Broadstone Global Wealth Services
- Company typePrivate
- Founded2014
- Headquarters—
- Headcount1–10
- GTM typeB2B
- OfferingServices
Broadstone Global Wealth Services firmographics
Firmographics- Name
- Broadstone Global Wealth Services
- Legal name
- Broadstone Global Wealth Services
- Website
- https://broadstoneglobal.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Broadstone Global Wealth Services industry classification
Industry- Product category
- Wealth Management Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
- akta.pro secondary industry
- Private Banking Cross-Border & International Wealth Services (FSABADAL)
Keywords
Broadstone Global Wealth Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Consulting and Advisory Services: BGWS provides consultative wealth management advisory services including advanced wealth transfer strategies, executive benefit programs, international insurance solutions, and financing structures to ultra-high net worth individuals, corporations, and institutional clients.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels1 record
Broadstone Global Wealth Services product offering
Product offeringCore offering
Broadstone Global Wealth Services (BGWS) provides consultative wealth management advisory services including advanced wealth transfer strategies, executive benefit program design and administration, customized financing designs, corporate-owned life insurance (COLI) funding solutions, and international insurance planning. The firm serves as a resource for financial advisors, family offices, estate planning attorneys, RIAs, CPAs, and insurance producers serving ultra-high net worth individuals (typically $30M+ in assets), corporations, and institutional clients.
Product overview
Broadstone Global Wealth Services (BGWS) is a financial services firm offering advanced planning and wealth transfer solutions through a portfolio of specialized service offerings. The core portfolio includes Tax Deductible Strategies (nonqualified deferred compensation plans), Financing Designs for ultra-high net worth clients, Corporate Funding Solutions featuring Corporate Owned Life Insurance (COLI), and International Clientele Services for non-US persons. Additional offerings include Guarantee Issue Insurance (no medical exam life and voluntary benefits), Corporate and Disability Options, Corporate Marketplace Services (executive benefit plans), and Estate/Individual Marketplace Services. These offerings are delivered through strategic relationships with leading insurance carriers and a network of advanced planning specialists.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Deductible Strategies Nonqualified deferred compensation plan design services offering tax-deferred savings and earnings opportunities, with customizable participant eligibility, compensation sources, and vesting schedules for key executives.
- Financing Designs Customized and efficient financing designs leveraging numerous credit facilities, enabling ultra-high net worth clients (with $30M+ in assets) to obtain life insurance policies for estate planning purposes at a fraction of the initial premium.
- Corporate Funding Solutions (COLI) Tax-advantaged Corporate Owned Life Insurance (COLI) policies used as financing vehicles to set aside assets for future benefit obligations including deferred compensation plans, VEBA, and asset management strategies, featuring flexibility in investment managers and styles, low expense charges, contractual guarantees, and efficient liquidity strategies.
- International Clientele Services Customized wealth planning solutions for non-US citizens addressing asset protection, enhanced cash accumulation and distribution, asset leverage, and estate protection for current and future generations, delivered in coordination with an established network of national and international planning specialists.
- Corporate Marketplace Services Executive benefit plan design, implementation, funding, and administration services covering executive compensation, long-term disability programs, and group life plans for companies seeking competitive benefit offerings for recruiting and retention.
- Estate and Individual Marketplace Services Estate planning evaluation services that structure client estates to minimize estate, income, gift, and generation-skipping tax liabilities and maximize value to future generations.
- Guarantee Issue Insurance No medical exam life insurance and voluntary benefit policies covering accident, cancer, critical illness, and dental, with coverage tailored to individual budgets and needs, accessed through member/company affiliation enrollment.
- Corporate and Disability Options Tailored corporate insurance quotes and disability insurance options designed to meet specific corporate benefit goals and executive coverage needs.
Companies that use Broadstone Global Wealth Services
Customer profileSegments4 records
Ideal customer profiles3 records
Broadstone Global Wealth Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Broadstone Global Wealth Services partnerships and signals
Strategic signalPartnerships
18 partnerships are on record, tiered core.
- PrudentialcoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- John HancockcoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Lincoln NationalcoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Principal Financial GroupcoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- New York LifecoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Pacific LifecoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Mass MutualcoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Guardian LifecoreMajor U.S. life insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Zurich Insurance GroupcoreGlobal insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- NationwidecoreMajor U.S. insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- AIGcoreMajor global insurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Munich RecoreMajor global reinsurance carrier providing coverage and financial products through BGWS distribution. BGWS provides direct carrier access with the world's largest insurance and re-insurance carriers.
- Family Offices NetworkcoreBGWS provides services and resources for Family Offices as part of its comprehensive wealth advisory offerings. The collaboration enables family offices to access advanced wealth transfer strategies and executive benefit solutions.
- Estate Planning AttorneyscoreBGWS works with estate planning attorneys to provide comprehensive wealth transfer solutions. The collaboration enables attorneys to offer their clients advanced planning strategies beyond traditional legal estate planning.
