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Alera Group
Alera Group offers risk management, insurance, and financial services. Its solutions include employee benefits, property and casualty insurance, retirement...
Alera Group
Alera Group offers risk management, insurance, and financial services. Its solutions include employee benefits, property and casualty insurance, retirement plan services, and wealth management. The company serves businesses, individuals, families, and communities, founded in 2017 in Deerfield, Illinois.
General information
Firm type
Insurance and Wealth Management
Year founded
2016
Location
Region
North America
Country
United States
City
Deerfield
Corporate office
Deerfield, IL, United States
Principals
Alan Levitz
CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Alera Group?
Alera Group is an insurance brokerage and consulting firm, not an asset allocator in the institutional sense. The firm advises clients on insurance placement and employee benefits, while its wealth management division provides financial advisory services. Strategic decisions and capital deployment for acquisitions are led by CEO Alan Levitz and the executive team, with oversight from private equity sponsor Genstar Capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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