AssetSure

What AssetSure does

AssetSure, LLC is a privately held, nationwide property and casualty insurance agency and brokerage headquartered in West Chester, Pennsylvania, operating as part of the Harvey Insurance Group of Companies. Founded in 2017 and leveraging the parent group's 50+ years of P&C industry presence, the firm is licensed in all 50 U.S. states and places business through multiple global and national insurance carriers. Its core product portfolio spans Business Insurance, Family Office Insurance, Private Client (HNW personal lines) Insurance, and Financial Advisor partnership services, with additional vertical specialization in fitness/health clubs, outdoor recreation, real estate, and yacht/marine coverage.

The firm operates on a commission-based revenue model, earning carrier commissions on policies placed, with a consultative, sales-led go-to-market delivered through dedicated practice leaders for personal and commercial lines. Distribution combines direct consultative sales, inside sales via toll-free lines, online consultation requests, and a NexSure-powered client/producer portal for policy access and claims reporting. Customer segments are enterprise-weighted toward high-net-worth individuals, single and multi-family offices (including multigenerational wealth), and privately held businesses across real estate, healthcare, construction, legal, financial advisory, and M&A advisory verticals — with multiple named accounts at $250M-$1B+ AUM scale.

Operationally, AssetSure is a relationship-driven brokerage rather than a technology-led platform. The technical footprint centers on the third-party NexSure portal; there are no proprietary algorithms, APIs, or AI/ML capabilities disclosed. The leadership bench includes multi-decade P&C veterans and dedicated practice heads for personal, commercial, and family office lines, supporting the firm's positioning around concierge-level service, gap-analysis-driven coverage design, and embedded partnerships with financial advisors and wealth managers serving HNW clientele.

Name

AssetSure

Legal name

AssetSure, LLC

Website

https://assetsuregroup.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

AssetSure is a privately held, nationwide property and casualty insurance brokerage (founded 2017, part of the 50-year-old Harvey Insurance Group) that places business through multiple carriers for high-net-worth individuals, family offices, and privately held businesses across all 50 U.S. states via a consultative, commission-based model.

Ownership category

akta.pro rank

Headquarters

HQ city

West Chester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Brokerage Commissions: AssetSure operates as a licensed insurance agency and brokerage, earning commissions from insurance carriers for placing and managing insurance policies. They represent global private insurance companies and national carriers, earning revenue through commissions on property and casualty insurance policies placed for individuals, family offices, and businesses.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

AssetSure, LLC is a national property and casualty insurance agency and brokerage that places and manages insurance policies for high-net-worth individuals, family offices, privately held businesses, and financial advisors. The firm represents multiple global and national insurance carriers and delivers consultative, concierge-level insurance solutions spanning personal, commercial, specialty, and family office risk exposures across all 50 US states. Revenue is generated through insurance carrier commissions on policies placed.

Product overview

AssetSure is a national property and casualty insurance agency and brokerage offering a comprehensive portfolio of insurance solutions. The core offerings include Business Insurance, Family Office Insurance, Private Client Insurance, and Financial Advisor Insurance partnerships. These services are delivered through specialized sub-products targeting specific market segments including Fitness & Health Club Insurance, Outdoor Sport & Recreation Insurance, Real Estate Insurance, and Yacht & Marine Insurance. The company operates as part of the Harvey Insurance Group, leveraging 50+ years of industry experience to deliver tailored insurance strategies for high-net-worth individuals, family offices, businesses, and financial advisors across all 50 U.S. states.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Insurance Comprehensive commercial insurance solutions covering property, liability, and operational risks for privately held companies, family offices, and entrepreneurs across industries including automotive, biotech, construction, financial services, healthcare, manufacturing, real estate, restaurants, technology, and wineries.
• Family Office Insurance Tailored insurance solutions and strategic risk management for family offices, protecting multigenerational wealth, valuable assets, and business operations through coverage including professional liability, management liability, cybersecurity, real estate, and physical assets.
• Private Client Insurance Customized personal insurance solutions for high-net-worth individuals covering luxury homes, valuables, collectibles, yachts, private aviation, and lifestyle assets with concierge-level service.
• Financial Advisor Insurance Insurance partnership services for financial advisors and wealth managers, providing high-net-worth insurance planning support integrated with wealth management goals through white-glove service, including white-labeled options for advisory firms.
• Fitness & Health Club Insurance Specialized insurance coverage for gyms, health clubs, yoga and Pilates studios, tennis clubs, spas, wellness centers, boutique fitness studios, and fitness franchise operations, including general and professional liability, property, umbrella liability, workers' compensation, cyber liability, and employment practices liability.
• Outdoor Sport & Recreation Insurance Insurance for hunting and fishing lodges, rod and gun clubs, dude and guest ranches, glamping resorts, hunting preserves, outfitters, guides, and sporting clay clubs, with coverage including general and professional liability, property, commercial auto, workers' compensation, liquor liability, and environmental liability.
• Real Estate Insurance Strategic real estate investment insurance protecting luxury residential portfolios, commercial buildings, industrial sites, mixed-use developments, and municipal holdings, with coverage including property and casualty, builder's risk, general liability, business interruption, environmental liability, cybersecurity, and wrap-up insurance programs.
• Yacht & Marine Insurance Specialized marine coverage for pleasure yachts, high-performance vessels, executive mega yachts, and super yachts, including hull and engine settlement by agreed value or replacement cost, broadened liability, and marine environmental contamination protection.

