About EPIC Brokers
EPIC Brokers is a company based in San Francisco (United States) founded in 2007 was acquired by Oak Hill in July 2017. EPIC Brokers has completed 26 acquisitions, including After, Inc, Benefit Compass and Brokers Insurance Mart. EPIC Brokers offers products and services including Employee Benefits and Risk Management.
- Latest Funding Round$250M (USD), Debt – Conventional
Mar 2016
- Investors
- Investments & AcquisitionsAfter, Inc.
& 25 more
- Acquired byOak Hill
(Jul 2017)
Products & Services of EPIC Brokers
EPIC Brokers offers a comprehensive portfolio of products and services, including Employee Benefits and Risk Management.
Employee benefits consulting and brokerage services are delivered by EPIC Insurance Brokers & Consultants, focusing on accounts with more than 100 employees
Risk management services are provided by EPIC Insurance Brokers & Consultants, including analytics, captives, and cybersecurity solutions for businesses
Apps and channels of EPIC Brokers
its YouTube channel EPIC Insurance Brokers & Consultants has 184 subscribers and 28 videos.
Videos from EPIC Brokers
The most watched videos on EPIC Brokers's YouTube channel, EPIC Insurance Brokers & Consultants (184 subscribers). Click a video to play it here.
More on EPIC Insurance Brokers & Consultants.
Funding Insights of EPIC Brokers
- Total Rounds 2
- Last Round Debt – Conventional — $250M
- First Round $97.5M
(Dec 2013)
All 2 funding rounds of EPIC Brokers 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 |
|---|---|---|---|---|---|
| Mar 2016 | $250M | Debt – Conventional | – | – | – |
| Dec 2013 | $97.5M | Debt – Conventional | – | – | – |
1 investors in total: 1 institutional.
Investors in EPIC Brokers
EPIC Brokers has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Oak Hill.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mid market focused private equity firm | – | oakhill.com | New York, United States |
Investor details for EPIC Brokers
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of EPIC Brokers
124 people are tracked at EPIC Brokers (42 in leadership, 82 in team).
| Name | Role | Group |
|---|---|---|
Steve Denton | CEO | Leadership |
Lorraine Money | Assistant Vice President Marketing | Leadership |
Bill Nay | Chief Acquisition Officer | Leadership |
Philip V. Moyles | Chief Growth Officer & President, Financial Services Practice | Leadership |
Scott Schanen | President, National Employer Consulting | Leadership |
Len Scioscia | President, Northeast Super Region | Leadership |
Shanna Niemela | Vice President, Client Executive | Leadership |
Jacky Beaudet | EVP, Head of Risk & Compliance | Leadership |
Crawford Mcinnis | Chief Sales Officer | Leadership |
Adam Meyerowitz | President, Southeast & Midwest Super Region | Leadership |
Angelica Catsichtis | Vice President, Account Executive | Leadership |
Dave Howard | President, EPIC Select | Leadership |
Daniel J. Crawford | Chief Legal Officer | Leadership |
Tim Brenneman | President, Private Client Practice | Leadership |
Kaitlyn Desilva Kleczewski | Vice President, Risk Management | Leadership |
Jesse W. | Vice President, CRM And Sales Success | Leadership |
Brooks Doyle | Director, Business Development | Leadership |
Kenneth C Hegel Jr. | Managing Principal/evp - Middle Market & Specialty Programs Practice Leader | Leadership |
Mary Wright | Senior Vice President, Account Executive | Leadership |
Brian Gilbert | Vice President Commercial Insurance | Leadership |
104 more people are available in the full profile.
Complete people profiles for EPIC Brokers
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 EPIC Brokers
EPIC Brokers has strategically engaged in corporate development activities, having acquired 26 companies. Notable acquisitions include After, Inc., Benefit Compass and Brokers Insurance Mart.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Property and casualty insurance services are provided nationwide. | sentry.com | Stevens Point, United States | 1995 | Dec 2025 | •••• | |
Water infrastructure maintenance and rehabilitation services are provided. | chartwellins.com | Chicago, United States | 2001 | Feb 2025 | •••• | |
Life insurance solutions and portfolio management services are provided. | tdclife.com | Maumee, United States | 1958 | Oct 2024 | •••• | |
Personal and commercial insurance is provided to individuals and businesses. | phillipsbrosinsurance.com | Chicago, United States | 1873 | Sep 2024 | •••• | |
Insurance services are offered by Centuryins since 1999. | centuryins.com | – | 1999 | Jul 2024 | •••• | |
Excess and surplus lines insurance is provided for commercial properties. | centurysurety.com | Westerville, United States | 1978 | Jul 2024 | •••• | |
Insurance and financial advisory services are provided to clients. | lganet.com | Chicago, United States | 1965 | Nov 2022 | •••• | |
Government entity focused on budgets, legislation, taxes, and public meetings | slco.org | Salt Lake, United States | 1852 | Oct 2022 | •••• | |
Insurance brokerage and consultancy services are provided by SLCO. | slco.tcc.mode | Lafayette, United States | 0 | Oct 2022 | •••• | |
Platform offers life insurance, annuities, and disability incomes | tnbc.com | West Des Moines, United States | 1977 | Oct 2022 | •••• |
Complete acquisition details for EPIC Brokers
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 EPIC Brokers
14 dated milestones of EPIC Brokers across 18 years, from founding to its latest funding, stage changes and deals.
