianapolis

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Insurance Products Distribution: As a general agency appointed with the insurance companies of OneAmerica Financial, the firm earns commissions from the sale of life insurance, annuities, long-term care insurance, and other risk management products. Revenue is generated through commissions on new policies and trails on existing book of business.
2. Securities and Investment Advisory: Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor. The firm provides investment management, retirement planning, and wealth building services, generating revenue through advisory fees and transaction-based compensation.
3. Financial Planning Services: Comprehensive financial planning services including business planning, farm continuation planning, estate planning, and tax strategies. Revenue is generated as part of the overall advisory relationship.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

OneIndiana Financial Group is a general insurance and financial services agency appointed with the insurance companies of OneAmerica Financial. It sells life insurance, annuities, long-term care insurance, retirement plans, and securities, and delivers comprehensive financial planning to individuals, families, business owners, and farm owners through a network of more than 25 career agents and 50+ brokers across Indiana, Kentucky, and Florida.

Product overview

OneIndiana Financial Group operates as a general agency offering a unified suite of financial planning services. The firm is appointed with the insurance companies of OneAmerica Financial and provides comprehensive financial services through a network of over 25 career agents and 50+ brokers. The core product portfolio includes full-service financial planning, business planning, investments, risk management/life insurance, long term care protection, retirement planning, and farm continuation planning. These services are delivered through the company's own advisors as well as through affiliated brands OneInvest Financial Group and OneFlorida Financial Group, all leveraging OneAmerica insurance products.

Differentiator

Problem solved

Functional benefit

Brands

• OneIndiana Financial Group: Primary brand providing financial planning, risk management, investments, retirement planning, estate planning, and insurance services to individuals, families, and business owners through a network of general agents and financial professionals.
• OneFlorida Financial Group
• OneInvest Financial Group

Products and services

• Full-service Financial Planning Comprehensive financial planning service covering college planning, retirement planning, and new business ventures, with custom strategies for individuals, families, and business owners.
• Business Planning Financial planning services for business owners and employers, focused on supporting business success, employee benefits, and navigating operational challenges.
• Investments Investment management and advisory services to help clients build wealth over time with strategies aligned to their risk tolerance and financial goals.
• Risk Management (Life Insurance) Life insurance and risk management products distributed through OneAmerica Financial insurance companies to protect clients against unexpected financial events.
• Long Term Care Protection Insurance protection covering extended care situations, including nursing home care, in-home assistance, assisted living, and adult day care expenses.
• Retirement Planning Retirement income planning and distribution strategies to help clients avoid outliving their assets and maintain their desired lifestyle in retirement.
• Farm Continuation Planning Specialized succession and continuation planning services for agricultural operations and family farms.

Quantifiable outcome

• Top 4 firm in country with OneAmerica in 2024
• +4 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles2 records

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.

• OneAmerica FinancialcoreChannel Partner/ Reseller/ DistributorOneIndiana Financial Group is a general agency appointed with the insurance companies of OneAmerica Financial. This is the firm's primary distribution partnership, allowing them to offer a comprehensive portfolio of insurance and financial products including life insurance, annuities, retirement products, and risk management solutions. The partnership dates to the firm's founding in 2015.
• OneAmerica Securities, Inc.coreChannel Partner/ Reseller/ DistributorSecurities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. This partnership enables the firm to provide securities and investment advisory services to clients alongside their insurance products.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Cetera Financial Group: Independent broker-dealer network supporting financial advisors with wealth management, insurance, and advisory products. Comparable multi-product distribution platform serving individuals and small business owners through affiliated advisors.
• Securian Financial: Mutual insurance company distributing life insurance, annuities, and retirement products through affiliated financial professionals and agencies. Comparable carrier-affiliated general agency model with focus on individuals and business owners.
• New York Life: Large mutual insurer with a career-agent general agency system distributing life insurance, annuities, and long-term care. Comparable distribution model with agents offering comprehensive financial planning to individuals and business owners.
• Cambridge Investment Research: Independent broker-dealer supporting financial advisors with insurance, advisory, and wealth management solutions. Comparable independent distribution model for advisors serving mass-affluent and SMB clients.
• Guardian Life Insurance: Mutual insurer with a career agency system distributing life, disability, and wealth products through financial professionals. Comparable career-agent general agency model with comprehensive financial planning focus.
• Principal Financial Group: Diversified financial services firm distributing retirement, insurance, and investment products through financial advisors and employer channels. Comparable broad financial planning and small-business retirement/benefit offering.
• Northwestern Mutual: Field force of financial advisors distributing life insurance, disability income, and investment products. Comparable general agency / career-agent distribution model targeting individuals, families, and business owners with comprehensive planning.
• MassMutual General Agencies: Operates a national network of career-agent general agencies distributing life insurance, annuities, and wealth management products. Comparable to OneIndiana as an appointed general agency model selling carrier-branded products through a career-agent and broker channel.

Others

• OneAmerica Securities, Inc. Registered investment advisor affiliated with OneAmerica Financial through which OneIndiana channels its securities business. Not a direct competitor but the closest ecosystem partner and structural analogue given the shared carrier parent.

Direct peers

• Woodbury Financial Services: Independent broker-dealer and insurance agency supporting financial advisors with product shelf and back-office services. Comparable as a general agency platform offering insurance and investment products to advisors serving individuals and small businesses.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/oneindiana-financial-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 OneIndiana Financial Group