Weiner Benefits Group

What Weiner Benefits Group does

Weiner Benefits Group is a third-generation, privately held employee benefits and financial services consulting firm founded in 1938 and headquartered in Wilmington, Delaware. The firm operates through Weiner Benefits Group, LLC (insurance services) and WBG Financial (retirement and wealth management, with securities offered through Osaic Wealth Inc., member FINRA/SIPC) to serve employer groups, individuals and families, and Delaware nonprofit organizations across DE, FL, MA, MD, NJ, NY, PA, and VA.

The company's core product set spans five integrated lines: Employee Benefits (group medical, voluntary benefits, HR consulting), Retirement Plan Services (3(21)/3(38) fiduciary guidance, plan design, investment analysis, fee benchmarking, employee education), Individual Insurance Services (life, disability, health, Medicare supplements, long-term care, key-person and buy-sell), Individual Wealth Management (goal-based planning on the third-party MoneyGuide Elite platform, retirement planning, investment management, estate planning), and Nonprofit Insurance Services delivered through an exclusive partnership with DANA (Care for Good and Angle Health). Supporting the book is the WBG Webinar Hub, which produces educational content on Delaware regulatory mandates (EARNS ACT, Paid Family Leave) and alternative health benefits funding structures (ICHRA, self-funding, captives, consortiums).

Revenue is generated primarily through recurring insurance commissions on group and individual products and advisory fees on retirement plan and wealth management assets. Go-to-market is sales-led and relationship-driven, with consultative direct outreach to employers and individuals, complemented by industry involvement (Insurance Commissioner Advisory Board, DAHU, DESHRM, Delaware State Chamber of Commerce, CFMA) and educational webinars as the primary lead-generation channel. Pricing is quote-based and tailored to client requirements, with no publicly disclosed standard tiers. The firm reports a client base of 300+ employer groups and is positioned as one of the largest and oldest benefits consultancies in the Delaware region.

Name

Weiner Benefits Group

Legal name

Weiner Benefits Group, LLC

Website

https://weinerbenefitsgroup.com

Company type

Private

Founded year

1938

Operating status

Operating

Headcount range

11–50 employees

Short description

Weiner Benefits Group is a third-generation Wilmington, Delaware-based benefits and financial services consultancy founded in 1938, serving 300+ employer groups and individuals across eight Mid-Atlantic states with employee benefits, retirement plan, wealth management, and insurance services.

Ownership category

akta.pro rank

Product category

Employee Benefits and Insurance Brokerage

NAICS

Health and Welfare Funds (525120), Insurance and Employee Benefit Funds (5251)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Benefits Administration & Enrollment Support (BPAAAIAB)

Keywords

• Employee benefits consulting
• Retirement plan services
• Insurance brokerage
• Wealth management
• Group medical insurance

Headquarters

HQ city

Wilmington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Insurance Commission Revenue: Weiner Benefits Group earns commissions from selling and servicing insurance products including group medical insurance, individual life/disability/health insurance, Medicare supplements, long-term care, and voluntary benefits. Insurance services are offered through Weiner Benefits Group, LLC.
2. Investment Advisory Services: Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Revenue generated from retirement plan services, investment management, and wealth management advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Weiner Benefits Group is a full-service employee and financial benefits consulting firm that brokers group and individual insurance products, designs and services employer retirement plans, and provides individual wealth management. Core revenue is generated from insurance commissions (group medical, life, disability, Medicare supplements, long-term care, voluntary benefits) and from investment advisory fees on retirement plan and wealth management services delivered in conjunction with Osaic Wealth Inc.

