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Nassau Financial Group

Nassau Financial Group

Private
Hartford, ConnecticutFinTechhttps://nfg.com/

Last Round

Private Equity

Jan 7, 2025

Est. Valuation

$1.69B

Total Funding Raised

$1.38B

Company Overview

Nassau Financial Group is a financial services company that provides a fully integrated platform across insurance, reinsurance, and asset management.

Sector

FinTech

Verticals

InsurTech, Wealth Management, Investment Platforms

Business Model

B2B2C

Customer Profile

Services & Consulting, Data as a Service

AI Layer

Application

Keywords

fixed annuitiesfixed indexed annuitiesFIAretirement planningasset managementmulti-year guaranteed annuitiesMYGAmedicare supplement insuranceannuity providerinsurance carrierretirement incomeinsurtechretiretechwealth managementreinsurancefinancial services

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

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Nassau Financial Group Comps

Public and private peers based on sector, stage, and business model.

Nassau Financial Group comps — public and private peers by sector, stage, and business model
CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Nassau Financial Group Funding Rounds

Historical fundraising activity

Data table
RoundDateAmount RaisedValuationInvestorsSources
Private EquityJan 7, 2025
Private EquitySep 1, 2023
M&AJan 9, 2023
Private EquityJan 11, 2021
Private EquityNov 27, 2018
Seed
May 13, 2015

Key People

Founding team and executive leadership

Phil Gass

Chief Executive Officer

Executive Team

Thomas Culbertson

Chief Technology Officer

Executive Team

Jordan Price

Chief Financial Officer

Executive Team

Justin Banulski

CFO, Nassau Asset Management

Executive Team

Nassau Financial Group Investors

Notable investors and investment history

Nassau Financial Group investors
InvestorRounds
Fortress Investment GroupPrivate Equity
Stone Point CreditPrivate Equity
Golden Gate CapitalPrivate Equity, Seed
Golub CapitalPrivate Equity

Market signals

Structured signals derived from secondary market and firmographic data.

  • Sep 1, 2023

    $130M round led by Fortress Investment Group.

Nassau Financial Group Filings

SEC and related filings with document metadata.

Data table
TypedDateAmount OfferedAmount SoldFillingPagesDownload
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Nassau Financial Group Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Nassau Financial Group's valuation, stock price, and market status.

Firmographic Details

HeadquartersHartford, Connecticut
Employee Range664
Year Founded2015
Last FundingJan 7, 2025

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