Goodworks Financial Group

What Goodworks Financial Group does

GoodWorks Financial Group is a privately held holding and umbrella organization founded in 2011 and domiciled in the USA, consolidating a portfolio of financial services firms under a single corporate brand. Its stated portfolio includes Wheeler & Taylor (with heritage dating to 1871) and Invictus Underwriters (launched in 2022), and the group is described as providing insurance services, surety bonds for complex construction projects, real estate advice and management, alternative asset management, and customized risk management programs for both businesses and individuals. The company positions itself as a Top 100 Largest Property Casualty Insurance agency in the United States based on Insurance Journal data, while explicitly noting that it does not release financial metrics publicly.

The group's product surface is multi-line by design, spanning brokerage-style insurance and surety, advisory services in real estate, asset management, and bespoke risk programs that are said to be tailored to each client's profile. GoodWorks operates a direct go-to-market model with no disclosed channel partnerships or intermediaries: customer engagement runs through a website contact form, email ([email protected]), and phone appointments, and marketing emphasizes community engagement and social responsibility rather than performance or paid acquisition. Distribution is entirely domestic (USA), with no international operations referenced.

The business model and economics are not publicly disclosed: the firm states it does not release financial metrics, and there is no headcount, pricing, valuation, or funding information in the source data. No proprietary technology platform is described beyond standard SSL encryption for the website; there are no apps, APIs, integrations, patents, AI/ML systems, or published research. Ownership is privately held with no identified parent company, institutional investor, or private equity sponsor mentioned in the available sources.

Name

Goodworks Financial Group

Legal name

GoodWorks Financial Group

Website

https://goodworksfinancial.com

Company type

Private

Founded year

2011

Operating status

Operating

Short description

GoodWorks Financial Group is a privately held, USA-based umbrella organization founded in 2011 that consolidates multiple financial services firms, delivering insurance, surety bonds, real estate advisory, alternative asset management, and tailored risk management to business and individual clients.

Ownership category

akta.pro rank

Product category

Insurance and Financial Services

NAICS

Finance and Insurance (52)

SIC

Insurance Agents, Brokers & Service (6411), Surety Insurance (6351), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Surety & Bond Brokerage (FSAEADAI)

Keywords

• Insurance brokerage services
• Surety bond services
• Risk management consulting
• Property casualty insurance
• Alternative asset management

Headquarters

HQ city

Glastonbury

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

Distribution channels1 record

Marketing channels2 records

Core offering

GoodWorks Financial Group is an umbrella holding organization for a portfolio of financial services companies that deliver insurance brokerage, surety bonding for construction projects, real estate advice and management, alternative asset management, and tailored risk management programs. Operating subsidiaries include Wheeler & Taylor (founded 1871) and Invictus Underwriters (launched 2022). The group serves both business clients seeking an insurance partner and individuals with personal risk portfolios.

Product overview

GoodWorks Financial Group operates as an umbrella organization comprising a collection of financial services companies offering insurance services, surety bonds, real estate advice and management, alternative asset management, and customized risk management programs. The portfolio includes established sub-brands such as Wheeler & Taylor (founded 1871) and Invictus Underwriters (launched 2022). The companies function independently and collectively to provide comprehensive financial solutions with a focus on superior customer service and community responsibility.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Services Insurance brokerage services for businesses, providing coverage solutions tailored to client needs with professional handling and superior customer service through operating subsidiaries such as Wheeler & Taylor and Invictus Underwriters.
• Surety Bonds Surety bond offerings for complex construction projects, providing risk mitigation and performance guarantees for contractors and project owners.

Quantifiable outcome

• Ranked amongst Top 100 Largest Property Casualty Insurance agencies nationally

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves2 records

Expansion highlights3 records

Direct peers

• Brown & Brown: Large US insurance brokerage ranked on the Insurance Journal Top 100 P&C list, offering commercial and personal lines, surety, and risk management programs. Highly comparable as a multi-line agency competing for the same business customer base, with overlapping surety and risk management capabilities.
• Foundation Risk Partners: Privately held insurance brokerage that has grown via acquisition into a Top 50 P&C agency. Comparable as a privately held, multi-line commercial insurance brokerage competing for similar mid-market and enterprise business clients.
• Hub International: Privately held insurance brokerage ranked among the largest P&C agencies nationally, providing commercial insurance, surety, and risk management solutions. Directly comparable to GoodWorks in serving mid-market and enterprise business clients with property & casualty and surety bond products.
• Arthur J. Gallagher: Major insurance brokerage and risk management firm serving businesses across property & casualty, surety, and specialty lines. Comparable as a Top 100 P&C agency competitor with diversified commercial insurance offerings including surety bond capabilities.
• Burns & Wilcox: Specialty insurance and surplus lines brokerage within the H.W. Kaufman Group, focused on complex commercial risks including surety bonds. Directly comparable as a specialty brokerage competing for surety bond business in construction and complex commercial lines.
• USI Insurance Services: Privately held insurance brokerage serving mid-market businesses with property & casualty, surety, and risk management programs. Comparable as a privately held multi-line brokerage competing for the same Top 100 P&C positioning and commercial customer segments.
• Acrisure: Privately held insurance brokerage that has grown through acquisition to become a Top 10 P&C agency. Comparable as a fast-scaling private insurance holding company aggregating specialty insurance and surety capabilities under one umbrella.
• Lockton: Largest privately held insurance brokerage in the world, offering commercial insurance, surety, and risk management consulting. Comparable as a privately held agency serving businesses with P&C, surety, and tailored risk solutions.

Broad incumbents

• Aon: Global professional services firm offering insurance brokerage, reinsurance, risk management, and wealth consulting. Comparable as a broad incumbent serving business clients with overlapping insurance, surety, and risk management solutions at significantly larger scale.
• Marsh McLennan: Global insurance brokerage and risk advisory leader offering P&C, surety, reinsurance, and consulting across all customer segments. Comparable as a broad incumbent providing overlapping insurance brokerage and risk management capabilities at much larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries2 records

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 Goodworks Financial Group