Risk Transfer Advisory (RTA) Group
Insurance • 
Drexel Hill, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | Drexel Hill, Pennsylvania, United States |
| Phone number | +19548205089 |
| Website | |
| NAICS | 52 |
| Keywords | Payroll, Mergers And Acquisitions, PEO, Insurance |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Risk Transfer Advisory (RTA) Group
Dennis Pauls
President
Risk Transfer Advisory (RTA) Group Email Formats
Risk Transfer Advisory (RTA) Group uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@risktag.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@risktag.com | 100% |
About Risk Transfer Advisory (RTA) Group
We are an investment holding company who is reimagining employee benefits, insurance/risk, outsourced HR and financial services with a people first model. We are passionate about building a network of growing, innovative and ambitious independent organizations to ignite growth through partnerships. -Access to Capital -Partnerships to increase value driven to clients -Best Practice Sharing -Proven RevOps and Digital Marketing to elevate your brand -CEO, CFO, COO, CHRO & Producer Coaching/Peer Groups -The upside of doing acquisitions without using your own capital. -The ability to choose how and when you "retire" in your business We believe every resource we invest in should come from your direct feedback. You are not willing to let go of your culture and "integrate" into someone elses. We recognize that our industry needs to evolve and that requires significant investment in technology and a transition away from the "Status Quo". We should have a conversation if any of these describe you: 1) You are intellectually curious. 2) You have no tolerance for whining, mediocrity, or blaming other people. 3) You take 100% responsibility for every aspect of your life. No exceptions. 4) Even in victory, you're evaluating what could have been done better. 5) You recognize that a major part of your life's joy comes from your work and recognize your personal and professional life intertwines. 6) When you say your people are your most important asset, it's not a catchphrase. You mean it. 7) You have thought about taking advantage of the market multiples but the stories you've heard keep you from pursuing "a deal". 8) You have an insatiable drive for constant growth and improvement. 9) You aren't sure what your succession plan looks like. 10) You believe your business's success will be determined by your ability to attract the best talent. 11) You've considered a deal but the thought of trading in the culture and legacy you've built isn't a compromise you want to make.
Risk Transfer Advisory (RTA) Group revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $547,552 |
| Total funding | $43,000,000 |
Employees by Management Level
Total employees: 1-10
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Funding Data
Explore Risk Transfer Advisory (RTA) Group's funding history, including investment rounds, total capital raised, and key backers.
Risk Transfer Advisory (RTA) Group Tech Stack
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