Product overview

Weiner Benefits Group is a third-generation, full-service employee and financial benefits consulting firm established in 1938, serving over 300 employer group clients. The company operates as a unified portfolio of integrated service offerings rather than a single product with modules. The core offerings include Employee Benefits (group medical, HR consulting, voluntary benefits), Retirement Plan Services (fiduciary support, investment analysis, plan design, employee education), Individual Insurance Services (life, disability, health, Medicare), Individual Wealth Management (goal-based planning via MoneyGuide Elite, retirement planning, investment management), and Nonprofit Insurance Services (Care for Good and Angle Health programs for DANA members). The WBG Webinar Hub provides educational content supporting these service lines. Securities and investment advisory services are offered through Osaic Wealth Inc., while insurance services are offered through Weiner Benefits Group, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Employee Benefits Full-service employee benefits consulting for employer groups, including group medical insurance brokerage, human resource consulting, voluntary benefits, and compliance support designed to help employers attract and retain talent while managing cost and regulatory complexity.
• Retirement Plan Services Comprehensive retirement plan services for employer groups including fiduciary guidance, compliance support, investment options and analysis, plan design, fee benchmarking, target date fund consulting, and employee education and engagement.
• Individual Insurance Services Personal insurance brokerage for individuals and families, offering individual life insurance, disability income insurance, key-person insurance, buy-sell life insurance, individual health insurance, and Medicare supplements.
• Individual Wealth Management Personal wealth management services for individuals and families utilizing MoneyGuide Elite for goal-based financial planning, including retirement planning (rollovers and annuities), investment management with access to industry-leading managers, long-term care planning, education planning, and estate planning.
• Nonprofit Insurance Services Health insurance solutions exclusively for DANA (Delaware Alliance for Nonprofit Advancement) members, including Care for Good and Angle Health programs designed to reduce insurance cost volatility, increase control, and promote cost transparency for Delaware nonprofit organizations.

Quantifiable outcome

• Over 300 employer group clients served, positioning firm as one of the largest benefit firms in the region

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• DANA (Delaware Alliance for Nonprofit Advancement)coreStrategic or Co-development PartnerWeiner Benefits Group partners with DANA to offer two exclusive health insurance solutions for DANA members: Care for Good and Angle Health. These programs aim to reduce insurance cost volatility, increase control, and promote cost transparency for participating Delaware nonprofit members.
• Osaic Wealth Inc.coreChannel Partner/ Reseller/ DistributorSecurities and investment advisory services are offered through Osaic Wealth Inc., member FINRA/SIPC. Osaic Wealth provides the broker-dealer infrastructure for Weiner Benefits Group's investment and retirement advisory services.
• Care for Good and Angle HealthcoreTechnology or IntegrationHealth insurance programs exclusively available through Weiner Benefits Group's partnership with DANA, designed to provide alternative healthcare coverage at stable and predictable costs for Delaware nonprofit organizations.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Arthur J. Gallagher & Co. Gallagher is one of the largest global insurance brokerage and risk management firms, with a strong U.S. employee benefits and retirement consulting practice. Its Gallagher Benefit Services division directly overlaps with WBG's group benefits and retirement plan services.
• Brown & Brown, Inc. Brown & Brown is a publicly traded national insurance distribution platform with large employee benefits and retirement divisions. While much broader than WBG, it competes for the same Delaware and mid-Atlantic employer benefit accounts and represents the national incumbent WBG benchmarks against.
• Lockton Companies: Lockton is the world's largest independent (privately held) insurance brokerage, with deep employee benefits and retirement consulting capabilities. As a similarly private, relationship-driven firm, it is a structural comparable in culture and business model.
• Acrisure: Acrisure is a fast-growing, tech-enabled insurance brokerage that has rapidly consolidated regional agencies. Its employee benefits arm competes for the same mid-market employer clients WBG serves and represents a likely acquirer profile for regional brokerages.

Direct peers

• OneDigital: OneDigital is one of the largest employee benefits-focused brokerages in the U.S., serving mid-market employers with group benefits, retirement, and HR consulting. Like WBG, it operates a sales-led, relationship-driven model targeting employers that need bundled benefits and retirement services, making it the closest scale peer.
• Hilb Group: Hilb Group is a mid-Atlantic-based insurance brokerage with strong regional employer benefits practices. Geographically and operationally comparable to WBG, it competes for the same Delaware and mid-Atlantic employer group clients.
• USI Insurance Services: USI is a national insurance brokerage with a strong mid-market employee benefits and retirement practice. It competes directly for the same employer group clients WBG serves, with similar PROPEL-style advisory programs and carrier-neutral brokerage positioning.
• Hub International: Hub International is a large North American insurance brokerage built through regional acquisitions, offering employee benefits, retirement, and personal insurance. Its growth-by-acquisition model and mid-market employer focus make it a structural comparable to WBG.
• Patriot Growth Insurance Services: Patriot Growth is a private equity-backed rollup of regional insurance agencies focused on employee benefits and commercial insurance. Its strategy of acquiring regional brokerages mirrors the competitive pressure WBG faces and serves as a near-direct peer in scale and go-to-market.
• NFP (an Aon company): NFP is a mid-market-focused insurance brokerage and benefits consulting firm, now part of Aon. It serves employer groups with benefits, retirement, and individual planning—closely mirroring WBG's integrated service model at a larger scale.

Market position

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/weinerbenefits
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/weinerbenefitsgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 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 Weiner Benefits Group