About Marshall+Sterling Insurance
Marshall+Sterling Insurance is a company based in Poughkeepsie (United States) founded in 1864. It operates as a Professional Services, and Commission-Based. Marshall+Sterling Insurance has completed 2 acquisitions, including Putnam and Valley Group. Marshall+Sterling Insurance offers products and services including Business Insurance, Employee Health and Benefits, Personal Insurance, Equine Insurance, and Retirement and Wealth Management.
- Headquarter Poughkeepsie, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Investments & Acquisitions
Putnam
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Products & Services of Marshall+Sterling Insurance
Marshall+Sterling Insurance offers a comprehensive portfolio of products and services, including Business Insurance, Employee Health and Benefits, Personal Insurance, Equine Insurance, and Retirement and Wealth Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Customized plans are offered to safeguard business operations.
Compliant benefits programs are designed for business needs.
Solutions are provided for home and auto protection.
Specialized coverage is offered for equine and farms.
Financial planning services are provided for individuals.
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Funding Insights of Marshall+Sterling Insurance
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Marshall+Sterling Insurance
Marshall+Sterling Insurance has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Putnam and Valley Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Insurance brokerage services are provided to clients nationwide.
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1988 | ||||
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Diversified investment management services are offered by Putnam firm.
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1937 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - MarshallSterling Insurance
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Marshall+Sterling Insurance Comparisons
Competitors of Marshall+Sterling Insurance
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Marshall+Sterling Insurance
When was Marshall+Sterling Insurance founded?
Marshall+Sterling Insurance was founded in 1864.
Where is Marshall+Sterling Insurance located?
Marshall+Sterling Insurance is headquartered in Poughkeepsie, United States. It is registered at Poughkeepsie, New York, United States.
What does Marshall+Sterling Insurance do?
MarshallSterling Insurance is recognized as a leading independent agency in the United States, specializing in business insurance, personal insurance, employee benefits, equine insurance, and wealth management services. Headquartered in Poughkeepsie, NY, the company is licensed across all states and the U.S. Virgin Islands. Customized plans are developed to minimize risk and protect clients assets across various sectors. Comprehensive solutions are offered for businesses, individuals, and specialized industries like equine and ranch operations. Advanced analytics and predictive modeling are utilized to provide actionable insights for risk management. As an employee-owned entity, a strong commitment is maintained to client success and community involvement.
What products or services does Marshall+Sterling Insurance offer?
Marshall+Sterling Insurance offers Business Insurance, Employee Health and Benefits, Personal Insurance, Equine Insurance, and Retirement and Wealth Management.
How many acquisitions has Marshall+Sterling Insurance made?
Marshall+Sterling Insurance has made 2 acquisitions, including Putnam, and Valley Group.