About Alera Group
Alera Group is a Financial Services company based in Deerfield (United States) founded in 1995, and was acquired by Lighthouse Group in December 2020. It operates as a HR, insurance, and liability services are provided by Alera Group. It operates on a Professional Services and Brokerage / Intermediation model in Financial Services and Business Services sectors. Alera Group has raised $250 million across 3 funding rounds from investors including The Carlyle Group, Genstar Capital and Lighthouse Group. Alera Group has completed 124 acquisitions, including AGM Benefit Solutions, AMCORP and ARMS. Its chief executive is Alan Levitz. Its website aleragroup.com draws about 46 thousand monthly visits. Alera Group offers products and services including Employee Benefits, Property and Casualty, Retirement Plan Services, and Wealth Services. Its focus areas include Financials, Insurance, Insurance Brokers and Asset Management. Its legal entity is Alera Group, Inc.
Company details
Alera Group is involved in delivering comprehensive insurance and financial solutions. Services are provided across employee benefits, property and casualty coverage, retirement plan services, and wealth management. Operations are focused on collaboration to offer personalized solutions for businesses, individuals, families, and communities. Specialized expertise is utilized to manage risk, control costs, and support financial growth. Coverage is extended to various sectors including market segments, industries, and practice areas. Connectivity with data and insights is emphasized to navigate industry complexities. Support is offered through national collaboration and tailored strategies to meet unique client needs.
- Headquarters Deerfield, United States
- SectorsFinancial ServicesBusiness Services
- Website category Finance · Insurance
- Email••••••••
- Phone•••• ••••
- Website aleragroup.com
- Social LinkedIn X Facebook
- Acquired by Lighthouse Group (Dec 2020)
- Legal Name Alera Group, Inc.
- Total Equity Funding$250M (USD)
in 3 rounds
- Latest Funding Round$100M (USD), Series C
Apr 2023
- InvestorsThe Carlyle Group
& 2 more
- Investments & AcquisitionsAGM Benefit Solutions
& 123 more
- Acquired byLighthouse Group
(Dec 2020)
Products & Services of Alera Group
Alera Group offers a comprehensive portfolio of products and services, including Employee Benefits, Property and Casualty, Retirement Plan Services, and Wealth Services.
Solutions are provided for employee benefits and wellbeing.
Coverage is offered for property and casualty risks.
Retirement plans are designed for various organizational needs.
Wealth management solutions are tailored for diverse clients.
Funding Insights of Alera Group
Alera Group has successfully raised a total of $250M across 3 strategic funding rounds. The most recent funding activity was a Series C round of $100 million completed in April 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $250M
- Total Rounds 3
- Last Round Series C — $100M
- Investors Count 2
All 3 funding rounds of Alera Group with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2023 | $100M | Series C | – | – | – |
| Sep 2020 | $150M | Series A | – | The Carlyle Group | – |
| Jan 2017 | – | Seed | – | – |
3 investors in total: 3 institutional.
Investors in Alera Group
Alera Group has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include The Carlyle Group, Genstar Capital and Lighthouse Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | - | |
- | – | gencap.com | - | |
- | – | lighthousegroup.com | - |
Investor details for Alera Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
- Co-investor network
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People of Alera Group
164 people are tracked at Alera Group (66 in leadership, 98 in team).
| Name | Role | Group |
|---|---|---|
Alan Levitz | CEO | Leadership |
Andrew Ouellet | Senior Regional Director - P&c Select Business | Leadership |
Andy Hintz | Regional Director Account Of Management | Leadership |
Cherise Reese | Executive Director, EB Client Services | Leadership |
Pam Johnson | Vp, Human Resources | Leadership |
Mitchell H. | Creative Director & Vice President Of Creative Services For National Insurance And Wealth Brokerage | Leadership |
Priscilla Knerr | Senior Director Of Operations | Leadership |
Shaun M. | Executive Director, Technology | Leadership |
Talicia Bashford | Managing Director, Midwest Region | Leadership |
Michael Ferreira | Chief Sales Officer | Leadership |
William Corrigan | Chief Operating Officer | Leadership |
John Mollica | Chief Information And Innovation Officer | Leadership |
Mark Dennis | Managing Director, Northwest Region | Leadership |
Robert J. Lieblein | Chief Development Officer | Leadership |
Bill Brown | Managing Director, South Central | Leadership |
Gary Piantedosi | Managing Director, Northeast Region | Leadership |
Sarah Sheckells | Chief Human Resources Officer | Leadership |
Richard Silberstein | Managing Director, Mid-atlantic Region | Leadership |
Kathy Seabold | Senior Vice President Of Marketing | Leadership |
Rick Levitz | Operational Partner | Leadership |
144 more people are available in the full profile.
