About Union Bay Risk Advisors
Union Bay Risk Advisors is a Financial Services company based in Princeton (United States) founded in 2020. It offers insurance advice and policies for personal and business protection through partnerships. It operates on a B2B and B2C model. Union Bay Risk Advisors has completed 4 acquisitions, including Farrell Insurance Associates, LaBrozzi Insurance Group and Skar Insurance Group. Union Bay Risk Advisors offers products and services including Personal Insurance and Business Insurance. Its focus areas include Insurance, Property-Casualty, Personal Insurance and Business Insurance. Its legal entity is Union Bay Risk Advisors LLC. Its competitors include Embroker, Attune Insurance and BOLT Insurance Agency; 1 of its 3 listed competitors has raised funding.
Company details
Union Bay Risk Advisors LLC is an independent insurance agency that assists clients in finding affordable policies for personal needs like homes and cars, and business risks. They partner with respected insurers to provide comprehensive coverage options. Operating primarily from Lancaster, Pennsylvania, with offices in Delaware, New Jersey, New York, Indiana, and Michigan, they serve individuals and businesses across several states.
- Headquarters Princeton, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website unionbayrisk.com
- Social LinkedIn Facebook
- Legal Name Union Bay Risk Advisors Llc
- Investors
- Investments & AcquisitionsFarrell Insurance Associates
& 3 more
Products & Services of Union Bay Risk Advisors
Union Bay Risk Advisors offers a comprehensive portfolio of products and services, including Personal Insurance and Business Insurance.
Covers homes, cars, and liability for individuals
Provides risk coverage for business assets and operations
Funding Insights of Union Bay Risk Advisors
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Union Bay Risk Advisors 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 |
|---|---|---|---|---|---|
| Nov 2025 | Private Equity Round | – | Thayer Street Partners | – |
1 investors in total: 1 institutional.
Investors in Union Bay Risk Advisors
Union Bay Risk Advisors has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include Thayer Street Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Thayer Street Partners is engaged in providing growth capital. | thayerstreet.com |
Investor details for Union Bay Risk Advisors
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- Complete investor list
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Investments & Acquisitions by Union Bay Risk Advisors
Union Bay Risk Advisors has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Farrell Insurance Associates, LaBrozzi Insurance Group and Skar Insurance Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Trucking insurance coverage is provided in multiple U.S. states. | skarinsurance.com | Grand Rapids, United States | 2015 | Feb 2024 | •••• | |
Comprehensive insurance coverage is offered to individuals and businesses. | theahearnagency.com | Port Jervis, United States | 2009 | Sep 2023 | •••• | |
Provider of insurance brokerage services | labrozzigroup.com | Bradford, United States | 2004 | Nov 2022 | •••• | |
Personal, property, and business insurance services are provided. | farrellinsuranceagency.com | Lansdale, United States | 1996 | Sep 2022 | •••• |
Complete acquisition details for Union Bay Risk Advisors
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Timeline of Union Bay Risk Advisors
6 dated milestones of Union Bay Risk Advisors across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Union Bay Risk Advisors is founded.
- Acquisition Acquires Farrell Insurance Associates.
- Acquisition Acquires LaBrozzi Insurance Group.
- Acquisition Acquires The Ahearn Agency.
- Acquisition Acquires Skar Insurance Group.
- Funding First funding round.
Competitors of Union Bay Risk Advisors
Union Bay Risk Advisors has 3 listed competitors in our database, 1 of them funded. They include Embroker, Attune Insurance and BOLT Insurance Agency.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| embroker.com | 2015 | San Francisco, United States | $142.4M | 96 | Online insurance comparison platform for small and mid-sized businesses | |
| attuneinsurance.com | 2016 | New York, United States | 146 | Small business insurance is offered through an online platform. | ||
| boltinsurance.com | 2010 | Hartford, United States | Business insurance is offered via an online quoting platform. |
Detailed competitors of Union Bay Risk Advisors
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- Full competitor set
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Top companies in Insurance Providers
3 companies that operate in the same segment as Union Bay Risk Advisors (Insurance Providers) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of a cloud-based platform for life and P&C insurance | 2015 | New York, New York, United States | USD 644 M | USD 615.2 M | 1,471 | |
Online small business insurance policies are provided. | 2016 | Palo Alto, California, United States | USD 1.12 B | 549 | ||
App-based comparison platform for financial products | 2009 | San Francisco, California, United States | USD 123.3 M | USD 836.6 M | 650 |
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Related news about Union Bay Risk Advisors
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Frequently Asked Questions about Union Bay Risk Advisors
Union Bay Risk Advisors was founded in 2020 and raised its 1st funding round 5 years after it was founded.
Union Bay Risk Advisors is headquartered in Princeton, United States. It is registered at Princeton, New Jersey, United States.
Union Bay Risk Advisors LLC is an independent insurance agency that assists clients in finding affordable policies for personal needs like homes and cars, and business risks. They partner with respected insurers to provide comprehensive coverage options. Operating primarily from Lancaster, Pennsylvania, with offices in Delaware, New Jersey, New York, Indiana, and Michigan, they serve individuals and businesses across several states.
Union Bay Risk Advisors's top competitors include Embroker, Attune Insurance and BOLT Insurance Agency.
Union Bay Risk Advisors offers Personal Insurance and Business Insurance.
Union Bay Risk Advisors has made 4 acquisitions, including Farrell Insurance Associates, LaBrozzi Insurance Group, and Skar Insurance Group.
Union Bay Risk Advisors has 1 investor. Key investors include Thayer Street Partners.
Union Bay Risk Advisors operates through Union Bay Risk Advisors Llc.