Wilde Wealth Insurance Services

What Wilde Wealth Insurance Services does

Wilde Wealth Insurance Services is an independent insurance agency headquartered in Chandler, Arizona (with operations in the Scottsdale area), operating under Arizona resident producer license #300186670 and licensed across 17 U.S. states. The firm is partner-owned and led by Taylor Whatcott (Partner, President), Zac Sorel (Partner, Vice President), and Blair Whatcott (COO), with a total headcount of approximately 6. The agency operates a multi-line insurance brokerage model, distributing personal insurance (home, auto, umbrella, condo, watercraft, RV, ATV, high-net-worth and luxury lines), life insurance (term, universal, indexed universal, joint, key person, buy-sell, executive bonus), business insurance (general liability, workers' comp, commercial property, commercial auto, cyber, D&O, EPLI, pollution, professional liability, BOP, and others), bonding and surety, and employee benefits on behalf of clients.

Wilde Wealth represents at least nine top-rated insurance carriers — American Modern, Chubb, CNA, Nationwide, Progressive, Safeco, The Hartford, Travelers, and USLI — and earns revenue through carrier commissions on placed and renewed policies rather than through proprietary underwriting or premium bearing. The go-to-market motion is sales-led: customers are acquired via the firm's SEO-optimized website (wildewealthinsurance.com), quote-request forms, phone consultations, and a Refer Friends and Family program, with in-person consultations at the Chandler headquarters for complex commercial and high-value personal accounts. The firm has built a notable vertical specialization in Arizona trade industries (pool contractors, hardscape, paving, pest control, appliance repair, HVAC, plumbing, electrical, landscaping, restaurants, manufacturing, healthcare practices), each with dedicated product and SEO pages.

There is no proprietary technology platform, no disclosed API, no app, and no AI/ML capability documented; the agency runs on traditional agency workflows with content marketing layered on top. No funding rounds, acquisitions, parent company, or institutional investors are disclosed, and revenue is not publicly reported.

Name

Wilde Wealth Insurance Services

Legal name

Wilde Wealth Insurance Services

Website

https://wildewealthinsurance.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Wilde Wealth Insurance Services is an independent, partner-owned insurance agency in Chandler, Arizona, distributing personal, business, and life insurance across 17 states through nine top-rated carriers, with vertical specialization in Arizona trade industries such as pool, hardscape, paving, and pest control contractors.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Personal Excess Liability (High-Net-Worth) (FSAJANAF)

akta.pro secondary industries

Personal Umbrella Insurance (FSAJANAA), Fine Art, Jewelry & Specie (FSAJAGAL), Specialty/Unique Item Coverage (Fine Art, Antiques, Pianos, Safes) (HSAKANAE)

Keywords

• Independent insurance agency
• Commercial insurance brokerage
• Personal lines insurance
• Life and disability insurance
• Surety and bonding services

Headquarters

HQ city

Chandler

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Infrastructure, Others

Revenue model

1. Insurance Agency Commissions: As an independent insurance agency, Wilde Wealth Insurance Services earns revenue through commissions paid by insurance carriers for policies placed on behalf of clients. The company represents multiple insurance carriers and receives commission-based compensation for each policy sold and renewed.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Wilde Wealth Insurance Services is an independent insurance agency that brokers personal, commercial, life, and surety insurance products on behalf of individuals, families, and small-to-medium businesses across Arizona and 15 additional licensed states. The agency represents multiple top-rated carriers and earns revenue through carrier commissions on policies placed and renewed. It provides consultative coverage design, ongoing policy servicing, and claims support across home, auto, life, disability, general liability, workers' compensation, professional liability, cyber, and specialized contractor industries.

Product overview

Wilde Wealth Insurance Services is an independent insurance agency that operates as a multi-product insurance brokerage, offering a comprehensive portfolio of personal, business, and life insurance products. The company does not develop a unified software platform but rather provides consultative insurance agency services across multiple product lines. Personal insurance products include home, auto, umbrella, condo, boat, motorcycle, RV, ATV, and specialty high-net-worth offerings (luxury home, luxury vehicle, fine art, custom home insurance). Life insurance products span term, universal, indexed universal, joint, key person, buy-sell agreement, and executive bonus life policies. Business insurance encompasses general liability, workers' compensation, commercial umbrella, commercial property, inland marine, commercial auto, pollution liability, professional liability, cyber liability, builders risk, contractors E&O, errors & omissions, BOP, commercial crime, employment practices liability, equipment breakdown, and directors & officers coverage. The company also offers bonding and surety products (bid bonds, performance bonds, contractor bonds) and employee benefits insurance. All products are distributed through the agency's consultative sales process working with multiple carrier partners, not through a self-service software platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Home Insurance Covers homes and belongings against damage or loss for Arizona homeowners.
• Auto Insurance Protects individuals, vehicles, and others on the road through personal auto coverage.
• Umbrella Insurance Extra personal liability coverage beyond standard homeowner/auto policy limits.
• Condo Insurance Protection for rental properties and tenant-related risks for condo owners.
• Boat Insurance Coverage for boats and watercraft.
• Motorcycle Insurance Coverage for motorcycles, scooters, and ATVs.
• RV Insurance Specialized protection for recreational vehicles.
• Flood Insurance Protection against flood damage for Arizona homeowners.
• High-Net-Worth Home Insurance Specialized coverage for high-net-worth homeowners.
• Fine Art Insurance Coverage for valuable art collections and pieces.
• Term Life Insurance Life coverage for a specified term period.
• Universal Life Insurance Permanent life insurance with flexible premiums.
• Disability Insurance Income protection in case of disability.
• Key Person Life Insurance Coverage protecting businesses against loss of key employees.
• Buy-Sell Agreement Life Insurance Funding for business succession planning.
• Executive Bonus Life Insurance Employer-funded life insurance bonus for key executives with tax advantages.
• General Liability Insurance Covers third-party injuries, property damage, and legal expenses for businesses.
• Workers' Compensation Insurance Provides coverage for employee injuries and medical expenses.
• Commercial Property Insurance Safeguards buildings, equipment, and inventory from damage or loss.
• Commercial Auto Insurance Protects company vehicles used for business operations.
• Commercial Umbrella Insurance Additional liability coverage above commercial policy limits.
• Cyber Liability Insurance Protects against data breaches, cyberattacks, and online threats.
• Professional Liability Insurance Covers claims of negligence, errors, or omissions in professional services.
• BOP Insurance Business Owner's Policy combining multiple commercial coverages into a single package.
• Builders Risk Insurance Coverage for buildings under construction.
• Inland Marine Insurance Coverage for equipment and tools transported between locations.
• Pollution Liability Insurance Coverage for pollution-related claims and environmental damage.
• Errors & Omissions Insurance Coverage for professional mistakes and oversights.
• Directors and Officers Insurance Protection for corporate leadership from lawsuits.
• Employment Practices Liability Insurance Coverage against workplace discrimination and harassment claims.
• Commercial Crime Insurance Protection against employee theft and fraud.
• Contractor Bonds Bonds required for contractor licensing.
• Bid Bonds Guarantees contractors can fulfill bid obligations.
• Performance Bonds Ensures contractors complete contracted work.
• Employee Benefits Insurance Group health, dental, vision, retirement, life, and disability benefits for employees.
• Swimming Pool Contractor Insurance Specialized bundle for Arizona pool contractors including general liability, pollution liability, commercial auto, equipment floaters, and pool popping coverage.

