What Wheatstone does

Wheatstone Benefits Group, LLC is an independent, full-service employee benefits, insurance, and consulting firm headquartered in Houston, Texas, operating as a privately held Texas limited liability company since 2008. The firm serves both employers and individuals, offering group programs in health, dental, vision, life and AD&D, short- and long-term disability, whole life, and voluntary worksite coverage, along with individual coverage in life, disability, long-term care, and annuities. Its consulting practice spans business, HR, healthcare, M&A, PEO, and employee benefits census engagements, with explicit expertise claimed across ERISA, ACA, HIPAA, and state insurance regulation.

Pricing is quote-based across all lines and is not publicly disclosed; client engagement combines a relationship-driven advisory motion with online quote request workflows per coverage line. The firm is a member of the National Association of Benefits and Insurance Professionals (NABIP) and the National Association of Insurance and Financial Advisors (NAIFA), and its headcount is reported in the 11-50 range with no disclosed funding, parent company, or institutional ownership.

The aggregated dataset also contains a substantial stream of technology, product, and GTM enrichment describing a broadcast audio equipment platform (WheatNet IP audio network, Blade 4 hardware, NAB Show product demonstrations) under the same Wheatstone name; per first-party source-precedence rules this enrichment is treated as describing a separate entity rather than the insurance firm and is excluded from the company description.

Name

Wheatstone

Legal name

Wheatstone Benefits Group, LLC

Website

https://wheatstonellc.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Wheatstone Benefits Group, LLC is an independent Houston-based employee benefits, insurance, and consulting firm serving Texas employers and individuals with group and individual coverage plus HR and benefits advisory services.

Ownership category

akta.pro rank

Product category

Employee Benefits Brokerage and Insurance Services

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industry

Benefits Administration & Enrollment Support (BPAAAIAB)

Keywords

• Employee benefits brokerage
• Group health insurance
• Insurance consulting
• Benefits administration
• HR consulting services

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Professional Audio Equipment Sales: Wheatstone generates revenue through the sale of professional broadcast audio equipment including Blade 4 access units, mix engines, and the WheatNet IP audio network infrastructure. Products are sold to broadcast stations, production facilities, and professional audio installers.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels2 records

Core offering

Wheatstone Benefits Group, LLC is an independent full-service employee benefits, insurance, and consulting firm based in Houston, Texas, that brokers group and individual insurance products (health, dental, vision, life, disability, long-term care, annuities) for employers and individuals, and provides business, HR, healthcare, and PEO consulting services. The firm advises clients on benefits strategy, regulatory compliance (ERISA, ACA, HIPAA), and long-term benefits planning.

Product overview

Wheatstone provides audio technology products for broadcast applications, centered around the WheatNet IP audio network platform. The product portfolio includes fourth-generation Blade 4 hardware components: I/O Blade 4 access units with dual Ethernet ports supporting hitless redundancy, and Blade 4 mix engines with dual synchronized engines featuring automatic failover. These products enable audio connectivity, mixing, and routing for broadcast and professional audio environments.

Differentiator

Problem solved

Functional benefit

Products and services

• Group Health Insurance Brokered group medical insurance plans tailored to employer workforces in Texas, providing employees with health coverage as part of an employer-sponsored benefits package.
• Group Dental Insurance Brokered group dental insurance plans offered to employer groups in Texas as part of their employee benefits programs.
• Group Vision Insurance Brokered group vision insurance plans offered to employer groups in Texas as part of their employee benefits programs.
• Group Short-Term and Long-Term Disability Insurance Brokered group short-term and long-term disability insurance plans that provide income protection to employees of Texas employer groups in case of illness or injury.
• Group Life & AD&D Insurance Brokered group life and accidental death and dismemberment insurance plans offered to employer groups in Texas.
• Group Whole Life Insurance Brokered group whole life insurance plans providing permanent life insurance coverage to employees of Texas employer groups.
• Group Voluntary Worksite Insurance Brokered group voluntary worksite insurance plans, including employee-paid supplemental coverage options offered through Texas employer groups.
• Individual Life Insurance Individual life insurance policies brokered to Texas consumers for personal income protection, family financial security, and estate planning.
• Individual Disability Insurance Individual disability insurance policies brokered to Texas consumers to replace income in the event of illness or injury.
• Long Term Care Insurance Long term care insurance policies brokered to Texas consumers to cover costs of extended care services such as nursing home, assisted living, or in-home care.
• Annuities Annuity products brokered to Texas consumers for retirement income planning and long-term financial security.
• Business Consulting Strategic business consulting services for Texas employers, supporting risk reduction, benefits optimization, and overall benefits strategy.
• HR Consulting HR consulting services for Texas employers covering human resources strategy, compliance, and people operations support.
• Healthcare Consulting Healthcare consulting services for Texas employers focused on healthcare benefits strategy, cost management, and plan optimization.
• M&A Services M&A benefits consulting services supporting Texas employers through benefits due diligence, integration, and transitions during mergers and acquisitions.
• PEO Consulting Consulting services for Texas employers evaluating, selecting, and managing Professional Employer Organization (PEO) relationships for co-employment and benefits administration.
• Employee Benefits Census Employee benefits census analysis services that compile and analyze workforce demographic data to inform benefits strategy, plan design, and carrier quoting for Texas employers.

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature2 records

Recent moves3 records

Expansion highlights3 records

Direct peers

• Hub International: North American insurance brokerage with strong employee benefits brokerage and consulting arm targeting middle-market employers — closely comparable service model.
• BenefitMall: Employee benefits broker and benefits administration platform serving small and mid-sized employers — overlaps with Wheatstone across group health, voluntary, and benefits administration.
• USI Insurance Services: Top-10 U.S. insurance brokerage with a dedicated Employee Benefits practice serving middle-market employers — same product set (group health, life, disability, voluntary) at greater scale.
• Leavitt Group: Regional, partner-owned U.S. insurance and benefits brokerage serving SMB and mid-market employers, comparable in culture, size, and benefits-led offering.
• Higginbotham: Texas-headquartered (Fort Worth) independent insurance and employee benefits brokerage serving employers across the South; comparable regional breadth, independent ownership, and employee benefits focus.
• OneDigital: Large independent U.S. benefits brokerage and HR consulting firm offering group health, retirement, and PEO advisory to mid-market employers — directly comparable in service mix and go-to-market to Wheatstone.
• FBMC Management Group: Third-party benefits administrator and employee benefits consultant — comparable operating model around benefits administration and employer advisory.

Broad incumbents

• Brown & Brown, Inc. Large U.S. insurance brokerage with substantial employee benefits and HR consulting capabilities — overlapping benefits distribution and consulting services.
• Arthur J. Gallagher & Co. Global insurance brokerage with significant employer benefits and HR consulting operations; broader portfolio but overlapping middle-market employer benefits work.
• Marsh McLennan (Mercer): Global consulting leader whose Mercer Health & Benefits practice competes for the same employer benefits mandates, representing the incumbent tier Wheatstone competes with on larger accounts.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Wheatstone