Insights

Mid-market Focus Magis Advisory Group operates in the mid-size private firm space, positioning them as a bridge between local/regional knowledge and national capabilities. This suggests sales opportunities for scalable insurance and advisory offerings tailored to mid-market clients seeking personalized service with broader market reach.

Insurance & Advisory The firm blends insurance with advisory services, indicating potential cross-sell opportunities for risk management, employee benefits, financial planning, and investment services to current clients and prospects seeking integrated solutions.

Private Ownership Advantage As a privately owned firm emphasizing servant leadership and nimbleness, Magis may value flexible, client-centric arrangements. This opens chances for bespoke partnerships, faster decision cycles, and pilots for new products or service models.

Tech Stack Readiness A modern tech stack including Squarespace, Microsoft 365, and digital security tools suggests receptiveness to digital-enabled services, data analytics, and secure client portals. This supports outreach for tech-enabled insurance solutions and scalable advisory platforms.

Growth Momentum With a reported revenue range of $100M–$250M and recent staffing additions such as a Senior Consultant, Magis is in growth mode. This presents opportunities to offer premium insurance programs, risk management enhancements, and consulting services aligned with expansion plans.

Similar companies to Magis Advisory Group

Magis Advisory Group Tech Stack

Magis Advisory Group uses 8 technology products and services including Open Graph, RSS, Squarespace, and more. Explore Magis Advisory Group's tech stack below.

Magis Advisory Group's Email Address Formats

Magis Advisory Group uses at least 1 email format:
Magis Advisory Group Email FormatsExamplePercentage
First@magisadvisorygroup.comJohn@magisadvisorygroup.com
100%

Frequently Asked Questions

What is Magis Advisory Group's official website and social media links?

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Magis Advisory Group's official website is magisadvisorygroup.com and has social profiles on LinkedIn.

How much revenue does Magis Advisory Group generate?

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As of September 2026, Magis Advisory Group's annual revenue is estimated to be $100M - $250M.

What is Magis Advisory Group's NAICS code?

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Magis Advisory Group's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Magis Advisory Group have currently?

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As of September 2026, Magis Advisory Group has approximately 24 employees across 2 continents, including North America and Europe. Key team members include Vice President Of Finance And Administration: M. R., Co-Founder & President: R. C. and Director Of Implementation: D. J. Explore Magis Advisory Group's employee directory with LeadIQ.

What industry does Magis Advisory Group belong to?

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Magis Advisory Group operates in the Insurance industry.

What technology does Magis Advisory Group use?

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Magis Advisory Group's tech stack includes Open Graph, RSS, Squarespace, Cart Functionality, Squarespace Commerce, Microsoft 365, Vimeo and Sitelock.

What is Magis Advisory Group's email format?

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Magis Advisory Group's email format typically follows the pattern of First@magisadvisorygroup.com. Find more Magis Advisory Group email formats with LeadIQ.

When was Magis Advisory Group founded?

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Magis Advisory Group was founded in 2020.
Magis Advisory Group logo

Magis Advisory Group

InsuranceOhio, United States11-50 Employees

Magis Advisory Group is a mid-size insurance-focused firm based in Avon, Ohio, serving clients with a locally anchored perspective complemented by awareness of the national landscape. The firm emphasizes servant leadership and aims to deliver nimble, client-centric advisory services, with decision-making authority distributed among its team to benefit clients directly. Its structure and approach are designed to balance understanding of local markets with broader industry context in order to address complex insurance needs for its clients.

In the market, Magis Advisory Group operates within the insurance sector and positions itself as a privately owned, mid-market firm that can respond quickly and attentively to client requirements. The team has added experienced personnel, such as a recent hire described as a senior consultant, indicating ongoing expansion of capabilities. The company maintains its headquarters in Avon, Ohio, and provides securities and investment advisory services through affiliated entities, while clearly delineating its non-affiliation with those affiliates.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    Magis Advisory Group's revenue is estimated to be in the range of $100M - $250M

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