- RIAs (Registered Investment Advisors)coreBGWS serves as a resource for RIAs seeking to enhance their clients' wealth management strategies with advanced planning solutions including executive benefits and international insurance.
- Accounting Firms and CPAscoreBGWS consultative process benefits CPAs who can recommend advanced planning strategies to their clients. The firm helps coordinate clients' personal and corporate objectives in an efficient manner.
- BGAs (Broker General Agents)coreBGAs distribute BGWS products and services to their networks of insurance producers and financial advisors, extending the firm's market reach.
- International Planning SpecialistscoreBGWS has built an elite and innovative network of niche advanced national and international planning specialists with expertise in legal, tax, and international risk management fields. This collaboration enables the firm to address the needs of non-US citizens and provide sophisticated solutions for asset protection, enhanced cash accumulation, and estate protection.
Scale indicators1 record
Recent moves5 records
Expansion highlights5 records
Broadstone Global Wealth Services competitors and assessment
Company assessmentBroad incumbents
- NFP: Broadly diversified insurance brokerage and advisory firm with a substantial HNW life insurance and executive benefits practice — a larger incumbent competing for the same advisor channel and corporate benefit mandates.
- Marsh McLennan: Global professional services firm whose Marsh and Mercer units deliver large-scale insurance brokerage, risk advisory, and benefits consulting — a much larger incumbent with overlapping UHNW and corporate benefit capabilities.
- OneDigital: Large national insurance, wealth management, and HR consulting firm serving employers and HNW individuals across corporate benefits, executive benefits, and retirement — overlapping with BGWS's Corporate Marketplace but at much greater scale.
Direct peers
- Highland Capital Brokerage: Life insurance brokerage specializing in advanced underwriting, premium financing, and estate planning solutions for HNW and corporate clients — a near-direct competitor to BGWS's financing designs.
- The Liberty Company Insurance Brokers: Specialty insurance brokerage serving individuals, families, and businesses with complex life insurance, executive benefits, and estate planning needs — overlapping directly with BGWS's COLI and financing-design offerings.
- Ash Brokerage: Wholesale life insurance and wealth transfer brokerage focused on advanced planning, COLI, and executive benefits for HNW clients — directly comparable in product mix and carrier-distribution model.
- Partners Financial: Specialty distributor of executive benefits, COLI/BOLI, and disability insurance to advisors and corporate clients — closely overlapping with BGWS's Corporate Marketplace segment.
- Lenox Advisors: Independent wealth management and insurance advisory firm focused on HNW and UHNW clients, offering estate planning, life insurance, and executive benefits through a network of advisors — the closest business-model analog to BGWS.
- Foster Klima: Wealth transfer and life insurance advisory firm focused on advanced planning, premium financing, and estate strategies for affluent families — a smaller specialist comparable to BGWS.
Emerging players
- Wealth.com: Wealth-tech platform that digitizes estate planning, life insurance illustrations, and advisor-client workflows — an emerging digital competitor that could disintermediate parts of BGWS's high-touch estate-planning process.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Broadstone Global Wealth Services social profiles
Digital presenceBroadstone Global Wealth Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Broadstone Global Wealth Services leadership team
Management profileNumber of profiles
Profiles1 record
Broadstone Global Wealth Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Broadstone Global Wealth Services 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 Broadstone Global Wealth Services
What does Broadstone Global Wealth Services do?
Broadstone Global Wealth Services (BGWS) provides consultative wealth management advisory services including advanced wealth transfer strategies, executive benefit program design and administration, customized financing designs, corporate-owned life insurance (COLI) funding solutions, and international insurance planning. The firm serves as a resource for financial advisors, family offices, estate planning attorneys, RIAs, CPAs, and insurance producers serving ultra-high net worth individuals (typically $30M+ in assets), corporations, and institutional clients.
Is Broadstone Global Wealth Services a public or private company?
Broadstone Global Wealth Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Broadstone Global Wealth Services founded?
Broadstone Global Wealth Services was founded in 2014. It employs 1 to 10 people.
How does Broadstone Global Wealth Services make money?
One revenue line is on record: consulting and Advisory Services.
Who are Broadstone Global Wealth Services's main competitors?
Broad incumbents on record are NFP, Marsh McLennan and OneDigital. Direct peers are Highland Capital Brokerage, The Liberty Company Insurance Brokers, Ash Brokerage, Partners Financial, Lenox Advisors and Foster Klima. Wealth.com is listed as an emerging player.
Does Broadstone Global Wealth Services have an API?
No public API is recorded for Broadstone Global Wealth Services.
What industry is Broadstone Global Wealth Services in?
Broadstone Global Wealth Services's product category is Wealth Management Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory, with a secondary code of FSABADAL, Private Banking Cross-Border & International Wealth Services. Its NAICS code is 52394 and its SIC code is 6282.