- Founded EPIC Brokers is founded.
- Funding First funding round of $97.5M.
- Funding Latest funding round, Debt – Conventional, of $250.0M.
- Exit Acquired by Oak Hill.
- Acquisition Acquires TNBC.
- Acquisition Acquires SLCO.
- Acquisition Acquires SLCO.
- Acquisition Acquires Larry Gordon Agency.
- Acquisition Acquires Century Insurance Group.
- Acquisition Acquires Centuryins.
- Acquisition Acquires Phillips Bros.
- Acquisition Acquires TDC Life.
- Acquisition Acquires Chartwell Insurance Services.
- Acquisition Acquires Sentry Insurance.
Web traffic of EPIC Brokers
The website of EPIC Brokers (epicbrokers.com) receives about 43K visits a month and ranks #754,099 among all websites worldwide, #3,438 in Insurance.
- Monthly visits43K
▲ 45.8% vs previous month
- Unique visitors13K
per month
- Global rank#754,099
among all websites
- Category rank#3,438
Finance · Insurance
- Bounce rate45%
- Pages per visit3.9
- Average visit1 min 16 sec
- DevicesDesktop 51% · Mobile 49%
Websites whose visitors overlap most with EPIC Brokers. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| coniferinsurance.com | 100% | 62K | #1,305,829 | View details | |
| bizinsure.com | 94% | 48.4K | #1,094,194 | View details | |
| berkley.com | 82% | 89.5K | #439,458 | View details | |
| axaxl.com | 81% | 127.8K | – | View details | |
| jencapgroup.com | 80% | 10.4K | #2,383,782 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 21 similar websites and full traffic analytics for EPIC Brokers
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 21 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Similar companies to EPIC Brokers
10 companies that operate in the same segment as EPIC Brokers (Brokers and Dealers), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Trading in stocks, mutual funds, and commodities is facilitated. | 1995 | Mumbai, Maharashtra, India | – | USD 263.15 M | 1,580 | |
Trading and investment services are provided through an online platform. | 2000 | Mumbai, Maharashtra, India | – | USD 310.83 M | 3,228 | |
Stock brokerage and financial advisory services are provided to investors. | 1989 | San Diego, California, United States | – | USD 16.99 B | 9,000 | |
Discount brokerage services for stock trading are provided. | 1982 | Plantation, Florida, United States | – | – | – | |
Insurance brokerage services are provided globally by Howden Group Holdings. | 1994 | London, England, United Kingdom | USD 680.2 M | – | – | |
Financial services encompassing wealth management and stock brokerage are offered. | 1994 | Mumbai, Maharashtra, India | – | USD 127.79 M | 1,160 | |
Stock brokerage and financial services are provided in India. | 1944 | Mumbai, Maharashtra, India | USD 14.31 M | – | – | |
Online share trading and brokerage services for Indian stocks and mutual funds. | 1994 | Mumbai, Maharashtra, India | – | USD 30.16 M | 383 | |
Stock brokerage services are offered by Finam in Russia. | 1994 | Moscow, Russia | – | USD 956.56 K | – | |
Online trading platform for multiple assets | 1965 | London, England, United Kingdom | USD 25.9 M | USD 44.96 M | 97 |
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Frequently Asked Questions about EPIC Brokers
EPIC Brokers was founded in 2007 and raised its 1st funding round 6 years after it was founded.
EPIC Brokers is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Steve Denton is the current CEO of EPIC Brokers.
EPIC was founded in 2007 and is headquartered in San Francisco, United States. Operations focus on the insurance sector, where brokerage and consulting services are delivered to businesses and individuals. Coverage includes risk management, policy placement, and advisory support across various insurance types. The company serves clients primarily within the United States, with emphasis on tailored solutions for commercial needs.
EPIC Brokers offers Employee Benefits and Risk Management.
EPIC Brokers has made 26 acquisitions, including After, Inc, Benefit Compass, and Brokers Insurance Mart.
EPIC Brokers has 1 investor. Key investors include Oak Hill.
EPIC Brokers operates through Edgewood Partners Insurance Center.
Yes. EPIC Brokers was acquired by Oak Hill in July 2017.