Complete people profiles for Alera Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Alera Group
Alera Group has strategically engaged in corporate development activities, having acquired 124 companies. Notable acquisitions include AGM Benefit Solutions, AMCORP and ARMS.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Insurance products for personal and business needs are provided. | kaplansky.com | Needham, United States | 1974 | Feb 2025 | •••• | |
Alera Group is engaged in providing insurance and financial solutions. | iulins.com | Deerfield, United States | 0 | Sep 2024 | •••• | |
Insurance services for life, health, auto, and business are offered. | trimble-batjer.com | San Angelo, United States | 1883 | May 2024 | •••• | |
Risk consulting and insurance services for rural hospitals are provided. | healthsure.com | Austin, United States | 1998 | Apr 2024 | •••• | |
Healthcare liability insurance and locum tenens coverage are provided. | cadls.com | North Palm Beach, United States | 2004 | Jan 2024 | •••• | |
Provider of financial and investment management services | fraser-group.com | Newstead, Australia | 2001 | Dec 2023 | •••• | |
Insurance agency providing health, life, and employee benefits services | rickyounginsurance.com | Rochester Hills, United States | 1998 | Oct 2023 | •••• | |
Liability insurance brokerage and risk management services are offered. | sheridaninsurancegroup.com | Austin, United States | 1984 | May 2023 | •••• | |
Provider of health & life insurance brokerage services | insurancepros.com | West Covina, United States | 2014 | Apr 2023 | •••• | |
Auto, boat, condo, health, and life insurance services are provided. | capstonecoverage.com | Manasquan, United States | 2014 | Mar 2023 | •••• |
Complete acquisition details for Alera Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Alera Group
14 dated milestones of Alera Group across 30 years, from founding to its latest funding, stage changes and deals.
- Founded Alera Group is founded.
- Funding First funding round.
- Exit Acquired by Lighthouse Group.
- Acquisition Acquires Capstone Insurance Services.
- Funding Latest funding round, Series C, of $100.0M.
- Acquisition Acquires iPros Insurance Professionals.
- Acquisition Acquires Sheridan Insurance Group.
- Acquisition Acquires Rick Young Insurance.
- Acquisition Acquires Fraser Group.
- Acquisition Acquires Cadls.
- Acquisition Acquires HealthSure.
- Acquisition Acquires Trimble-Batjer.
- Acquisition Acquires Alera Group.
- Acquisition Acquires Kaplansky Insurance.
Web traffic of Alera Group
The website of Alera Group (aleragroup.com) receives about 45.9K visits a month and ranks #673,097 among all websites worldwide, #3,136 in Insurance.
- Monthly visits45.9K
▲ 31.5% vs previous month
- Unique visitors17.4K
per month
- Global rank#673,097
among all websites
- Category rank#3,136
Finance · Insurance
- Bounce rate53%
- Pages per visit3.9
- Average visit1 min 53 sec
- DevicesDesktop 67% · Mobile 33%
Websites whose visitors overlap most with Alera Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| employeenavigator.com | 100% | 1.7M | #11,448 | View details | |
| differencecard.com | 94% | 84.4K | #462,601 | View details | |
| acuity.com | 93% | 182.5K | #167,456 | View details | |
| insurancejournal.com | 93% | – | #200,073 | View details | |
| peoplekeep.com | 93% | 98.5K | #291,350 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Alera Group
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
10 companies that operate in the same segment as Alera Group (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Related news about Alera Group
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Frequently Asked Questions about Alera Group
Alera Group was founded in 1995 and raised its 1st funding round 22 years after it was founded.
Alera Group is headquartered in Deerfield, United States.
Alan Levitz is the current CEO of Alera Group.
Alera Group is a funded company, having raised a total of $250M across 3 funding rounds to date.
Alera Group is involved in delivering comprehensive insurance and financial solutions. Services are provided across employee benefits, property and casualty coverage, retirement plan services, and wealth management. Operations are focused on collaboration to offer personalized solutions for businesses, individuals, families, and communities. Specialized expertise is utilized to manage risk, control costs, and support financial growth. Coverage is extended to various sectors including market segments, industries, and practice areas. Connectivity with data and insights is emphasized to navigate industry complexities. Support is offered through national collaboration and tailored strategies to meet unique client needs.
Alera Group offers Employee Benefits, Property and Casualty, Retirement Plan Services, and Wealth Services.
Alera Group has made 124 acquisitions, including AGM Benefit Solutions, AMCORP, and ARMS.
Alera Group has 3 investors. Key investors include The Carlyle Group, Genstar Capital, and Lighthouse Group.
Alera Group operates through Alera Group, Inc..
Yes. Alera Group was acquired by Lighthouse Group in December 2020.