About Nassau Financial Group
Nassau Financial Group is a Financial Services company based in Hartford (United States) founded in 1851 by Phil Gass. Diversified insurance brokerage services are provided from Hartford. Nassau Financial Group has raised $1.38 billion across 9 funding rounds from investors including Golub Capital, Wilton Re and Fortress Investment. Nassau Financial Group has completed 3 acquisitions, including Delaware Life, Foresters Financial and Phoenix Companies. Its chief executive, as recorded, is Phil Gass. Its website nfg.com draws about 54 thousand monthly visits. Its focus areas include Insurance Carriers and Life.
Company details
Nassau Financial Group was established in 1851 in Hartford, United States, within the insurance sector. Brokerage services encompassing various insurance types are offered through its operations. The company is led by Co-Founder and CEO Phil Gass. Focus is placed on diversified client needs in the financial services domain, with activities centered in the United States. Core functions include risk management and policy facilitation for businesses and individuals.
- Total Equity Funding$1.38B (USD)
in 9 rounds
- Latest Funding Round$200M (USD), Series F
Jan 2025
- InvestorsGolub Capital
& 5 more
- Investments & AcquisitionsDelaware Life
& 2 more
Funding Insights of Nassau Financial Group
Nassau Financial Group has successfully raised a total of $1.38B across 9 strategic funding rounds. The most recent funding activity was a Series F round of $200 million completed in January 2025. 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 $1.38B
- Total Rounds 9
- Last Round Series F — $200M
- First Round $598,175
(Jan 2012)
- Investors Count 6
All 9 funding rounds of Nassau Financial 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 |
|---|---|---|---|---|---|
| Jan 2025 | $200M | Series F | – | – | |
| Feb 2024 | $250M | Debt – Conventional | – | – | |
| Sep 2023 | $130M | Series E | – | Fortress Investment | – |
| Jan 2021 | $100M | Series D | – | Wilton Re, Stone Point Capital | – |
| Nov 2018 | $200M | Series D | – | Golden Gate Capital | – |
| May 2015 | $750M | Series D | – | Golden Gate Capital | – |
| Jan 2014 | $156,375 | Unspecified | – | – | – |
| Jan 2013 | $148,250 | Unspecified | – | – | – |
| Jan 2012 | $598,175 | Unspecified | – | – | – |
6 investors in total: 6 institutional.
Investors in Nassau Financial Group
Nassau Financial Group has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include Golub Capital, Wilton Re and Fortress Investment.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Private equity investments, business building, and long-term partnerships in finance and investment sectors. | goldengatecap.com | |||
Private debt investments are managed for U.S. middle market companies. | 1994 | golubcapital.com | Chicago, United States | |
| rbccm.com | ||||
Provider of credit, private equity, and capital investment services | 1998 | fortress.com | Atlanta, United States | |
In-force life insurance and annuities are acquired by Wilton Re. | 1900 | wiltonre.com | New York, United States |
Investor details for Nassau Financial Group
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People of Nassau Financial Group
116 people are tracked at Nassau Financial Group (47 in leadership, 69 in team).
| Name | Role | Group |
|---|---|---|
Phil Gass | Co-Founder & CEO | Leadership |
David E. Czerniecki | Chief Investment Officer | Leadership |
Diane R. Ellsworth | Chief of Staff | Leadership |
Edward W. Cassidy | Managing Principal of Saybrus Partners | Leadership |
Todd Doyle | Vice President & Tax Counsel | Leadership |
Sam S.f. Caligiuri | Vice President, Deputy General Counsel, Chief Compliance Officer And Assistant Secretary | Leadership |
Chassidy Wilson | Director Of Operations, Third Party Oversight | Leadership |
Amy Carlough | Senior Executive Assistant To Chairman & CEO | Leadership |
Bruno Gagliotta | Assistant Vice President At Nassau Financial Group | Leadership |
Marianne Lasala | Second Vice President, Actuarial Governance | Leadership |
James Callahan | Vice President | Leadership |
Junping Shao | President Of 1851 Securities, Inc. (broker-dealer) | Leadership |
Jonathan Insull | Chief Investment Officer, Nassau Global Credit | Leadership |
Allison Corne | Vice President | Leadership |
Aaron Lensink | Director - Operations | Leadership |
Neel Datar | Chief Information Officer | Leadership |
Mike Donovan | Chief Actuary | Leadership |
Jan Buchsbaum | VP Head Of Annuity, Life, And Health Product Development | Leadership |
Doug Siegenthaler | Director Data Analytics | Leadership |
Cathy Fan | Head Of Life And Health Product | Leadership |
96 more people are available in the full profile.
