National Network of Accountants

What National Network of Accountants does

National Network of Accountants (NNA) is a privately-held financial services firm established in 1992 and headquartered in Syosset, New York, with affiliate offices in New York, Connecticut, Florida, and Tennessee. The company operates as a niche advisory practice delivering financial planning, captive insurance formation, premium financing, and wealth preservation services to two primary customer segments: CPA firms seeking to build planning infrastructure that extends their advisory relationships with clients, and high net worth individuals and business owners requiring estate planning, risk management, and tax-efficient wealth transfer solutions. NNA's wholly-owned subsidiary NNA Private Risk Management has formed over 400 captive insurance companies across 25+ industries, while its KANBAN Planning Center subsidiary codifies the firm's planning methodology.

The company's underlying technology is the Kanban Method — a visual workflow management framework applied to estate, business, and tax planning processes — which NNA uses to coordinate individual and business planning engagements for successful business owners. The product portfolio is organized around four core service lines: Protect Beneficiaries (life insurance and legacy planning), Captive Insurance Companies (risk retention and corporate capital access), Premium Financing (bank-financed large life insurance policies for HNW individuals ages 25-70), and Preserve Wealth (IRA protection and double-taxation mitigation). NNA also distributes a monthly newsletter and provides educational content to support its referral-based engagement model.

NNA generates revenue through professional service engagements with CPA firms and affluent individuals on a customized, non-publicly-disclosed pricing basis. The go-to-market is sales-led, relying on direct consultations scheduled through the company website, referral relationships with CPA firms, and a partner company network. The 2020 partnership with the State of Connecticut Insurance Department to educate CPA firms about captive insurance elevated NNA's profile in the captive insurance market, where the firm ranked #1 in percentage growth in formations in Connecticut according to the April 2021 Captive Review World Domicile Report. Revenue figures, headcount beyond the 1-10 range, funding history, and management team are not disclosed in available source material.

Name

National Network of Accountants

Legal name

National Network of Accountants

Website

https://nnaplan.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

1–10 employees

Short description

National Network of Accountants is a privately-held financial advisory firm that provides captive insurance formation, premium financing, estate planning, and wealth preservation services to CPA firms and high net worth individuals, operating across the Northeast and Southeast U.S. since 1992.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Captive insurance services
• Financial planning advisory
• Estate planning services
• Premium financing solutions
• Wealth preservation planning

Headquarters

HQ city

Syosset

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services for CPA Firms: Provides financial planning services, wealth management advisory, and planning infrastructure systems to accounting firms. Revenue derived from professional service engagements with CPA firms seeking to enhance client relationships and increase firm profitability.
2. Captive Insurance Services: Formation and management of captive insurance companies for businesses. Services include risk management consulting, insurance law guidance, captive accounting, and property/casualty insurance integration. Over 400 captives formed across 25+ industries.
3. Premium Financing: Premium finance strategy for wealthy individuals and business owners to finance premiums for large life insurance policies, providing alternative payment methods for permanent life insurance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

National Network of Accountants provides a step-by-step planning infrastructure system for CPA firms to integrate financial planning, estate planning, wealth preservation, and captive insurance services into their existing accounting practices. Through subsidiaries NNA Insurance Services Inc and NNA Private Risk Management, the firm has formed over 400 captive insurance companies across 25+ industries and offers premium financing and wealth preservation strategies for high net worth individuals.

Product overview

National Network of Accountants (NNA) is a financial services firm offering a unified suite of advisory and insurance services for CPA firms and high net worth individuals. The portfolio includes NNA Advisory Services for Accounting Firms (planning infrastructure systems), NNA Insurance Services Inc (using Kanban methodology), and NNA Private Risk Management (captive insurance formation). Core service offerings encompass Protect Beneficiaries, Captive Insurance Companies, Premium Financing, and Preserve Wealth services. The company also provides financial planning and distributes a monthly newsletter covering industry topics. All services are coordinated through a network of professionals with affiliate offices in New York, Connecticut, Florida, and Tennessee.

