
Risk Strategies
Total Raised
$3.3BInvestors Count
14Funding, Valuation & Revenue
9 Fundings
Risk Strategies has raised $3.3B over 9 rounds.
Risk Strategies's latest funding round was a Merger for on October 18, 2023.
Risk Strategies's 2023 revenue was $1.45B. Risk Strategies's most recent revenue is from 2023.
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Date | Round | Amount | Investors | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Revenue | Sources |
|---|---|---|---|---|---|---|
10/18/2023 | Merger | 5 | ||||
8/22/2023 | Loan - II | $1.45B FY 2023 | ||||
6/6/2022 | Debt | |||||
3/3/2020 | Recap | |||||
10/31/2019 | Loan |
Date | 10/18/2023 | 8/22/2023 | 6/6/2022 | 3/3/2020 | 10/31/2019 |
|---|---|---|---|---|---|
Round | Merger | Loan - II | Debt | Recap | Loan |
Amount | |||||
Investors | |||||
Valuation | |||||
Revenue | $1.45B FY 2023 | ||||
Sources | 5 |
Risk Strategies Investors
14 Investors
Risk Strategies has 14 investors. Accession Risk Management Group invested in Risk Strategies's Merger funding round.
First funding | Last Funding | Investor | Rounds | Board Seats | Type | Location |
|---|---|---|---|---|---|---|
10/18/2023 | 10/18/2023 | 1 Merger | Corporation | California | ||
10/31/2019 | 8/22/2023 | 3 Loan, Debt (2022), Loan - II (2023) | Debt & Specialty Finance | New York | ||
10/20/2015 | 3/3/2020 | 2 Acq - Fin - II, Recap (2020) | Private Equity | New York | ||
Debt & Specialty Finance | Illinois | |||||
Asset/Investment Management | New York |
First funding | 10/18/2023 | 10/31/2019 | 10/20/2015 | ||
|---|---|---|---|---|---|
Last Funding | 10/18/2023 | 8/22/2023 | 3/3/2020 | ||
Investor | |||||
Rounds | 1 Merger | 3 Loan, Debt (2022), Loan - II (2023) | 2 Acq - Fin - II, Recap (2020) | ||
Board Seats | |||||
Type | Corporation | Debt & Specialty Finance | Private Equity | Debt & Specialty Finance | Asset/Investment Management |
Location | California | New York | New York | Illinois | New York |
Risk Strategies Acquisitions
141 Acquisitions
Risk Strategies acquired 141 companies. Their latest acquisition was Capitol Insurance Services on July 30, 2025.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
7/30/2025 | Capitol Insurance Services | Acquired | 2 | |||
7/30/2025 | Zia Insurance Agency | Acquired | 2 | |||
7/30/2025 | Tyra Enterprises | Acquired | 3 | |||
6/3/2025 | ||||||
4/27/2025 |
Date | 7/30/2025 | 7/30/2025 | 7/30/2025 | 6/3/2025 | 4/27/2025 |
|---|---|---|---|---|---|
Investment Stage | |||||
Companies | Capitol Insurance Services | Zia Insurance Agency | Tyra Enterprises | ||
Valuation | |||||
Total Funding | |||||
Note | Acquired | Acquired | Acquired | ||
Sources | 2 | 2 | 3 |
Compare Risk Strategies to Competitors

Hub International operates as an insurance brokerage firm. It provides investment and wealth management products. It's services include business insurance services, risk management services, personal insurance, and employee benefits brokerage services. The company was founded in 1998 and is based in Chicago, Illinois.

USI operates as an insurance brokerage and consulting firm that focuses on a range of insurance and risk management services. The company offers property and casualty insurance, employee benefits solutions, personal risk management, and retirement planning services for clients, including large corporations, middle market companies, and individual customers. USI serves sectors such as healthcare, higher education, technology, and transportation. It was founded in 1994 and is based in Valhalla, New York.

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Alliant Insurance Services provides insurance brokerage and consulting services within the financial services sector. The company offers services including risk management, employee benefits consulting, and various insurance solutions such as property and casualty insurance, captive insurance, and surety bonds. Alliant serves a range of industries, including agribusiness, aviation, construction, healthcare, and public entities. It was founded in 1925 and is based in Irvine, California.
Oswald specializes in risk management and insurance brokerage firms that operate in the insurance industry. The company offers a range of services including property and casualty insurance, employee benefits, life insurance, and retirement plan services. It caters to various sectors including healthcare, construction, manufacturing, and nonprofit organizations. It was founded in 1893 and is based in Cleveland, Ohio.

Marsh McLennan Agency provides insurance and risk management services in business and personal sectors. The company includes business insurance, employee health and benefits, retirement and wealth management, and private client insurance. It serves industries like healthcare, technology, and manufacturing, offering solutions for their specific needs. It was founded in 2008 and is based in White Plains, New York.
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