Tracked deals
55
55 tracked deals across 2019-2026.
Operating Company
Financial Services
Integrity
Dallas, Texas, United States
Integrity provides holistic life, health, and wealth planning and solutions designed to help Americans prepare for the good days ahead, including life and health insurance distribution and wealth/retirement planning via an omnichannel agent and advisory network supported by technology.
- Focus Areas
- Wealth management, Retirement planning, Life & health insurance distribution
- Website
- integrity.com
Recent pace
8
8 tracked deals announced in the last 12 months.
Deal mix
Buyout
39 buyout · 15 addon · 1 growth capital
Integrity Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 55 tracked deals for Integrity.
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August 18, 2026
- Buyer
- Integrity, LLC
- Target
- Visionary
- Seller
- Akki Roopani (Visionary-led organization)
- Industry
- Insurance
- Location
- Texas, United States
- Type
- Addon
Integrity, LLC, a Dallas-based distributor of life and health insurance and provider of wealth management solutions, acquired Visionary, an independent marketing organization based in Atlanta, Georgia. The companies said the acquisition will leverage Integrity’s AI-first technology platform and shared services to accelerate agent success and improve the client experience nationwide; financial terms were not disclosed.
-
July 31, 2026
- Buyer
- Integrity
- Target
- Retirement Health Solutions
- Industry
- Healthcare Services
- Location
- Utah, United States
- Type
- Buyout
Integrity acquired Retirement Health Solutions, a Medicare-focused independent marketing organization based near Salt Lake City, Utah. The acquisition adds an embedded agent network to Integrity’s national life and health insurance and wealth management platform, with Retirement Health Solutions expected to use IntegrityCONNECT and Ask Integrity to expand into life insurance, wealth management, and retirement planning.
-
July 9, 2026
- Buyer
- Integrity, LLC
- Target
- Stride Health
- Industry
- Healthcare Services
- Location
- Texas, United States
- Type
- Buyout
Integrity, LLC acquired Stride Health, a portable benefits technology platform that enables flexible digital health insurance enrollment for independent workers. The deal combines Integrity’s AI-powered omnichannel distribution and agent network with Stride’s consumer marketplace and enrollment technology to expand access to under-65 healthcare benefits.
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June 24, 2026
- Buyer
- Integrity, LLC
- Target
- ABC Medicare
- Seller
- Sherry Kremeier, Eddie Kremeier
- Industry
- Financial Services
- Location
- Oklahoma, United States
- Type
- Buyout
Integrity, LLC acquired ABC Medicare, an independent marketing organization based in Oklahoma City, Oklahoma. The acquisition is intended to help ABC Medicare and its agents scale growth and streamline the agent experience using Integrity’s AI-driven technology and shared services.
-
April 29, 2026
- Buyer
- Integrity
- Target
- TC Financial
- Industry
- Insurance
- Location
- Minnesota, United States
- Type
- Buyout
Integrity, an AI-first insurance and wealth distribution platform based in Dallas, acquired TC Financial, a Minneapolis-based independent marketing organization. The acquisition is intended to expand TC Financial’s access to Integrity’s AI-driven technology platform (IntegrityCONNECT and Ask Integrity) and broaden distribution capabilities, including Medicare-focused offerings. Financial terms were not disclosed.
-
- Buyer
- Integrity, LLC
- Target
- JK Financial
- Industry
- Financial Services
- Location
- Missouri, United States
- Type
- Addon
Integrity, LLC announced that JK Financial has joined Integrity, enabling the wealth management firm to deliver holistic life, health, and wealth planning using Integrity’s technology and partner resources. The partnership is positioned to expand JK Financial’s scale while maintaining its personalized, client-first service model.
-
April 7, 2026
- Buyer
- Integrity, LLC
- Target
- Perspective Wealth Planning
- Industry
- Financial Services
- Location
- United States
- Type
- Addon
Integrity, LLC announced that Perspective Wealth Planning has joined Integrity’s holistic wealth management platform. The deal integrates Perspective’s advisors into Integrity Wealth’s technology, data analytics, and broader suite of retirement planning and financial products; financial terms were not disclosed.
-
January 8, 2026
- Buyer
- Integrity Marketing Group, LLC
- Target
- AIMCOR Group, LLC
- Industry
- Insurance
- Location
- Pennsylvania, United States
- Type
- Buyout
Integrity Marketing Group (Integrity) has acquired AIMCOR Group, a national insurance distribution organization based in Malvern, Pennsylvania. AIMCOR’s leadership and owners will remain with the business and become owners in Integrity as the companies integrate AIMCOR’s BGA-focused distribution, services and technology into Integrity’s life, health and wealth platform.
-
March 27, 2025
- Buyer
- Integrity Marketing Group, LLC
- Target
- The Quantum Group
- Industry
- Financial Services
- Location
- Arizona, United States
- Type
- Buyout
Integrity Marketing Group, LLC entered into a definitive agreement to acquire The Quantum Group, an independent life and annuity distribution company based in Scottsdale, Arizona. The deal is intended to expand Integrity’s holistic retirement planning offerings by integrating Quantum’s annuity and life insurance education/training platform and distribution capabilities.
-
- Buyer
- Integrity Marketing Group, LLC, Ash Brokerage
- Target
- Innovative Underwriters, LLC
- Seller
- The Guardian Life Insurance Company of America
- Industry
- Insurance
- Location
- United States
- Type
- Addon
Integrity Marketing Group has entered into a definitive agreement to acquire Innovative Underwriters, a New York City-based brokerage general agency and subsidiary of The Guardian Life Insurance Company of America. After the acquisition, Innovative Underwriters will become a division of Integrity partner Ash Brokerage, expanding Integrity’s technology-enabled platform and underwriting support for financial professionals. Financial terms were not disclosed.
-
- Buyer
- Integrity Marketing Group, LLC
- Target
- Power Team Financial Services
- Industry
- Financial Services
- Location
- California, United States
- Type
- Addon
Integrity Marketing Group partnered with Power Team Financial Services, an independent marketing organization led by Flor and Cristian Orellana based in Corona, California. The deal brings Integrity’s technology, products and support to Power Team to help scale life insurance and retirement solutions for Latino and other underserved communities; financial terms were not disclosed.
-
- Buyer
- Integrity Marketing Group
- Target
- The Insurance Superstore
- Industry
- Insurance
- Location
- Colorado, United States
- Type
- Buyout
Integrity Marketing Group has acquired The Insurance Superstore, an independent Medicare-focused insurance agency led by Brad Keating and headquartered in Colorado Springs, Colorado. The agency will join Integrity’s partner network and gain access to the firm's shared services, insurtech platform, and marketing and operational resources to scale distribution and improve agent support; financial terms were not disclosed.
Related Acquisition Pages
Insurance Buyers & Acquisitions
32 tracked deals by Integrity.
Financial Services Buyers & Acquisitions
18 tracked deals by Integrity.
Healthcare Services Buyers & Acquisitions
3 tracked deals by Integrity.
Data & Analytics Buyers & Acquisitions
1 tracked deal by Integrity.
Acquisitions in Florida
7 tracked deals by Integrity.
Acquisitions in Texas
6 tracked deals by Integrity.
Acquisitions in Missouri
4 tracked deals by Integrity.
Acquisitions in Arizona
3 tracked deals by Integrity.
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