Insights

Niche Client Focus Target boutique financial services for high-earning professionals in law, dentistry, and medicine to tailor income and asset protection solutions and leverage referrals within this tightly defined ecosystem.

Strategic Networking Leverage Irwin Cohen Group’s extensive partner network to identify cross-sell opportunities with insurers, guardians, and ancillary service providers, expanding offering beyond core insurance products.

Brokerage Advantage Position the firm as a broker across multiple insurance carriers to compare coverage options, optimize protection plans, and deliver tailored risk management packages that appeal to stability-focused professionals.

Growth Readiness With annual revenue in the low millions and a lean team, explore scalable digital marketing and referral programs to accelerate client acquisition while maintaining personalized service.

Tech Modernization Utilize existing tech stack (AWS, WordPress, Webflow, SEO tools) to enhance lead generation, client onboarding, and reporting dashboards, enabling data-driven upsell and renewal conversations.

Similar companies to Irwin Cohen Group

Irwin Cohen Group Tech Stack

Irwin Cohen Group uses 8 technology products and services including Varnish, Amazon Web Services, gstatic.com, and more. Explore Irwin Cohen Group's tech stack below.

Irwin Cohen Group's Email Address Formats

Irwin Cohen Group uses at least 3 email formats:
Irwin Cohen Group Email FormatsExamplePercentage
First@irwincohengroup.comJohn@irwincohengroup.com
60%
Last@irwincohengroup.comDoe@irwincohengroup.com
20%
FirstLast@irwincohengroup.comJohnDoe@irwincohengroup.com
20%

Frequently Asked Questions

What is Irwin Cohen Group's official website and social media links?

Minus sign iconPlus sign icon
Irwin Cohen Group's official website is irwincohengroup.com and has social profiles on LinkedIn.

How much revenue does Irwin Cohen Group generate?

Minus sign iconPlus sign icon
As of October 2026, Irwin Cohen Group's annual revenue is estimated to be $1M - $10M.

What is Irwin Cohen Group's NAICS code?

Minus sign iconPlus sign icon
Irwin Cohen Group's NAICS code is 52 - Finance and Insurance.

How many employees does Irwin Cohen Group have currently?

Minus sign iconPlus sign icon
As of October 2026, Irwin Cohen Group has approximately 5 employees across 1 continents, including North America. Key team members include Chief Operating Officer: M. W., President: I. C. and Owner/Vice President: M. C. Explore Irwin Cohen Group's employee directory with LeadIQ.

What industry does Irwin Cohen Group belong to?

Minus sign iconPlus sign icon
Irwin Cohen Group operates in the Financial Services industry.

What technology does Irwin Cohen Group use?

Minus sign iconPlus sign icon
Irwin Cohen Group's tech stack includes Varnish, Amazon Web Services, gstatic.com, WordPress, Microsoft 365, Webflow, Yoast SEO and GoDaddy.

What is Irwin Cohen Group's email format?

Minus sign iconPlus sign icon
Irwin Cohen Group's email format typically follows the pattern of First@irwincohengroup.com. Find more Irwin Cohen Group email formats with LeadIQ.

When was Irwin Cohen Group founded?

Minus sign iconPlus sign icon
Irwin Cohen Group was founded in 2002.
Irwin Cohen Group logo

Irwin Cohen Group

Financial ServicesIllinois, United States2-10 Employees

Irwin Cohen Group is a boutique financial services firm that concentrates on income and asset protection for professionals, particularly attorneys, dentists, and physicians. The firm operates as a broker for multiple insurance providers and acts as a financial representative for Guardian Life Insurance Company, offering structures that aim to safeguard clients’ earnings and personal wealth while supporting business continuity. Based in the Chicago area, the organization emphasizes a personalized approach, leveraging a network of professionals and strategic partners to connect clients with resources that may enhance their practices.
The business serves a professional market within the financial services industry, positioning itself as a connector and advisor focused on risk management and protection planning. Its operations reflect a practitioner-driven model that seeks to anticipate client needs and help clients thrive in their professional activities while safeguarding their families and futures. The firm notes a long-standing history with four decades of activity, highlighting established relationships within its professional network.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Irwin Cohen Group's revenue is estimated to be in the range of $1M - $10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.