Newport
Insurance · California, United States · 1K - 5K Employees
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Overview
Headquarters
1350 Treat Blvd Ste 300, Walnut Creek, C...Phone Number
(844) 749-9981Website
www.newportgroup.comRevenue
$436.3 MillionIndustry
ZI Rank: 4
Signal Type
Dec
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ZI Rank
4
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4
About Newport
Newport Group, Inc. and its affiliates provide record keeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.Explore more
Newport Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$776.5M
1K - 5K
Private
-
1997
JS
Julie SwansonPresident & CEO & Amp & Amp Compliance Officer & Amp Director, Operations
Company Profile Activity
Activity Insights
Newport is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Newport is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Newport.
Newport financials insights
Gather financial insights about Newport, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$41K
Newport Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Newport is planning to move offices in September 2026. The move will impact employees at the existing office located at 300 Primera Blvd, Lake Mary, FL.
Facilities Relocation/Expansion
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Left Company
Executive Move
Left Company
Executive Move
Newport has announced that Kieran Brady, Chief Financial Officer, has left the organization to serve as Chief Financial Officer at X1 Card.
New Hire
Executive Move
Newport News & Media
Qualified Plan Advisors Launches Pooled Employer Plan (PEP)
OVERLAND PARK, Kan.--(BUSINESS WIRE)--Qualified Plan Advisors (QPA) is pleased to announce the Qualified Plan Advisors Pooled Employer Plan. The retirement plan consulting firm is partnering with Newport Group, Inc. (Newport), a leading independent retirement services provider, to deliver this new fiduciary-friendly, cost-effective solution. This new Pooled Employer Plan (PEP) will help advisors who are eager to assist clients in starting up new plans or growing small plans. But it won’t just bAscensus and Newport Group to Combine and Create a Leading Provider in Tax-Advantaged Savings
DRESHER, Pa., Nov. 3, 2021 /PRNewswire/ -- Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a definitive agreement under which Newport Group (Newport), the Walnut Creek, California-based...PlanMember Announces Pooled Employer Plan
CARPINTERIA, Calif., April 13, 2021 /PRNewswire/ -- PlanMember Financial Corporation, an independent provider of defined contribution services and solutions, is partnering with Newport Group, Inc. ("Newport") to offer the PlanMember Pooled Employer Plan. This modern retirement plan...PlanMember Announces Partnership with Newport Group, Inc.
CARPINTERIA, Calif., March 23, 2021 /PRNewswire/ -- PlanMember Financial Corporation, an independent provider of defined contribution services and solutions, has entered into a partnership with Newport Group, Inc. ("Newport") to offer the PlanMember Retirement and Investment Program: a...
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Newport Group, Inc. and its affiliates provide record keeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.... Read More
