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Together we climb

We help the biggest, baddest, and best firms be even better. Period.

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MEANINGFUL CO-VENTURES

The Network of Networks

Today’s high-net-worth clients require… more.

The Ridgeback Group can help with that.

We’ve leaned on a century’s worth of distribution experience to fundamentally change the distribution experience.

We call it the Network of Networks.

As a member of The Ridgeback Group, your firm would be integrated directly into a constellation of like-minded partners, providing you with access to meaningful co-ventures, enhanced financial terms, and opportunities to commercialize your expertise.

Whatever your clients require, you’ll be able to support them. And whatever your business needs, we’ll be able to help you build.

FIRM-FOCUSED TECHNOLOGY

We live at the intersection of distribution and technology

At The Ridgeback Group we’ve created (and are constantly improving) a proprietary platform designed at the firm level. An end-to-end tech evolution that integrates and enhances all of the systems that are essential to your everyday business.

Welcome to Base Camp. Take a look around. Your work-life is about to get a whole lot easier.


Hear Ridgeback Co-Founder Matt Murphy talk about our tech
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Base Camp is personalized for every producer on the platform. Use it to track up-to-the-minute commissions, take advantage of built-in reporting capabilities, and even determine deposit frequencies that align with your own books and records.

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Use our natural AI program, Compass, to quickly gather and review industry information, including product competitiveness, carrier financial durability, and more. You can even use it to predict the potential underwriting outcome of a given case or the products available for a particular design objective.

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Connect and collaborate in real time with our team using HIPAA-compliant and secure messaging software.

Receive daily updates on your in-force business, and be alerted to important policy milestones including conversions, anniversaries, missed premiums, and servicing opportunities.

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Generate illustrations and begin applications the way it should be – as a single, integrated workflow. No more redundant data entry or wasted time.

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COMPLEX ILLUSTRATION ANALYSIS

A smart and sophisticated tool for smart and sophisticated advisors

Illumine™ is a trailblazing life insurance analysis tool that uses precision product emulation and proprietary stochastic modeling to measure the likelihood of a policy’s success (in force or prospective).

It’s kind of like your own personal crystal ball. And you can only get it at Ridgeback.

Armed with the insights from Illumine™, you’ll be able to have healthy, honest, and proactive conversations with your clients—helping them ask better questions and empowering you to provide better answers.


“Illumine™ gives my firm the ability to analyze our book and objectively assess how we and the carriers are doing in delivering on our promises to clients and advisors.”

Keith Friedman Founder & CEO, FBO Strategies
Founding Firm of The Ridgeback Group
Go under the hood with the creators of Illumine™

FAVORABLE PRICING

An approach to pricing that favors you

Our compensation philosophy is simple: All firms pay a modest operating cost, and you’re only ever charged for the resources you need. (See? Simple.)

We don’t believe in a gridded system or annual resets or making you play games. We’d rather provide you with big services for a small fee than the other way around.

Transparent. Flexible. Fair.

DEEP CARRIER RELATIONSHIPS

Nobody reaches the mountaintop alone

At the end of the day, this is a relationship business—with the right strategic partners, there’s no telling how far you can go and how high you can climb.

That’s why we’ve focused on creating deep ties with a core group of carriers who are firm-first and hungry to help grow your business. Think top payout terms and direct access to key executives.

You can work with the same carriers and get the same results. Or you can align with the partners who are going in the same direction as you: Up.


“The Ridgeback Group is a special team with a passion for this business and a clear vision of what they want to accomplish on behalf of and alongside their partners and clients.”

Mehran Assadi Chairman, CEO & President, National Life Group

TRUE OWNERSHIP

Own what you grow and share in true partnership

The Ridgeback Group doesn’t answer to venture capitalists or private equity investors.

Instead, we are majority-owned and controlled by our member firms.

This unique structure allows us to avoid unwanted change and instead focus on what’s most important: Growing your firm.


“The team at Ridgeback have helped build successful companies before and I trust them to do it again. This time with the best interest of us [firms] as the priority.”

Jim Teegarden CEO, Impact Wealth
Founding Firm of The Ridgeback Group
Learn how to become a Founding Firm

REJECT THE STATUS QUO

We don’t want every firm, we want the right firms

If you’re a trendsetter, a change agent, an expedition leader, this might be the group for you.

We cater to firms that want to swim against the sea of sameness and principals who put their client’s needs above all else, even top-line revenue.

Those with the conviction and constitution to scale the mountain with us won’t just be rewarded with a better view, but also real and meaningful gains.

Start your climb

LONG-TERM COMMITMENT

100
years. firms.

The Ridgeback Group was created to serve the 100 best, brightest, and most ambitious firms.

Keeping our group selective and strategically small allows us to spend less energy on rabid recruiting and more time on you.

You have our undivided attention. We want to get into the weeds with you and your team and build something special. Something that will be around for the next 100 years.