GFB Consultores
GFB Consultores is a privately held financial advisory firm in Guadalajara, Mexico, that operates as a representative of New York Life México, distributing insurance, estate, savings, investment, retirement, and health products to individuals, families, and businesses through a direct consultant network.
- Company typePrivate
- Founded1948
- HeadquartersGuadalajara, Mexico
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What GFB Consultores does
GFB Consultores is a privately held financial advisory firm domiciled in Guadalajara, Jalisco, Mexico, that operates as a representative firm of New York Life México. Its core activity is the distribution of New York Life's financial products through a team of personal financial consultants who provide one-on-one advisory engagements to individuals, families, and corporate clients. The firm has operated in Mexico for over 76 years under the New York Life brand, with its stated mission centered on helping Mexican families achieve financial security.
The firm offers a six-pillar product portfolio: Empresarial (key person insurance, Intersocios partnership coverage, employee benefits/Previsión Social), Patrimonial (estate and heritage succession planning), Ahorro (savings instruments with disability protection), Inversión (managed investment portfolios), Retiro (retirement planning), and Salud (health and medical expense coverage). Pricing is not publicly disclosed; services are scoped per client through personalized consulting engagements rather than standardized packages.
The business model is commission-based: GFB Consultores earns commissions on the insurance and financial products it places with end clients, with revenue mechanics tied directly to New York Life México's product shelf. Distribution is conducted via a direct consultant network with face-to-face advisory sessions, supported by a corporate website (gfbconsultores.com) as the principal digital presence. Geographically, the firm is concentrated in the Jalisco market with a single headquarters and no disclosed multi-city footprint.
GFB Consultores firmographics
Firmographics- Name
- GFB Consultores
- Legal name
- GFB Consultores
- Website
- https://gfbconsultores.com
- Company type
- Private
- Founded year
- 1948
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- GFB Consultores is a privately held financial advisory firm in Guadalajara, Mexico, that operates as a representative of New York Life México, distributing insurance, estate, savings, investment, retirement, and health products to individuals, families, and businesses through a direct consultant network.
- Ownership category
- akta.pro rank
GFB Consultores industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industry
- Mid-Market Commercial Package (Package Policies) (FSAJAFAB)
Keywords
Where GFB Consultores is headquartered
LocationHeadquarters
- HQ city
- Guadalajara
- HQ country
- Mexico
- HQ region
- Latin America
Offices1 record
Markets served
GFB Consultores business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure
Revenue model
- Insurance and Financial Products Commission: As a representative firm of New York Life México, GFB Consultores generates revenue through commissions on financial products including life insurance, retirement plans, investment products, health insurance, and business succession planning solutions. The firm offers personalized financial advisory services across multiple product categories including key person insurance, shareholder agreement solutions (Intersocios), social security benefits, estate planning, savings instruments, investment portfolios, and health/gas medical expense coverage.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
GFB Consultores product offering
Product offeringCore offering
GFB Consultores is a financial advisory firm operating as a representative of New York Life México that delivers personalized financial planning and insurance distribution across six core solution areas: business protection (key person insurance, partner/shareholder solutions, employee benefits), heritage/estate planning, savings instruments, investment portfolios, retirement planning, and health/medical expense coverage. Services are delivered to both business owners/corporates and individual/family clients through certified financial advisors in Mexico.
Product overview
GFB Consultores is a representative firm of New York Life México offering personalized financial advisory services through a unified portfolio of integrated financial products. The firm provides enterprise solutions (Key Person insurance, Intersocios partnership coverage, Employee Benefits), heritage planning, savings instruments, investment portfolios, retirement planning, and health/medical coverage. These products work together as a comprehensive financial protection ecosystem, with the core platform centered on financial protection and wealth management for individuals, families, and businesses throughout Mexico.
Differentiator
Problem solved
Functional benefit
Products and services
- Hombre Clave (Key Person Insurance) Insurance solution that protects businesses against the financial consequences of losing a person critical to operations; targets Mexican business owners and companies seeking continuity protection.
- Intersocios (Partner/Shareholder Continuity Solutions) Financial solutions for partners and shareholders that structure continuity, buyout, and exit arrangements within partnerships and closely held companies; targets Mexican business partners and shareholders.
- Previsión Social (Employee Benefits / Social Welfare) Employee benefits and social welfare program design and implementation for companies seeking to attract and retain talent; targets Mexican employers and HR/finance decision-makers.
- Patrimonial (Heritage / Estate Planning) Heritage and estate planning services that help individuals and families structure the transfer of assets and protect patrimony across generations; targets Mexican individuals and families.
- Ahorro (Savings Programs) Structured savings solutions designed to help individuals and families build disciplined, long-term savings; targets Mexican individuals and families seeking to accumulate capital.
