Breakthrough Insurance Group

Medford, United States Founded: 2021 • Age: 5 yrs Acquired By Simplicity Group Holdings
Breakthrough insurance group is an insurance sales and executive training company

About Breakthrough Insurance Group

Breakthrough Insurance Group is a Financial Services company based in Medford (United States) founded in 2021, and was acquired by Simplicity Group Holdings in September 2023. Breakthrough insurance group is an insurance sales and executive training company. Its chief executive, as recorded, is Bruce Donaldson. Its focus areas include Insurance Distribution and Life. Its legal entity is Breakthrough Insurance Group, Inc.

Company details

Breakthrough Insurance Group (BIG) is an insurance company based in Medford, NJ. They offer insurance sales and training services, with Timothy Kelly serving as the President of the company. They are affiliated with The Leaders Group, Inc. and provide securities through them.

  • Headquarters Medford, United States
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website breakthroughins.com
  • Social LinkedIn
  • Acquired by Simplicity Group Holdings (Sep 2023)
  • Legal Name Breakthrough Insurance Group, Inc.
Key Metrics

Investors in Breakthrough Insurance Group

Breakthrough Insurance Group has secured backing from 1 investor. Prominent investors backing the company include Simplicity Group Holdings.

All
InvestorDescriptionFounded YearDomainLocation
Insurance, investment, retirement, and business development services are provided.
2003simplicitygroup.comSummit, United States
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Investor details for Breakthrough Insurance Group

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  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

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People of Breakthrough Insurance Group

1 people are tracked at Breakthrough Insurance Group (1 in leadership).

NameRoleGroup
Bruce Donaldson
CEOLeadership
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Complete people profiles for Breakthrough Insurance 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

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Timeline of Breakthrough Insurance Group

2 dated milestones of Breakthrough Insurance Group across 2 years, from founding to its latest funding, stage changes and deals.

  1. Founded Breakthrough Insurance Group is founded.
  2. Exit Acquired by Simplicity Group Holdings.

Web traffic of Breakthrough Insurance Group

The website of Breakthrough Insurance Group (breakthroughins.com) receives about 1.5K visits a month.

  • Monthly visits
    1.5K

    ▲ 1074.1% vs previous month

Top companies in Insurance & Risk Management

3 companies that operate in the same segment as Breakthrough Insurance Group (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B
Financial institution offering insurance & transaction services
1847Jacksonville, United StatesUSD 500 MUSD 14.51 B23,530
Integrated healthcare services and coverage are provided nationwide.
1945United States
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Frequently Asked Questions about Breakthrough Insurance Group

Breakthrough Insurance Group was founded in 2021.

Breakthrough Insurance Group is headquartered in Medford, United States. It is registered at Medford, Oregon, United States.

Bruce Donaldson is the CEO of Breakthrough Insurance Group, as recorded in our data.

Breakthrough Insurance Group (BIG) is an insurance company based in Medford, NJ. They offer insurance sales and training services, with Timothy Kelly serving as the President of the company. They are affiliated with The Leaders Group, Inc. and provide securities through them.

Breakthrough Insurance Group has 1 investor. Key investors include Simplicity Group Holdings.

Breakthrough Insurance Group operates through Breakthrough Insurance Group, Inc..

Yes. Breakthrough Insurance Group was acquired by Simplicity Group Holdings in September 2023.

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