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core.

• American ModerncoreChannel Partner/ Reseller/ DistributorInsurance carrier partner providing specialty insurance products including manufactured home and specialty property coverage. Wilde Wealth represents American Modern to their clients.
• ChubbcoreChannel Partner/ Reseller/ DistributorMajor commercial and personal insurance carrier known for high-net-worth insurance solutions. Part of Wilde Wealth's carrier network for comprehensive coverage options.
• CNAcoreChannel Partner/ Reseller/ DistributorCommercial lines insurance specialist providing business owner's policies, professional liability, and small business coverage through Wilde Wealth's agency.
• Nationwide InsurancecoreChannel Partner/ Reseller/ DistributorLarge national insurance carrier offering personal and commercial insurance products distributed through Wilde Wealth's independent agency.
• ProgressivecoreChannel Partner/ Reseller/ DistributorMajor personal and commercial auto insurance carrier represented by Wilde Wealth for vehicle coverage needs.
• SafecocoreChannel Partner/ Reseller/ DistributorPersonal insurance carrier subsidiary of Liberty Mutual offering home, auto, and umbrella coverage through Wilde Wealth.
• The HartfordcoreChannel Partner/ Reseller/ DistributorEstablished insurance carrier providing business insurance, workers compensation, and employee benefits, distributed through Wilde Wealth's commercial lines offerings.
• TravelerscoreChannel Partner/ Reseller/ DistributorMajor commercial and personal insurance carrier offering comprehensive coverage options through Wilde Wealth's agency network.
• United States Liability Insurance Group (USLI)coreChannel Partner/ Reseller/ DistributorSpecialty insurance carrier focusing on small business and professional liability coverage, represented by Wilde Wealth for niche commercial insurance needs.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• World Insurance Associates: Growing national insurance brokerage acquiring independent agencies and offering personal, commercial, and benefits lines; same multi-carrier independent-agency DNA with significantly more scale and M&A activity.
• The Baldwin Group (formerly BRP Group): Large national insurance brokerage holding company operating independent agency platforms; comparable in business model (multi-carrier, multi-line agency) though at vastly greater scale and with broader specialty lines.
• Foundation Risk Partners: National independent insurance agency roll-up platform with commercial and personal lines across multiple carrier partners; comparable multi-line agency model operating via acquired regional agencies.
• HUB International: Major global insurance brokerage with a multi-carrier, multi-line model and a strong footprint in commercial and personal insurance; broader and deeper than Wilde Wealth, but same fundamental agency/brokerage mechanics.

Emerging players

• CoverHound: Digital insurance comparison platform distributing commercial and personal lines through agent partners; same multi-carrier distribution motion but with a digital-first customer experience that contrasts Wilde Wealth's traditional agency model.
• AssurePro / Smart Choice (SmartChoiceAgents): Independent-agent aggregator and contracting platform giving smaller producers access to multiple carrier appointments; serves the same type of small independent agency and competes for the same producer talent pool.
• Brown & Riding Insurance Services: Specialty insurance brokerage focused on niche commercial lines and excess & surplus placements; comparable to Wilde Wealth's specialty commercial focus but with deeper wholesale/specialty expertise.

Regional players

• AdvisorNet Insurance: Regional independent insurance agency offering personal, commercial, and life lines with multi-carrier appointments; comparable size and structure, though primarily focused on a different regional footprint.

Direct peers

• Brightway Insurance: Franchise-based independent insurance agency distributing personal and commercial lines across multiple carriers; same multi-carrier brokerage model with retail-agent distribution.
• Goosehead Insurance: Independent personal-lines agency with a multi-carrier model and franchise/employee producer structure; closely comparable in customer-facing broker motion, though Goosehead is much larger and franchise-driven.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wilde-wealth-insurance-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Wilde Wealth Insurance Services