Complete people profiles for Nassau Financial Group
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Investments & Acquisitions by Nassau Financial Group
Nassau Financial Group has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Delaware Life, Foresters Financial and Phoenix Companies.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Life insurance products and services are provided by Delaware Life. | delawarelife.com | Waltham, United States | 2013 | Nov 2022 | •••• | |
Diversified investment management services are provided across various assets. | foresters.com | Toronto, Canada | 1874 | Oct 2019 | •••• | |
Provider of insurance brokerage services | phoenixwm.phl.com | Canton, United States | 1995 | Sep 2015 | $217.2M |
Complete acquisition details for Nassau Financial Group
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Timeline of Nassau Financial Group
6 dated milestones of Nassau Financial Group across 174 years, from founding to its latest funding, stage changes and deals.
- Founded Nassau Financial Group is founded.
- Funding First funding round of $598K.
- Acquisition Acquires Phoenix Companies.
- Acquisition Acquires Foresters Financial.
- Acquisition Acquires Delaware Life.
- Funding Latest funding round, Series F, of $200.0M.
Web traffic of Nassau Financial Group
The website of Nassau Financial Group (nfg.com) receives about 54.2K visits a month and ranks #381,819 among all websites worldwide, #1,965 in Insurance.
- Monthly visits54.2K
▼ 17.8% vs previous month
- Unique visitors25.4K
per month
- Global rank#381,819
among all websites
- Category rank#1,965
Finance · Insurance
- Bounce rate37%
- Pages per visit5.2
- Average visit2 min 13 sec
- DevicesDesktop 53% · Mobile 47%
Websites whose visitors overlap most with Nassau Financial Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
riversource.com | riversource.com | 100% | #1,864,175 | – | |
annuityrateshq.com | annuityrateshq.com | 94% | #606,439 | – | |
| amerilife.com | 88% | 14.3K | #1,818,950 | View details | |
acli.com | acli.com | 88% | #882,188 | – | |
| securian.com | 88% | 216.1K | #154,779 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for Nassau Financial Group
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- 13 similar websites
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Top companies in Insurance & Risk Management
3 companies that operate in the same segment as Nassau Financial Group (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | |||
Financial institution offering insurance & transaction services | 1847 | Jacksonville, United States | USD 500 M | USD 14.51 B | 23,530 | |
Integrated healthcare services and coverage are provided nationwide. | 1945 | United States |
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Related news about Nassau Financial Group
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Frequently Asked Questions about Nassau Financial Group
Nassau Financial Group was founded in 1851 and raised its 1st funding round 161 years after it was founded.
Nassau Financial Group is headquartered in Hartford, United States. It is registered at Hartford, Connecticut, United States.
Phil Gass is the CEO of Nassau Financial Group, as recorded in our data. They have also founded this company.
Nassau Financial Group is a funded company, having raised a total of $1.38B across 9 funding rounds to date. The company's 1st funding round was a Unspecified of $598.18K, raised on Jan 2012.
Nassau Financial Group was established in 1851 in Hartford, United States, within the insurance sector. Brokerage services encompassing various insurance types are offered through its operations. The company is led by Co-Founder and CEO Phil Gass. Focus is placed on diversified client needs in the financial services domain, with activities centered in the United States. Core functions include risk management and policy facilitation for businesses and individuals.
Nassau Financial Group has made 3 acquisitions, including Delaware Life, Foresters Financial, and Phoenix Companies.
Nassau Financial Group has 6 investors. Key investors include Golub Capital, Wilton Re, Fortress Investment, RBC Capital Markets, and Stone Point Capital.