Annuity Services
Annuity Services is a small, privately-held firm founded in 1990 in Spring Branch, Texas, that places annuities for retiring employees and participants of employer-sponsored retirement plans.
- Company typePrivate
- Founded1990
- HeadquartersSpring Branch, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Annuity Services does
Annuity Services is a privately-held, for-profit firm founded in 1990 and headquartered in Spring Branch, Texas. The company provides annuity placement services for retiring employees and participants of employer-sponsored retirement plans, functioning as an intermediary that connects plan participants with annuity products at or near the point of retirement. Its business model is consistent with an insurance brokerage or placement agency, where compensation is typically generated through commissions on placed annuity contracts sourced from carriers.
The firm operates with a very small footprint, reporting 1-10 employees, and maintains a single U.S. presence in Spring Branch. The company's website (annuityservicesinc.com) was inaccessible during data collection, displaying only a CAPTCHA verification page, which limits visibility into its current product set, pricing structure, technology stack, carrier relationships, and management team. No information was available regarding proprietary technology, distribution channels, marketing, certifications, or partnerships.
Given the absence of disclosed scale indicators — no customer logos, no revenue figures, no funding events, and no recent strategic activity in the source data — the company appears to be a long-running but small specialist in a niche retirement-services segment. The data does not support claims of growth momentum, technology differentiation, or strategic repositioning; evidence points to a stable, low-headcount operation continuing its core placement activity.
Annuity Services firmographics
Firmographics- Name
- Annuity Services
- Website
- https://annuityservicesinc.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Annuity Services is a small, privately-held firm founded in 1990 in Spring Branch, Texas, that places annuities for retiring employees and participants of employer-sponsored retirement plans.
- Ownership category
- akta.pro rank
Annuity Services industry classification
Industry- Product category
- Retirement Annuity Services
- NAICS
- Insurance Agencies and Brokerages (52421)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro industry
- Group Annuities (Employer/Institutional)Employer Retirement Plan Advisory (401(k)/Pension)Annuities & Investment-Linked Insurance Solutions (Retail)
Keywords
Where Annuity Services is headquartered
LocationHeadquarters
- HQ city
- Spring Branch
- HQ country
- United States
- HQ region
- North America
Markets served
Annuity Services business model
Business model- GTM type
- B2B
- Offering type
- Services
Annuity Services product offering
Product offeringCore offering
Annuity Services provides annuity placements for retiring employees and participants of employer-sponsored retirement plans. The firm facilitates the conversion of accumulated retirement balances into income annuities for individuals leaving employer-sponsored plans.
Product overview
Unable to extract product information. The source page displayed a verification/wait screen ("One moment, please... Please wait while your request is being verified") rather than company content.
Differentiator
Problem solved
Functional benefit
Products and services
- Annuity Placement Services
Companies that use Annuity Services
Customer profileIdeal customer profiles1 record
Annuity Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Annuity Services competitors and assessment
Company assessmentBroad incumbents
- Brighthouse Financial: A large annuity carrier specializing in protected retirement solutions, including group and retail annuities sold into employer plan rollovers; a counterparty for — and potential competitor to — placement intermediaries.
- Prudential Financial: Large life insurer and retirement-services provider with group annuity and pension-risk-transfer capabilities that compete directly with placement intermediaries targeting employer-plan participants.
- TIAA: Not-for-profit retirement services organization with deep employer-plan and annuity offerings, competing for the same retirement-decumulation placements targeted by Annuity Services.
- Empower Retirement: One of the largest U.S. retirement-plan recordkeepers, offering in-plan and post-separation annuity solutions to plan participants; competes with Annuity Services by integrating annuity placement directly into the plan-exit experience.
- Corebridge Financial: Major U.S. annuity and retirement-services provider offering group and individual retirement products, frequently competing in the in-plan and rollover annuity space that Annuity Services serves.
- Lincoln Financial Group: Insurance and retirement-services company with a strong annuity franchise and employer-plan relationships; serves the same retiring-employee annuity placement workflow as Annuity Services.
- Fidelity Investments: Major recordkeeper and annuity provider offering proprietary and third-party annuities to participants in employer-sponsored retirement plans, addressing the same retirement-decumulation need as Annuity Services.
- New York Life / MainStay: Large mutual life insurer offering annuity and retirement-income products sold through agents and into employer-plan rollovers, comparable to the placements Annuity Services arranges.
Emerging players
- Blueprint Income: An online annuity marketplace that helps retirement plan participants compare and buy annuities directly, overlapping with Annuity Services' placement activity but via a digital, self-service model rather than a placement intermediary.
- Annuity.com: An online annuity education and placement platform helping consumers evaluate and purchase annuities, competing for retirement-plan participant rollovers that Annuity Services also services.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks4 records
Key highlights3 records
Customer concentration
Annuity Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Annuity Services leadership team
Management profileNumber of profiles
Annuity Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Annuity Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Annuity Services
What does Annuity Services do?
Annuity Services provides annuity placements for retiring employees and participants of employer-sponsored retirement plans. The firm facilitates the conversion of accumulated retirement balances into income annuities for individuals leaving employer-sponsored plans.
When was Annuity Services founded?
Annuity Services was founded in 1990. It employs 1 to 10 people.
Where is Annuity Services based?
Annuity Services is headquartered in Spring Branch, United States, in the North America region.
Who are Annuity Services's main competitors?
Broad incumbents on record are Brighthouse Financial, Prudential Financial, TIAA, Empower Retirement, Corebridge Financial, Lincoln Financial Group, Fidelity Investments and New York Life / MainStay. Emerging players are Blueprint Income and Annuity.com.
Does Annuity Services have an API?
No public API is recorded for Annuity Services.
What industry is Annuity Services in?
Annuity Services's product category is Retirement Annuity Services. Its primary akta.pro industry code is FSAIACAI, Group Annuities (Employer/Institutional), with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 52421 and its SIC code is 6411.