IMA
- Company typePrivate
- Founded1950
- HeadquartersKittanning, United States
- Headcount1,001–5,000
- GTM typeB2B and B2C
- OfferingServices
IMA firmographics
Firmographics- Name
- IMA
- Legal name
- IMA Financial Group, Inc.
- Website
- https://ima-ess.com
- Company type
- Private
- Founded year
- 1950
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
IMA industry classification
Industry- Product category
- Insurance Brokerage and Financial Services
- NAICS
- Insurance Agencies and Brokerages (524210), Portfolio Management and Investment Advice (523940)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where IMA is headquartered
LocationHeadquarters
- HQ city
- Kittanning
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
IMA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Diligence Services: Financial due diligence services for mergers and acquisitions.
- Wholesale Insurance: Wholesale insurance distribution through TowerStone and Eydent partners.
- Employee Benefits Administration: Revenue from administering employee benefits programs including health insurance, retirement plans, and other workplace benefits.
- Wealth Management Services: Wealth management and investment advisory services through IMA Private Wealth and partner Syntrinsic.
- Retirement Plan Solutions: Retirement plan consulting and administration services.
- Insurance Brokerage Commissions: IMA acts as an insurance broker earning commissions from insurance carriers for placing business insurance, employee benefits, and other insurance products with their clients.
Go-to-market motion2 records
Distribution channels4 records
Marketing channels8 records
IMA product offering
Product offeringCore offering
IMA Financial Group is an insurance broker and financial services firm that places business insurance, employee benefits, small business insurance, personal lines, retirement plans, wholesale specialty insurance, wealth management, and financial due diligence services for M&A transactions. The company serves clients through industry-specialized advisors across 16+ vertical markets including Construction, Healthcare, Technology, Energy, Manufacturing, Real Estate, and Private Equity, with additional consumer offerings through IMA Private Client for high-net-worth individuals.
Product overview
IMA Financial Group is an insurance broker offering a portfolio of interconnected financial services across multiple verticals. The core offerings include Business Insurance, Employee Benefits, and Small Business Insurance, which form the primary service pillars. These are complemented by specialized sub-brands: IMA Private Client (personal lines), IMA Retirement (retirement plans), IMA Diligence Services (financial due diligence), and IMA Private Wealth (wealth management). Wholesale insurance is delivered through partner brands TowerStone and Eydent, while investment advisory services are expanded via the Syntrinsic partnership. The architecture is a platform-of-modules model where the core insurance and benefits services serve as the foundation, with specialized offerings enabled through internal sub-brands and strategic partnerships.
Differentiator
Problem solved
Functional benefit
Brands
- IMA Private Client: Personal lines insurance services for high-net-worth individuals
- IMA Retirement
- IMA Diligence Services
- IMA Private Wealth
- TowerStone
- Eydent
- Syntrinsic
Products and services
- Business Insurance Commercial insurance brokerage solutions for enterprise and mid-market businesses, supported by a team of advisors dedicated to finding data-driven coverage solutions backed by decades of experience.
- Employee Benefits Employee benefits administration and consulting helping employers create optimal work environments, stay current with workplace trends, policies, and benefits analytics.
- Small Business Insurance Insurance solutions designed for small businesses to turn complex insurance decisions into manageable plans that fit their operations.
- IMA Private Client (Personal Lines Insurance) Personal lines insurance services for high-net-worth individuals and families, including high-value home and auto coverage and umbrella policies.
- IMA Retirement (Retirement Plan Solutions) Retirement plan design, consulting, and administration services for businesses and individuals.
- IMA Diligence Services (Financial Diligence) Financial due diligence services for mergers and acquisitions, transactions, and investments.
- IMA Private Wealth (Wealth Management) Wealth management and investment advisory services for high-net-worth clients, delivered in partnership with Syntrinsic.
- Wholesale Insurance (TowerStone and Eydent) Wholesale distribution of specialty insurance products delivered through TowerStone and Eydent partner brands.
Companies that use IMA
Customer profileSegments18 records
Ideal customer profiles2 records
IMA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
IMA partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor.
- Frontier ConferenceminorIMA Financial Group announced a strategic partnership with the Frontier Conference in May 2026, likely for conference sponsorship and marketing visibility.
- Coordinated Financial ServicesminorCoordinated Financial Services was added to IMA's investment advisory business in May 2026, expanding the company's wealth management capabilities.
