# Alera Group, Inc.

> Alera Group is a national insurance brokerage and financial-services firm that assembled itself in a single day in 2017 when 24 independent agencies merged at once - the first time that many firms in the space joined simultaneously. It sells employee benefits, property and casualty insurance, retirement plans and wealth services to more than 20,000 clients, and has grown to roughly $1.5 billion in revenue and 4,400-plus employees, largely by buying more agencies.

- **Founded:** 2017
- **Headquarters:** Deerfield, Illinois, United States
- **Founders:** Alan Levitz (Founding CEO (now Executive Chairman)), Genstar Capital (Founding private equity backer)
- **Team size:** ~4,600 employees
- **Products:** Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, Wealth Services
- **Notable:** First time 24 independent firms in the space merged simultaneously (January 2017)., Grew to become one of the largest privately held insurance firms in the United States (top 15)., Revenue up roughly 330% since 2018, integrating 125+ offices.

## Products & services

- **Employee Benefits** — Benefits consulting, benchmarking, benefits administration technology, absence and disability management, alternative funding, pharmacy and population health strategies for employers.
- **Property & Casualty Insurance** — Commercial and personal P&C coverage, surety bonds, risk management and claims advocacy across industries.
- **Retirement Plan Services** — Retirement plan design, fiduciary and investment advisory services for plan sponsors and participants.
- **Wealth Services** — Financial planning, asset and investment management, and wealth transfer strategies for individuals, families and business owners.

## Achievements

- First time 24 independent firms in the space merged simultaneously (January 2017).
- Grew to become one of the largest privately held insurance firms in the United States (top 15).
- Revenue up roughly 330% since 2018, integrating 125+ offices.
- Reached ~$1.5 billion in gross revenue and 4,400+ employees by 2025.
- 2024 acquisition of Advanced Capital Group added ~$24 billion in retirement and wealth assets.

## Latest updates

- **2025-02** — Acquired Kaplansky Insurance Agency in Massachusetts, expanding personal and commercial P&C reach.
- **2025-01** — Jim Blue became CEO; Alan Levitz became Executive Chairman; Kyle Samuel named COO and Gary Piantedosi named President.
- **2024-09** — Acquired Advanced Capital Group, adding ~$24 billion in retirement and wealth assets.
- **2024-04** — Sheila Hooda elected to the Alera Group Board of Directors.

## Links

- Website: https://aleragroup.com
- LinkedIn: http://www.linkedin.com/company/aleragroup
- Twitter/X: https://twitter.com/aleragroupus
- Facebook: https://www.facebook.com/AleraGroupUS/

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Profile page: https://yespress.io/alera-group-inc
Published by YesPress — https://yespress.io
Last updated: 2026-08-19