- Inversión (Investment Solutions) Investment advisory and portfolio solutions tailored to client objectives and risk profile; targets Mexican individuals and families seeking to grow wealth through investment products.
- Retiro (Retirement Planning) Retirement planning solutions that help individuals prepare financially for life after active employment; targets Mexican individuals and pre-retirees/families.
- Salud (Health / Medical Expense Coverage) Health and major medical expense coverage solutions that protect individuals and families against high-cost medical events; targets Mexican individuals and families seeking health-related financial protection.
Companies that use GFB Consultores
Customer profileSegments6 records
Ideal customer profiles2 records
GFB Consultores technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
GFB Consultores partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- New York Life MéxicocoreGFB Consultores is a representative firm of New York Life México. The firm represents and distributes New York Life insurance and financial products, providing financial protection and advisory services to Mexican families. GFB Consultores operates under the New York Life brand to deliver life insurance, investment, retirement, and health products.
Scale indicators1 record
Recent moves3 records
Expansion highlights1 record
GFB Consultores competitors and assessment
Company assessmentBroad incumbents
- AON Mexico: Global insurance brokerage and advisory with significant Mexico operations, particularly strong in corporate benefits, Key Person, and partnership structures — overlaps GFB's Empresarial segment.
- GNP Seguros: One of Mexico's largest P&C and life insurers with a broad agent/broker distribution network and full multi-line product portfolio — broadly competes for the same agent distribution customers.
- Seguros Monterrey New York Life (historical): Long-established Mexican life insurer historically tied to NYL, now part of the same parent ecosystem; comparable in delivering retirement, life, and wealth-solutions products through advisory channels.
Direct peers
- Sura Mexico: Mexican insurance and financial advisory firm offering life, savings, retirement, and investment products through agent networks — directly comparable in product breadth and advisory-led GTM.
- Principal Financial Group Mexico: Global retirement and investment firm with Mexican operations offering savings, retirement, and group benefits through advisor-led distribution — overlaps GFB's Ahorro, Retiro, and Empresarial pillars.
- Plan Seguros: Mexican life insurance carrier with a strong agent-led distribution model focused on life, savings, and retirement products — competes head-to-head in the same individual-protection niches GFB Consultores serves.
- Old Mutual Mexico (Skandia Mexico): Wealth management and life insurance advisory in Mexico serving individuals and businesses across savings, retirement, and estate planning — directly comparable to GFB's Patrimonial and Inversión offerings.
- New York Life Mexico (direct agency network): The principal carrier whose products GFB Consultores distributes, with a parallel network of representative firms across Mexico offering the same product suite via the same relationship-led model.
Regional players
- Grupo Profuturo (BBVA pension affiliate): Mexican pension/AFORE-adjacent wealth manager offering individual retirement and savings products via advisor distribution — overlaps GFB's retirement and savings pillars.
Emerging players
- Ve por Más (Grupo Financiero): Independent Mexican wealth/investment advisory serving affluent individuals and families — adjacent competitor in the Inversión and Patrimonial segments where GFB Consultores operates.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
GFB Consultores social profiles
Digital presenceGFB Consultores financial estimates
Financial estimateRevenue estimate
Valuation estimate
GFB Consultores leadership team
Management profileNumber of profiles
GFB Consultores funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
GFB Consultores 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 GFB Consultores
What does GFB Consultores do?
GFB Consultores is a financial advisory firm operating as a representative of New York Life México that delivers personalized financial planning and insurance distribution across six core solution areas: business protection (key person insurance, partner/shareholder solutions, employee benefits), heritage/estate planning, savings instruments, investment portfolios, retirement planning, and health/medical expense coverage. Services are delivered to both business owners/corporates and individual/family clients through certified financial advisors in Mexico.
Is GFB Consultores a public or private company?
GFB Consultores is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was GFB Consultores founded?
GFB Consultores was founded in 1948. It employs 51 to 100 people.
Where is GFB Consultores based?
GFB Consultores is headquartered in Guadalajara, Mexico, in the Latin America region.
How does GFB Consultores make money?
One revenue line is on record: insurance and Financial Products Commission.
Who are GFB Consultores's main competitors?
Broad incumbents on record are AON Mexico, GNP Seguros and Seguros Monterrey New York Life (historical). Direct peers are Sura Mexico, Principal Financial Group Mexico, Plan Seguros, Old Mutual Mexico (Skandia Mexico) and New York Life Mexico (direct agency network). Grupo Profuturo (BBVA pension affiliate) is listed as a regional player. Ve por Más (Grupo Financiero) is listed as an emerging player.
Does GFB Consultores have an API?
No public API is recorded for GFB Consultores.
What industry is GFB Consultores in?
GFB Consultores's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAJAFAB, Mid-Market Commercial Package (Package Policies). Its NAICS code is 52421 and its SIC code is 6411.