What Beacon Research does

Beacon Research Publications, Inc. (operating as Beacon Research) is a private, US-based data intelligence company founded in 2001 that provides real-time annuity rate data and analytics to the financial advisory and insurance industries. Its primary platform, AnnuityNexus.com, delivers comprehensive fixed, indexed, and registered index-linked (RILA) annuity product data sourced from participating insurance companies, contracts, brochures, surveys, and publicly available state insurance filings. The platform enables users to compare products, track rate changes, and analyze product features through pre-programmed reports and customizable queries, serving an installed base of over 250,000 financial advisors.

The company operates a B2B subscription-based revenue model, generating income through recurring access fees to its annuity rate database and supporting analytical tools. Product offerings include the core AnnuityNexus Platform, the Fixed Annuity Market Statistics module, the Indexed Annuity Intelligence Center, and the Sales Support System, which provides sales desk and field-rep functionality for rapid competitive product comparison. Beacon Research serves three primary customer segments: financial advisors (primary), fixed annuity issuers, and fixed annuity distributors, addressing the pain point of fragmented and disconnected systems for annuity product evaluation.

Headcount stands at 11-50 employees, consistent with a lean, niche-focused operation. In June 2026, Beacon Research announced a strategic integration partnership with FIDx (Fiduciary Exchange LLC) to embed its real-time annuity rate data directly into the FIDx Insurance Exchange platform, extending distribution from standalone website access into embedded point-of-sale workflows for financial advisors. All data on the platform is copyrighted by Beacon Research Publications, Inc., and the company maintains strict redistribution restrictions, reinforcing its data-asset positioning.

Name

Beacon Research

Legal name

Beacon Research Publications, Inc.

Website

https://annuitynexus.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Beacon Research operates AnnuityNexus.com, a subscription-based annuity rate intelligence platform serving over 250,000 financial advisors with real-time data and comparison tools for fixed, indexed, and RILA annuity products sourced from participating insurers.

Ownership category

akta.pro rank

Product category

Annuity Market Intelligence Platform

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ)

Keywords

• Fixed annuity data
• Annuity rate intelligence
• Indexed annuity analytics
• Annuity market research
• Annuity comparison tools

Headquarters

HQ city

Northfield

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Subscription Data Access: Beacon Research operates a subscription-based model providing access to its annuity rate database. The platform AnnuityNexus.com requires login credentials and active subscription for detailed reports and data access. Multiple report types are available including Fixed Annuity Market Statistics, Indexed Annuity Rate Statistics, and various product comparison reports.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Beacon Research operates AnnuityNexus.com, a subscription-based web platform that delivers real-time annuity rate data and market intelligence covering fixed, indexed, and registered index-linked (RILA) annuity products. The platform enables financial advisors, fixed annuity issuers, and distributors to compare products, track rate changes, analyze product features, and run competitive sales support via pre-programmed reports and custom queries. Data is sourced from participating insurance companies, contracts, brochures, surveys, and publicly available state insurance filings.

Product overview

Beacon Research operates as a single unified product platform called AnnuityNexus, which provides comprehensive fixed rate and indexed deferred annuity market intelligence to financial advisors. The platform consists of the core AnnuityNexus web portal integrated with the Beacon Annuity Rate Dataset, supplemented by the Sales Support System module for competitive analysis. The offering includes Fixed Annuity Market Statistics and Indexed Annuity Intelligence data products, enabling advisors to compare products, track rate changes, and analyze features. The platform is accessible to over 250,000 advisors through subscription-based access with various reporting and search tools.

Differentiator

Problem solved

Functional benefit

Brands

• AnnuityNexus: The company's primary web platform providing comprehensive fixed rate and indexed deferred annuity information, product comparisons, and rate tracking tools.

Products and services

• AnnuityNexus Platform Web-based subscription platform providing comprehensive fixed rate and indexed deferred annuity information, enabling users to compare products, track rate changes, and analyze product features using pre-programmed formats or custom reports.
• Fixed Annuity Market Statistics

Quantifiable outcome

• Over 250,000 advisors currently use Beacon annuity data

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

One partnership is on record.

• FIDx (Fiduciary Exchange LLC)coreTechnology or Integration · 25 June 2026FIDx, an insurance technology platform, announced integration with Beacon Research to embed real-time annuity rate data directly into the FIDx Insurance Exchange platform used by financial advisors. The integration combines Beacon's annuity rate dataset covering fixed, indexed, and registered index-linked (RILA) products with FIDx's distribution workflow, eliminating the need for advisors to use multiple disconnected systems when evaluating annuity options.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Others

• LIMRA: LIMRA is an industry research and trade association for the financial services and insurance industries, providing market intelligence on annuity and retirement product sales. It is an adjacent data provider rather than a direct competitor to Beacon's advisor-facing subscription.

Broad incumbents

• iPipeline: iPipeline is a well-established insurance and annuity distribution technology platform serving carriers, advisors, and distributors. It overlaps with Beacon in providing data and workflow tools for annuity sales, but operates as a broader end-to-end platform rather than a focused data product.
• Morningstar Advisor Workstation: Morningstar provides research, data, and portfolio tools for financial advisors including some annuity product information. While it is a much broader data platform, its advisor workstation competes for the same subscription wallet share as Beacon.
• Insurance Technologies (FireLight): Insurance Technologies provides e-application, illustration, and point-of-sale solutions for annuities and life insurance. It overlaps with Beacon's distribution-layer use case through carrier and advisor workflow tools but offers broader insurance-tech functionality.

Direct peers

• FIDx (Fiduciary Exchange): FIDx is an insurance technology platform that recently integrated Beacon Research's annuity rate data into its Insurance Exchange. It is directly comparable as a distribution and workflow platform serving the same financial advisor audience for annuity product selection.
• Wink, Inc. Wink provides annuity and life insurance product intelligence, including sales concepts, competitive analysis, and market research, serving a very similar audience of financial advisors and insurance distributors. It is one of Beacon's closest direct competitors in annuity product data.
• AnnuitySpecs: AnnuitySpecs is a subscription-based annuity comparison and research platform for financial advisors, providing detailed product specifications and competitor analysis. It competes directly with Beacon's AnnuityNexus platform for the same advisor subscriber base.

Emerging players

• Canopy Financial: Canopy is a fintech platform providing financial advisors with practice management and client engagement tools, including some product comparison features. It serves the same advisor persona but with a broader product suite rather than a specialized annuity focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 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 Beacon Research