RoseMark Advisors

What RoseMark Advisors does

RoseMark Advisors, Inc. is a New York-registered investment adviser founded in 2013 by Dan Weber that operates as the exclusive provider of financial planning services for members of the Association of Mature American Citizens (AMAC). The firm delivers a holistic advisory platform spanning life insurance (Term, Whole, Universal, and Guaranteed Acceptance products underwritten by United of Omaha Life Insurance Company), annuities (Fixed, Variable, Equity Indexed), long-term care insurance (traditional, asset-based, and hybrid), ETF-based investment management, IRA rollover services, estate planning, and business continuity planning. Its core technology is limited to a financial advisory services platform with proprietary Long-term Care Software for personalized planning; the firm does not operate a consumer-facing app and relies on relationship-based advisory engagement rather than a software product.

RoseMark monetizes primarily through recurring advisory fees on investment management and financial planning engagements, supplemented by commissions or marketing fees on insurance and annuity placements via carrier partners. Pricing is not publicly disclosed; engagements are quote-based following a complimentary cashflow analysis. The go-to-market is sales-led and community-anchored, leveraging AMAC's magazine and member communications, a website with quote-request forms, and phone-based inside sales (1-888-730-6565). Customers are overwhelmingly individual AMAC members aged 45-85, with a secondary segment of small business owners seeking succession and continuity planning. The firm is privately held with no disclosed institutional investment, no headcount disclosed beyond a small visible advisor team, and no reported acquisitions, funding rounds, or geographic expansion.

Name

RoseMark Advisors

Legal name

ROSEMARK ADVISORS, INC

Website

https://rosemarkadvisors.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

RoseMark Advisors is a New York-registered investment adviser founded in 2013 that exclusively provides financial planning, life insurance, annuities, long-term care, IRA rollover, and ETF-based investment services to members of AMAC (Association of Mature American Citizens).

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

Keywords

• Financial planning services
• Retirement planning
• Life insurance products
• Long-term care insurance
• Investment advisory

Headquarters

HQ city

Bohemia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: RoseMark Advisors is a registered investment adviser providing financial planning and advisory services. As a registered investment adviser, revenue is generated through advisory fees for financial planning services and portfolio management.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

RoseMark Advisors provides holistic financial planning and investment advisory services to AMAC members, including retirement planning, life insurance, annuities, long-term care insurance, ETF-based investment management, IRA rollover assistance, and business continuity planning. The firm operates as a registered investment adviser with fiduciary duty, delivering individualized advisory services through direct advisor engagement from its Bohemia, NY headquarters.

Product overview

RoseMark Advisors offers a comprehensive suite of financial planning services as a single integrated advisory platform. The core offering consists of life insurance products (Term, Whole, Universal, and Guaranteed Acceptance through United of Omaha), annuities (Fixed, Variable, and Equity Indexed), long-term care insurance solutions, and ETF-based investment management. Additional services include IRA rollover assistance, retirement planning, estate planning, and business continuity planning. All services are exclusively provided to AMAC members through a holistic approach combining multiple financial disciplines.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services

Quantifiable outcome

• 70% of individuals over 65 will need long-term care at some point during retirement
• +1 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered flagship and core.

• AMAC (Association of Mature American Citizens)flagshipStrategic or Co-development PartnerExclusive provider of financial planning services for AMAC members. RoseMark Advisors was founded in 2013 by Dan Weber to serve AMAC members with financial products and services aligned with conservative values. AMAC provides marketing channel access through its magazine and member communications, while RoseMark provides exclusive financial advisory services to AMAC's membership base.
• United of Omaha Life Insurance Company (Mutual of Omaha)coreChannel Partner/ Reseller/ DistributorRoseMark offers Guaranteed Acceptance Whole Life Insurance products underwritten by United of Omaha Life Insurance Company, a Mutual of Omaha company. This product offers ages 45-85 coverage up to $25,000 with no medical exam required. RoseMark acts as a distributor/marketer of these insurance products to AMAC members.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Fisher Investments: Large RIA primarily serving high-net-worth and retirement-age investors with discretionary portfolio management. Comparable in its investment-advisory focus and retirement-preparation orientation, though Fisher operates at substantially greater scale and serves a higher net-worth segment.
• Empower Retirement: Major retirement-plan-focused RIA and recordkeeper with significant IRA rollover and retirement-income advisory business. Directly comparable to RoseMark on the retirement-plan advisory, IRA rollover, and retirement-income distribution planning axes, though at vastly larger scale with institutional roots.
• Edward Jones: Branch-based financial advisory firm with a heavily relationship-driven model targeting mass-affluent and conservative, often rural and older Americans. Closely aligned with RoseMark in persona (conservative values, long-tenured local advisors), product breadth (investments, insurance, annuities), and demographics.
• Edelman Financial Engines: Large national RIA offering comprehensive financial planning, investment management, and retirement-focused advice to mass-affluent and retirement-age Americans. Directly comparable to RoseMark in its holistic planning-led RIA model serving mature households, though at far greater scale and with employer-sponsored plan roots.

Broad incumbents

• Cetera Financial Group: Independent broker-dealer and RIA support platform serving thousands of financial advisors who deliver financial planning, retirement, and insurance solutions to retail clients. Comparable to RoseMark in providing an advisor-led platform model targeting mass-affluent retirement-age households, though at much larger network scale.
• MassMutual: Mutual insurer with a substantial wealth-management arm offering life insurance, annuities, retirement planning, and investment advisory services. Overlaps with RoseMark across its insurance-led, retirement-focused, holistic planning proposition targeting mature and mass-affluent American households.
• Northwestern Mutual: Large established insurance-and-wealth hybrid firm with a career-advisor distribution model and an integrated portfolio of life insurance, annuities, long-term care, and investment products. Overlaps with RoseMark's combined RIA + insurance + annuity + LTC offering and shares the conservative-values, long-term relationship orientation.
• Ameriprise Financial: Diversified financial services firm combining investment advisory, retirement planning, insurance, and annuities through a national advisor network. Overlaps with RoseMark across nearly every product category (advisory, retirement, insurance, annuities) and shares the relationship-driven advisor model.
• Lincoln Financial Group: Insurance-and-retirement company offering life insurance, annuities, long-term care, and employer-sponsored retirement plans. Comparable to RoseMark in its combined insurance + retirement-income proposition and its distribution through financial professionals serving retirement-age households.
• New York Life: Mutual life insurer with a large wealth-management and retirement-income franchise offering life insurance, annuities, and investment advisory services. Comparable to RoseMark in product breadth across insurance and wealth, with shared emphasis on lifetime-income and estate-planning solutions for mature clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/rosemark-advisors-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 RoseMark Advisors