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NFP provides comprehensive solutions in risk management, benefits, wealth management, and retirement planning. The firm leverages deep expertise to deliver integrated strategies across property and casualty insurance, corporate benefits, and individual financial services, assisting clients in navigating complex regulatory landscapes and optimizing their human and financial capital. This approach combines specialized advice with a broad suite of products designed to meet diverse client needs effectively.
The company was founded in 1998 by Robert L. Rosen, who identified an opportunity to aggregate independent financial and insurance advisory firms. Rosen's insight centered on building a national network that could offer sophisticated services and resources to high-net-worth individuals and small to mid-sized businesses, capitalizing on the strength of a larger, unified entity while maintaining local client relationships.
NFP serves a wide array of clients, including corporations, professional services firms, and individuals across numerous industries such as healthcare, construction, and technology. The company's vision is to empower its clientele with tailored solutions that foster stability, manage risk, and drive growth, continuously adapting to market dynamics to ensure long-term success for those it serves.
Key people at NFP.
Key people at NFP.
NFP has 2 tracked investments across 2 companies. The latest tracked deal is $280.0M Debt / Series A in Ascend in January 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Jan 27, 2022 | Ascend | $280.0M Debt / Series A | Index Ventures | Charley MA, Courtney Leimkuhler, Garrett Koehn, Mahdi Raza, Marc Bhargava, Misha Esipov, Nathaniel Manning, Nilam Ganenthiran, Distributed Ventures, FirstMark Capital, First Round Capital, Hudson Structured Capital Management, Susa Ventures, XYZ Venture Capital |
| Jul 1, 2020 | Kindbody | $32.0M Series B | Ellen Hukkelhoven | ACME Capital, Brainchild, Distributed Ventures, GV, Erel Margalit, KRM Interests LLC, RRE Ventures, SuperAngel.Fund, Upfront Ventures, VSC Ventures, Baron Davis, Demi Lovato, Shervin Pishevar, Claritas Capital, Freemark Capital, Goodgrower, Rock Springs Capital |