Differentiator

Problem solved

Functional benefit

Brands

• NNA Advisory Services for Accounting Firms: Provides step-by-step system to build planning infrastructure for CPA firms
• NNA Insurance Services Inc
• NNA Private Risk Management

Products and services

• NNA Advisory Services for Accounting Firms A step-by-step planning infrastructure system designed for CPA firms to build stronger client relationships and increase firm revenue while functioning as the most trusted advisor. Integrates with existing accounting services to enhance estate, business, and tax planning delivery.
• NNA Insurance Services Inc Insurance and planning services utilizing the Kanban Method of efficient planning, management, and workflow for estate, business, and tax planning industries. Visually tracks workflow processes to maximize efficiency with continuous improvement.
• NNA Private Risk Management Captive insurance company formation and risk management services with experience in over 400 captive formations across 25 industries. Integrates risk management, insurance law, captive accounting, and property and casualty insurance.
• Protect Beneficiaries Services Wealth preservation and legacy planning services for high net worth individuals, focusing on maximizing opportunities while protecting client wealth and passing on a legacy through life insurance leverage.
• Captive Insurance Companies Business risk management through disciplined risk retention and financing via captive insurance structures, providing access to corporate capital and potential tax savings for businesses.
• Premium Financing Strategy for wealthy individuals and business owners to finance premiums for large life insurance policies through bank financing, designed for healthy individuals ages 25-70 needing permanent life insurance coverage.
• Preserve Wealth Services IRA and retirement financial vehicle protection services that help heirs avoid double taxation and increase IRA value through innovative and creative estate planning techniques.
• Financial Planning Services Comprehensive financial planning providing knowledge, coordination of financial resources, and selection of institutions, products and services to increase wealth with principles including wealth recovery, velocity of money, strategy, and implementation.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered flagship, core and minor.

• State of Connecticut Insurance DepartmentflagshipStrategic or Co-development Partner · 21 April 2020Connecticut Insurance Department partnered with NNA and local accounting firms to expand the state's captive insurance market. Press release issued April 21, 2020. NNA ranked #1 in percentage growth in formations and #1 in net percentage growth according to Captive Review World Domicile Report April 2021.
• KANBAN Planning CentercoreStrategic or Co-development PartnerNNA and KCP have adopted the Kanban Method of efficient planning, management, and workflow. Kanban aims to help planners visualize workflow process and maximize efficiency with continuous improvement in the estate, business, and tax planning industries.
• NNA Private Risk ManagementcoreStrategic or Co-development PartnerAs an NNA company, NNA Private Risk Management has over a decade of experience assisting clients in building captive insurance companies. Experience in formation of over 400 captives representing 25+ industries, utilizing best practices in risk management, insurance law, and captive accounting.
• NNA Insurance Services InccoreStrategic or Co-development PartnerNNA Insurance Services provides advisory services for accounting firms with a step-by-step system to build planning infrastructure.
• Independent Captive AssociatesminorChannel Partner/ Reseller/ DistributorReferenced partner for captive insurance services, working with NNA in the captive insurance company formation process.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Withum: Top-30 US accounting and advisory firm with established wealth advisory, captive insurance, and estate planning practices serving HNW clients through CPA-channel distribution — closely mirrors NNA's CPA-firm-enabled advisory model.
• Captive Resources: Independent captive insurance management and consulting firm providing formation, feasibility, and ongoing management services — closely comparable in scope to NNA Private Risk Management's captive insurance practice.
• Marsh Captive Solutions: Marsh's captive insurance advisory arm provides captive feasibility, formation, and management services to mid-market and large enterprises — directly comparable to NNA Private Risk Management's captive formation offering, though operating at vastly greater scale.

Broad incumbents

• Hub International: North American insurance brokerage offering commercial, personal, and specialty insurance programs; comparable to NNA in captive and risk advisory offerings but at greater scale and broader geographic reach.
• USI Insurance Services: Large property/casualty and benefits brokerage with advisory capabilities for middle-market clients; overlaps NNA's risk management and insurance advisory service lines while serving a broader range of client segments.
• Brown & Brown: National insurance brokerage providing risk management, commercial insurance, and employee benefits; comparable to NNA on the insurance advisory and captive/risk management side, though not specialty-positioned in CPA-channel distribution.
• RSM US: Large US accounting and consulting firm offering wealth management, risk advisory, and insurance services to middle-market clients; competes with NNA for CPA-firm-internal advisory wallet share.
• Aon: Global insurance brokerage and advisory firm with a significant captive insurance consulting practice; overlaps with NNA across captive formation, risk management consulting, and HNW insurance advisory, but competes across a vastly broader portfolio.

Emerging players

• Plante Moran: Large US accounting and business advisory firm with growing wealth, estate, and risk advisory capabilities serving closely held businesses and HNW families — adjacent competitor to NNA's CPA-channel service stack.
• Risk Strategies: Specialty insurance brokerage and advisory firm focused on complex risks and middle-market clients; comparable niche positioning to NNA with broader specialty insurance capabilities but smaller than national incumbents.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 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 National Network of Accountants