United Brokerage Services

Insurance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

3030 Harbor Ln N Ste 140, Minneapolis, M...

Phone Number

(763) 512-1680

Revenue

$12.4 Million

Industry

Insurance
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About United Brokerage Services

United Brokerage Services (UBSi) is an independently owned and operated national sales and marketing financial organization. Established in 1989, the company represent 30+ insurance carriers that offer a wide variety of insurance products to fit your needs. The company works with each person and their individual needs; whether it is working with a financial rep with case design details and direction or working with the company's clients and getting their financial life organized. The company's mission is to help create, keep and pass on wealth through great service and integrity.Explore more
United Brokerage Services's Social MediaPopular Searchesunited brokerage services IncUnited Brokerage ServicesUnited Brokerage Services - IncUnited Brokerage Services LLCUnited Brokerage CoSIC Code 64,641NAICS Code 52,524Show more

United Brokerage Services Org Chart

PhoneEmail
DG
United States flag for contact location.

Office, The Executive Director & Chief Operat...

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PhoneEmail
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KM
United States flag for contact location.

Director

PhoneEmail
UH
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Legal Bank Regulatory Head (Americas)

PhoneEmail
RF
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Onboarding Director, Operations

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Compare Similar Companies to United Brokerage Services

Compare insights from companies similar to United Brokerage Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

United Brokerage Services

$12.4M
11-50
Private
<$5M
1989
DG
Daniel GordilloOffice, The Executive Director & Chief Operating Officer (Americas)
<$5M
1-10
Private
-
2006
BZ
Beau ZumbuschFinancial Advisor
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

United Brokerage Services is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

United Brokerage Services is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about United Brokerage Services.

United Brokerage Services financials insights

Gather financial insights about United Brokerage Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$27K

See All United Brokerage Services's Financials Insights

United Brokerage Services Tech Stack

A closer look at the technologies used by United Brokerage Services

Most Recent Scoops

Promotion
Raffael Furrer has been promoted from Director, Business Finance to the role of Manager, Business & Chief Information Officer & Director, Investment Management.
Seeking Replacement
Funding
United Brokerage Services has received an SBA PPP loan in the amount of $27,347 from U.S. Bank resulting in the retention of 3 jobs.
Project
we have identified the company is interested in performance marketing strategies. Mary Beseke serves as Vice President, Marketing.
Project
we have identified upcoming marketing initiatives regarding a website upgrade. Mary Beseke serves as Vice President, Marketing.
Upgrade, eCommerce, Website
Project
IT Audit / Compliance, IoT
See more scoops

Top Insurance Companies

Frequently Asked Questions Regarding United Brokerage Services

What is United Brokerage Services's official website?
United Brokerage Services's official website is www.unitedbrokerageservices.com
What is United Brokerage Services's Revenue?
United Brokerage Services's revenue is $12.4 Million
What is United Brokerage Services's SIC code?
United Brokerage Services's SIC: 64,641
What is United Brokerage Services's NAICS code?
United Brokerage Services's NAICS: 52,524
How many employees does United Brokerage Services have?
United Brokerage Services has 11-50 employees
What industry does United Brokerage Services belong to?
United Brokerage Services is in the industry of: Insurance
What is United Brokerage Services competition?
United Brokerage Services top competitors include: Copper Canyon Wealth Management, Asset & Income Management, Murphy Wealth Management, Goodrich and Associates
What technology does United Brokerage Services use?
Some of the popular technologies that United Brokerage Services uses are: Freshservice, Zingfit, reCAPTCHA, PHP
How do I contact United Brokerage Services?
United Brokerage Services contact info: Phone number: (763) 512-1680 Website: www.unitedbrokerageservices.com
What does United Brokerage Services do?

United Brokerage Services (UBSi) is an independently owned and operated national sales and marketing financial organization. Established in 1989, the company represent 30+ insurance carriers that offer a wide variety of insurance products to fit your needs. The company works with each person and their individual needs; whether it is working with a... financial rep with case design details and direction or working with the company's clients and getting their financial life organized. The company's mission is to help create, keep and pass on wealth through great service and integrity.Read More

What are United Brokerage Services social media links?
United Brokerage Services Linkedin page United Brokerage Services Facebook page
Is United Brokerage Services a public company?
United Brokerage Services is private company therefore does not currently have an official ticker symbol
See more information about United Brokerage Services

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