Quantifiable outcome

• Clients report identifying and rectifying insurance gaps missed by previous brokers
• +1 more outcomes

Named customers7 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• Harvey Insurance Group of CompaniescoreOthersAssetSure is part of the Harvey Insurance Group of Companies, operating for 50 years as a National Property and Casualty Insurance Agency and Brokerage. This parent relationship provides operational infrastructure, industry relationships, and brand heritage.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• BMT Insurance Advisors: Mid-size specialty insurance brokerage; comparable because AssetSure's Commercial Insurance Practice Leader (William Higgins) previously served there, and BMT operates a similar model of tailored commercial and personal lines for businesses and high-net-worth clients across the Mid-Atlantic.
• Higginbotham: Employee-owned insurance brokerage serving businesses and individuals across commercial, personal, and employee benefits lines; comparable because of similar scale (several hundred employees), independent-brokerage structure, and broad-carrier representation targeting mid-market and niche segments.
• Hub International: Large independent insurance brokerage serving commercial, personal, and employee benefits clients; comparable because Hub International runs dedicated high-net-worth and family-office practices with national carrier access, closely paralleling AssetSure's positioning.
• IMA Financial Group: Employee-owned insurance and risk management firm serving commercial and personal clients; comparable because IMA's structure of independent brokerage with specialty commercial practices mirrors AssetSure's relationship-based, multi-carrier independent broker model.
• Alliant Insurance Services: Specialty insurance brokerage providing commercial and personal lines with strong middle-market and niche-segment focus; comparable because Alliant pursues specialty practices (including real estate, family office, and high-net-worth) with multiple-carrier placement and consultative service similar to AssetSure.
• Burns & Wilcox: Specialty wholesale brokerage and managing general agency serving high-net-worth personal lines and complex commercial risks; comparable because Burns & Wilcox focuses on specialty placements (luxury homes, collectibles, marine, outdoor sport) directly overlapping AssetSure's Private Client and sub-product lines.
• Holmes Murphy & Co. Independent insurance brokerage serving commercial, personal, and benefits markets with specialty practices including real estate, construction, and family-office services; comparable because Holmes Murphy operates a similar independent-brokerage structure with carrier-representation and niche-segment focus as AssetSure.

Emerging players

• RPS (Risk Placement Services): Specialty wholesale brokerage and insurance services firm providing placement for complex risks; comparable because RPS supplies specialty-placement capabilities (e.g., real estate, marine, outdoor recreation) that AssetSure also offers to its clients through wholesale relationships.

Broad incumbents

• USI Insurance Services: Large diversified insurance brokerage with broad personal-lines, commercial-lines, and employee-benefits practices; comparable as a broader-incumbent competitor pursuing HNW/family-office and specialty commercial niches that overlap with AssetSure's positioning.
• Marsh McLennan Private Client Services: High-net-worth personal-lines practice of global broker Marsh; comparable as a broader-incumbent with a dedicated HNW/private-client practice serving ultra-wealthy households with concierge service — competing head-on with AssetSure's Private Client Insurance offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights8 records

Customer concentration

• LinkedInlinkedin.com/company/harvey-insurance-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 AssetSure