The Ridgeback Group

Together We Climb

The Ridgeback Group is a Firm-Owned, national co-op of premier retail life insurance and wealth management Firms.

Our Owners leverage the power of Ridgeback for economies of scale, power in numbers, and a shared vision for long-term value creation.

We are currently comprised of a mature life insurance business, an acquired broker-dealer, a scaled advisory platform, and access to the industry’s largest annuity platform.

The 100-Year Question

How do we build something that outlives us all? At The Ridgeback Group, we call this the “100-Year Question.”

Answering the 100-Year Question is the ultimate test of whether a Firm’s enterprise value is real or fragile. Without continuity, even the strongest book of business is discounted the moment a founder steps aside.

With continuity, client trust, leadership depth, and cultural stability compound across generations and transform a producer-dependent practice into an enduring enterprise.

Owned by Firms, run for Firms, and paid to Firms.

We believe that your voice matters in every decision. Your priorities drive the platform, and when value is created, it comes back to your Firm and not outsiders. The Supermajority rules, a full vote is required, and our annual dividend model ensures your success.

At The Ridgeback Group, you own what you grow, and grow what you own.

The Ridgeback Group has 8 proven ways to close the Growth Void and help your Firm expand. Get in touch to learn more.

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