Van Epps

What Van Epps does

Van Epps LLC is a privately held client-side advisory firm headquartered in Roswell, Georgia, founded in 1994 to serve US banks and financial institutions with Bank Owned Life Insurance (BOLI) programs. The firm operates exclusively in the B2B institutional insurance space and is registered with the SEC, FINRA, and relevant state agencies, holding Level 1 Vendor status as defined by financial institutions. Its service portfolio spans three core areas: Insurance Advisory & Placement (since 1995), Financial Reporting & Policy Administration, and Compliance & Risk Management, covering separate account, hybrid, and general account BOLI structures.

The firm's technology backbone is a proprietary in-house Single Resource Administrative Platform that manages the full complement of inforce BOLI assets, including daily, monthly, quarterly, and annual reporting, portfolio risk weighting, stress analysis, counterparty credit and exposure analysis, and Basel III reporting support. All services are delivered in-house without third-party providers, and the firm has maintained continuous AICPA SOC 1 & 2 Type I & II certification since 2005, satisfying the security and control requirements of regulated bank clients.

Van Epps monetizes through fee-based professional services rather than commission products, with multi-year advisory and administration contracts and transparent compensation agreements. The firm positions itself as an independent client-side advocate with no carrier relationships, legacy service fees, or broker contracts, differentiating from commission-driven BOLI brokers. The customer base is concentrated in the US banking vertical, with no public revenue disclosures, no external funding, and headcount reported only as a band of 11-50 employees.

Name

Van Epps

Legal name

Van Epps LLC

Website

https://vanepps.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Van Epps LLC is a privately held Roswell, Georgia advisory firm founded in 1994 that provides fee-based BOLI placement, administration, and compliance services exclusively to US banks and financial institutions under SEC and FINRA registration.

Ownership category

akta.pro rank

Headquarters

HQ city

Roswell

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Advisory & Placement Services: Fees for advising clients and providing placement of BOLI programs for banks. The company operates on a transparent compensation model and does not sell commission products unless the client is fully aware of any embedded commissions and service fees.
2. BOLI Administrative Services: Ongoing administrative and financial reporting services for BOLI policies including daily, monthly, quarterly, and annual reporting, portfolio management, and compliance support.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Van Epps provides client-side advisory, placement, and administrative services for Bank Owned Life Insurance (BOLI) programs owned by U.S. banks and financial institutions. Services span separate, hybrid, and general account BOLI products and include pre-purchase assessments, regulatory compliance guidance, execution, continuous administration, and proactive risk management with daily, monthly, quarterly, and annual reporting.

Product overview

Van Epps provides a unified client-side advisory and BOLI administrative services platform for financial institutions. The company's offerings consist of three core service areas: Financial Reporting & Policy Administration, Insurance Advisory & Placement, and Compliance & Risk Management. These services support the management of separate account, hybrid, and general account BOLI products. All services are provided in-house without third-party providers, and the company operates as an independent advocate for clients without carrier relationships or legacy service fee conflicts.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Reporting & Policy Administration Client-side advisory and BOLI administrative services for financial institutions, including daily, monthly, quarterly, and annual reporting, portfolio risk weighting, stress analysis, counterparty credit analysis, Basel III reporting support, and audit administration.
• Insurance Advisory & Placement Placement of BOLI programs for banks covering separate, hybrid, and general account structures, offering unbiased review of insurance contracts, stable value agreements, investments, policy cost and structure analysis, mortality projections, and financial reports.
• Compliance & Risk Management Development of documented processes and procedures to meet internal and external regulatory requirements, with services supporting OCC-04-56 Guidance compliance and ongoing BOLI risk monitoring.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators2 records

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• USI Insurance Services: USI is a middle-market insurance brokerage and advisory firm providing property, casualty, employee benefits, and life insurance placement services to banks and other institutions. It serves the same institutional client segment as Van Epps with a broader product portfolio.
• Marsh & McLennan: Marsh is a global insurance broker and risk advisor serving large financial institutions with insurance placement and advisory services including BOLI-adjacent offerings. It is a broad incumbent operating at greater scale than Van Epps with overlapping client base.
• Aon: Aon is a global insurance brokerage and advisory firm that advises financial institutions on life insurance programs, including BOLI, alongside its broader portfolio of risk, retirement, and health solutions. It is a broad incumbent with overlapping capabilities to Van Epps but operates at vastly greater scale and breadth.
• Willis Towers Watson: WTW provides insurance brokerage, advisory, and risk management services to financial institutions globally, including BOLI and executive benefit consulting. It is a broad incumbent offering overlapping capabilities to Van Epps as part of a much larger portfolio.
• Brown & Brown: Brown & Brown is a large U.S. insurance brokerage that places life insurance programs for institutional buyers and provides risk and employee benefits advisory. It competes broadly in the same institutional insurance advisory space as Van Epps but from a much larger, diversified base.

Direct peers

• TigerRisk Partners: TigerRisk Partners is an independent reinsurance and insurance advisory firm serving insurers and financial institutions with strategic and risk advisory services. Its independence and institutional client focus parallel Van Epps's client-side advisory positioning.
• CBIZ: CBIZ provides insurance advisory, risk management, and financial advisory services to middle-market and small-cap organizations including financial institutions. It competes in the same institutional client-side insurance advisory space as Van Epps, particularly for banks needing BOLI-adjacent advisory work.
• Hylant: Hylant is a privately held insurance brokerage and risk management firm specializing in serving financial institutions and middle-market clients with property/casualty, life insurance, and benefits advisory. Its independent ownership and institutional focus parallel Van Epps's client-side advisory positioning.
• Milliman: Milliman is a global actuarial and consulting firm that advises insurers and financial institutions on life insurance products, capital, and risk management, including BOLI-related actuarial and reporting work. It overlaps directly with Van Epps's risk weighting, stress analysis, and Basel III reporting functions.
• Oliver Wyman: Oliver Wyman operates a large insurance and asset management consulting practice advising banks and insurers on regulatory, capital, and product strategy. It is directly comparable as a specialist advisor to financial institutions on BOLI-adjacent regulatory and risk topics.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/van-epps-llc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Van Epps