W Financial Service
- Company typePrivate
- Founded2002
- HeadquartersPlainfield, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
W Financial Service firmographics
Firmographics- Name
- W Financial Service
- Legal name
- W Financial Services, Inc.
- Website
- https://wfinancialservices.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
W Financial Service industry classification
Industry- Product category
- Financial Advisory and Insurance Services
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where W Financial Service is headquartered
LocationHeadquarters
- HQ city
- Plainfield
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
W Financial Service business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Securities and Investment Advisory Services: Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Revenue generated through commissions and fees on investment products and financial planning services.
- Insurance Products: Insurance products including health insurance, life insurance, disability insurance, long-term care insurance, dental insurance, and property & casualty insurance. Revenue generated through insurance commissions.
- Financial Planning Services: Financial planning services including retirement planning, estate planning, tax planning, and employee benefits consulting. Revenue generated through advisory fees and service charges.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized financial programs based on individual client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
W Financial Service product offering
Product offeringCore offering
W Financial Services is an independent financial advisory and insurance brokerage firm that delivers investment products, financial planning, group benefits, and individual insurance solutions to individuals, families, and small-to-medium-sized businesses. Investment and advisory services are provided through an institutional affiliation with Osaic Wealth, Inc. (member FINRA/SIPC), and the firm supports clients with educational resources such as financial calculators, videos, articles, newsletters, and a tax library.
Product overview
W Financial Services is a financial services and insurance firm offering a comprehensive suite of services organized around four core areas: Investments (bonds, stocks, IRAs, annuities), Financial Planning (retirement, tax, estate planning), Group Benefits (health, life, disability insurance for employers), and Individual Insurance (health, life, disability coverage). The firm supplements these services with educational tools including financial calculators, videos, research articles, newsletters, flipbooks, and a tax library. The company operates through Osaic Wealth, Inc. for securities and investment advisory services, and holds FINRA registration with representatives licensed in FL, IL, MI, VA, and WI.
Differentiator
Problem solved
Functional benefit
Products and services
- Investments Investment products including bonds, common stock, 529 College Savings Plans, brokerage accounts, traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, Treasury bills, government securities, Treasury notes, and variable annuities. Designed for individuals and families building retirement, education, and wealth accumulation portfolios. Securities offered through Osaic Wealth, Inc.
- Financial Planning Comprehensive financial planning services including retirement planning, tax planning, 401(k) and 403(b) planning, college plans, estate plans, money purchase plans, and profit sharing plans. Designed for individuals, families, and small to medium-sized businesses seeking coordinated planning across life stages.
- Group Benefits Employee benefits packages for employer clients including health insurance, long-term and short-term disability, life insurance, dental insurance, self-funded plans, voluntary insurance, long-term care, vision, key man insurance, buy/sell agreements, 401(k), retirement plans, deferred compensation, and SEP/SIMPLE IRA plans. Designed for small to medium-sized businesses.
- Individual Insurance Personal insurance products for individuals and families including temporary health insurance, Medicare Supplement Plans, Medicare Part D, dental insurance, life insurance, and disability insurance.
- Health Insurance Services Individual and group health insurance services, including ACA exchange and off-exchange plans, enrollment support, and plan marketing. The firm is certified for Affordable Care Act health insurance both on and off exchange.
Companies that use W Financial Service
Customer profileSegments2 records
Ideal customer profiles2 records
W Financial Service technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
W Financial Service partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Osaic Wealth, Inc.coreSecurities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. This is the primary affiliated broker-dealer for the firm, providing the regulatory and custodial infrastructure for investment products and advisory services.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
W Financial Service competitors and assessment
Company assessmentBroad incumbents
- New York Life: Large mutual life insurer with a substantial career-agent channel selling life insurance, long-term care, annuities, and investment products. Comparable in offering integrated wealth + insurance solutions to individuals and small businesses.
- LPL Financial: Largest independent broker-dealer supporting RIAs and independent financial advisors across the U.S. Closely analogous to W Financial Services' Osaic Wealth-affiliated model, providing product, technology, and compliance infrastructure at scale.
- MassMutual (Massachusetts Mutual Life Insurance): Mutual insurer with deep financial advisory network offering life insurance, retirement, and investment products. Comparable to W Financial Services' insurance-heavy product mix and SMB group benefits focus.
- Cambridge Investment Research: Independent broker-dealer supporting ~4,000 financial advisors with investment, insurance, and advisory capabilities. Competes for the same small-/mid-sized advisory practice segment as W Financial Services.
- Northwestern Mutual: Major insurance-and-wealth hybrid with strong field-advisor presence in the Midwest. Highly comparable in combining insurance (life, disability, long-term care) with investment and financial planning services for individuals and business owners.
- Ameriprise Financial: Large independent-advisor network offering wealth management, retirement planning, insurance, and bank products. Closely mirrors W Financial Services' integrated advice + insurance model at much greater scale.
- Cetera Financial Group: Network of independent broker-dealer and RIA firms providing custody, compliance, and product support to small advisors. Relevant as a comparable infrastructure partner to Osaic Wealth for W Financial Services' model.
- Edward Jones: National brokerage with a similar mass-affluent, branch-localized model offering investments, financial planning, and insurance. Far larger footprint but competes head-to-head for the same individual investor and small-business client in Illinois.
Emerging players
- Hightower Advisors: Independent RIA platform that acquires and supports small advisory firms. Relevant comparable for W Financial Services' RIA-affiliated business model and a potential roll-up acquirer given the fragmented small-ria landscape.
Regional players
- Robert W. Baird & Co. Midwest-headquartered wealth management and investment firm with strong Illinois presence. Comparable to W Financial Services in target market (mass-affluent individuals and business owners in the Midwest) and in offering financial planning alongside investment products.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
W Financial Service social profiles
Digital presenceW Financial Service financial estimates
Financial estimateRevenue estimate
Valuation estimate
W Financial Service leadership team
Management profileNumber of profiles
Profiles6 records
W Financial Service funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
W Financial Service 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 W Financial Service
What does W Financial Service do?
W Financial Services is an independent financial advisory and insurance brokerage firm that delivers investment products, financial planning, group benefits, and individual insurance solutions to individuals, families, and small-to-medium-sized businesses. Investment and advisory services are provided through an institutional affiliation with Osaic Wealth, Inc. (member FINRA/SIPC), and the firm supports clients with educational resources such as financial calculators, videos, articles, newsletters, and a tax library.
Is W Financial Service a public or private company?
W Financial Service is a private company. It is classified as unknown and is currently operating.
When was W Financial Service founded?
W Financial Service was founded in 2002. It employs 1 to 10 people.
Where is W Financial Service based?
W Financial Service is headquartered in Plainfield, United States, in the North America region.
How does W Financial Service make money?
Three revenue lines are on record. Securities and Investment Advisory Services are the primary driver. The others are insurance Products and financial Planning Services.
Who are W Financial Service's main competitors?
Broad incumbents on record are New York Life, LPL Financial, MassMutual (Massachusetts Mutual Life Insurance), Cambridge Investment Research, Northwestern Mutual, Ameriprise Financial, Cetera Financial Group and Edward Jones. Hightower Advisors is listed as an emerging player. Robert W. Baird & Co. is listed as a regional player.
Does W Financial Service have an API?
No public API is recorded for W Financial Service.
What industry is W Financial Service in?
W Financial Service's product category is Financial Advisory and Insurance Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.