Saxon
About Saxon
Saxon is a Financial Services company, and was acquired by AssuredPartners in October 2024. Provider of wealth management services. Saxon offers products and services including Employee Benefits Services, Wealth Management, and Insurance Plans. Its focus areas include Asset Management and Wealth Management. Its legal entity is Saxon Financial Services.
Company details
Saxon offers Employee Benefits Services, Wealth Management, Insurance Plans while focusing on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of wealth management services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs.
- Stage Acquired
- SectorsFinancial Services
- Website gosaxon.com
- Social LinkedIn
- Acquired by AssuredPartners (Oct 2024)
- Legal Name Saxon Financial Services
- Investors
- Acquired byAssuredPartners
(Oct 2024)
Products & Services of Saxon
Saxon offers a comprehensive portfolio of products and services, including Employee Benefits Services, Wealth Management, and Insurance Plans.
Provides plans for employee health and benefits compliance.
Offers strategies for personal and company financial planning.
Delivers coverage options for businesses and individuals.
Investors in Saxon
Saxon has secured backing from 1 investor. Prominent investors backing the company include AssuredPartners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Life insurance, risk management, and related services are provided. | 2011 | assuredpartners.com | Lake Mary, United States |
Investor details for Saxon
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 Saxon
5 people are tracked at Saxon (2 in leadership, 3 in team).
| Name | Role | Group |
|---|---|---|
Karie Waddell Gallo | COO | Leadership |
Dave Smetana | CFO | Leadership |
Tracy Greene | Account Manager | Team |
Lexi Kofron | Marketing Coordinator | Team |
Olivia Brumleve | Licensed Insurance Broker | Team |
Complete people profiles for Saxon
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.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Saxon
Complete news archive for Saxon
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Saxon
Saxon offers Employee Benefits Services, Wealth Management, Insurance Plans while focusing on offering financial products and advice, managing assets, and managing wealth portfolios. Provider of wealth management services. Delivering reliable solutions, it emphasizes quality, efficiency, and meeting diverse client needs.
Saxon offers Employee Benefits Services, Wealth Management, and Insurance Plans.
Saxon has 1 investor. Key investors include AssuredPartners.
Saxon operates through Saxon Financial Services.
Yes. Saxon was acquired by AssuredPartners in October 2024.