Nassau Financial Group

Hartford, United States Founded: 1851 • Age: 175 yrs
Diversified insurance brokerage services are provided from Hartford.
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About Nassau Financial Group

Nassau Financial Group is a company based in Hartford (United States) founded in 1851 by Phil Gass.. 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.

  • Headquarter Hartford, United States
  • Founders Phil Gass
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Insurance & Risk Management
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $1.38 B (USD)

    in 9 rounds

  • Latest Funding Round
    $200 M (USD), Series F

    Jan 10, 2025

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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People of Nassau Financial Group
Headcount 500-1000
Employee Profiles 116
Employee Profiles
People
Derek Chinich
Manager Life And Annuities Customer Care Operations
People
David E. Czerniecki
Chief Investment Officer
People
Diane R. Ellsworth
Chief of Staff
People
Edward W. Cassidy
Managing Principal of Saybrus Partners

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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
  • Total Rounds 9
  • Last Round Series F — $200.0M
  • First Round

    (03 Jan 2012)

  • Investors Count 6
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2025 Amount Series F - Nassau Financial Group Valuation

investors

Feb, 2024 Amount Debt – Conventional - Nassau Financial Group Valuation

investors

Sep, 2023 Amount Series E - Nassau Financial Group Valuation Fortress Investment
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Private equity firm investing in global financial services sectors.
Founded Year Domain Location
Private equity investments, business building, and long-term partnerships in finance and investment sectors.
Founded Year Domain Location
Private debt investments are managed for U.S. middle market companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. 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.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Life insurance products and services are provided by Delaware Life.
2013
Provider of insurance brokerage services
1995
Diversified investment management services are provided across various assets.
1874
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Nassau Financial Group

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Nassau Financial Group Comparisons

Employees
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Competitors of Nassau Financial Group

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Nassau Financial Group

Frequently Asked Questions about Nassau Financial Group

When was Nassau Financial Group founded?

Nassau Financial Group was founded in 1851 and raised its 1st funding round 161 years after it was founded.

Where is Nassau Financial Group located?

Nassau Financial Group is headquartered in Hartford, United States. It is registered at Hartford, Connecticut, United States.

Who is the current CEO of Nassau Financial Group?

Phil Gass is the current CEO of Nassau Financial Group. They have also founded this company.

Is Nassau Financial Group a funded 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 Series E of $130M, raised on Jan 03, 2012.

What does Nassau Financial Group do?

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.

How many acquisitions has Nassau Financial Group made?

Nassau Financial Group has made 3 acquisitions, including Delaware Life, Foresters Financial, and Phoenix Companies.

Who are Nassau Financial Group's investors?

Nassau Financial Group has 6 investors. Key investors include Golub Capital, Wilton Re, Fortress Investment, RBC Capital Markets, and Stone Point Capital.

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