- TowerStoneminorTowerStone is a wholesale insurance partner of IMA Financial Group, providing specialty insurance distribution capabilities for the wholesale insurance solution.
- EydentminorEydent is a wholesale insurance partner of IMA Financial Group, specializing in wholesale insurance distribution services.
- SyntrinsicminorSyntrinsic is a wealth management partner of IMA Financial Group, collaborating on investment advisory services through IMA Private Wealth.
Scale indicators2 records
Recent moves7 records
Expansion highlights6 records
IMA competitors and assessment
Company assessmentDirect peers
- Acrisure: PE-backed insurance brokerage offering commercial insurance, employee benefits, and wealth management to mid-market and enterprise clients. Both Acrisure and IMA are PE-backed mid-market roll-ups pursuing similar vertical specialization and cross-sell expansion strategies.
- AssuredPartners: PE-backed (GTCR, CD&R) insurance brokerage serving mid-market and commercial clients across multiple verticals. Highly comparable to IMA in scale, multi-line offering, and M&A-driven growth model.
- USI Insurance Services: PE-backed insurance brokerage offering commercial insurance, employee benefits, retirement, and wealth advisory. Closely comparable to IMA in service-line breadth, vertical specialization approach, and PE-backed M&A strategy.
- Hub International: PE-backed insurance brokerage providing commercial insurance, employee benefits, and wealth management. Directly comparable to IMA on multi-service platform, mid-market orientation, and growth-via-acquisition model.
- Burns & Wilcox: Specialty wholesale insurance distributor and broker. Directly comparable to IMA's TowerStone and Eydent wholesale operations as a peer in the wholesale specialty insurance distribution channel.
- RPS (Risk Placement Services): Wholesale insurance broker and distributor specializing in hard-to-place commercial risks. Comparable to IMA's wholesale segment (TowerStone, Eydent) in targeting specialty risks and serving retail brokers' excess and surplus lines needs.
- Holmes Murphy: Independent insurance brokerage focused on commercial insurance, employee benefits, and risk management for mid-market clients. Comparable mid-market regional player to IMA with similar service-line mix and client orientation.
Broad incumbents
- Marsh McLennan: Largest global insurance broker and risk management firm, offering overlapping commercial insurance, benefits, and risk advisory services. Competes with IMA for upper-mid-market accounts and sets pricing benchmarks across the industry.
- Aon: Global insurance brokerage and advisory firm with significant overlap in commercial risk, benefits consulting, and wealth advisory. Represents the incumbent scale benchmark against which IMA's mid-market platform must compete.
- WTW (Willis Towers Watson): Global insurance and risk advisory firm competing with IMA across commercial insurance placement, benefits consulting, and retirement advisory. Established player in adjacent segments where IMA Retirement and IMA Diligence operate.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
IMA social profiles
Digital presenceIMA financial estimates
Financial estimateRevenue estimate
Valuation estimate
IMA leadership team
Management profileNumber of profiles
IMA subsidiaries and ownership
Company hierarchySubsidiaries7 records
IMA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IMA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IMA
What does IMA do?
IMA Financial Group is an insurance broker and financial services firm that places business insurance, employee benefits, small business insurance, personal lines, retirement plans, wholesale specialty insurance, wealth management, and financial due diligence services for M&A transactions. The company serves clients through industry-specialized advisors across 16+ vertical markets including Construction, Healthcare, Technology, Energy, Manufacturing, Real Estate, and Private Equity, with additional consumer offerings through IMA Private Client for high-net-worth individuals.
Is IMA a public or private company?
IMA is a private company. It is classified as private equity controlled and is currently operating.
When was IMA founded?
IMA was founded in 1950. It employs 1,001 to 5,000 people.
Where is IMA based?
IMA is headquartered in Kittanning, United States, in the North America region.
How does IMA make money?
Six revenue lines are on record. Financial Diligence Services are the primary driver. The others are wholesale Insurance, employee Benefits Administration, wealth Management Services, retirement Plan Solutions and insurance Brokerage Commissions.
Who are IMA's main competitors?
Direct peers on record are Acrisure, AssuredPartners, USI Insurance Services, Hub International, Burns & Wilcox, RPS (Risk Placement Services) and Holmes Murphy. Broad incumbents are Marsh McLennan, Aon and WTW (Willis Towers Watson).
Does IMA have an API?
No public API is recorded for IMA.
What industry is IMA in?
IMA's product category is Insurance Brokerage and Financial Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 524210 and its SIC code is 6411.