When was CSG Insurance Services founded?

CSG Insurance Services was founded in 2008.

Where is CSG Insurance Services located?

CSG Insurance Services is headquartered in Tempe, United States.

How many employees does CSG Insurance Services have?

As of Aug 31, 2026, the latest employee count at CSG Insurance Services is 2.

Where does CSG Insurance Services rank among its competitors?

CSG Insurance Services ranks 5th amongst 14 active competitors, only 1 of which is funded. AdvisorFinder, which secured $3.25M in Dec, 2024.

Who are the top competitors of CSG Insurance Services?

CSG Insurance Services' top competitors include BlackRock, AdvisorFinder and Goldsmith. Among them, AdvisorFinder secured the most recent funding round in December, 2024.

CSG Insurance Services - 2026 Company Profile & Competitors

CSG Insurance Services is an unfunded company based in Tempe (United States), founded in 2008. It operates as a Provider of subscription-based financial planning and investment management services. CSG Insurance Services has not raised any funding yet. The company has 14 active competitors, including 1 funded and 1 that has exited. Its top competitors include companies like BlackRock, AdvisorFinder and Goldsmith.

Company Details

Provider of subscription-based financial planning and investment management services. They offer tools and expertise tailored to individual needs. The company focuses on reshaping financial advice to be more accessible and flexible. It aims to empower financial futures without requiring asset transfer to advisors.

Key Metrics

Founded Year

2008

Location

Tempe, United States

Stage

Unfunded

Ranked

5^th among 14 active competitors

Employee Count

2 as on Aug 31, 2026

Similar Companies

BlackRock & 46 more

View CSG Insurance Services' full profile

CSG Insurance Services has not raised any funding rounds yet.

CSG Insurance Services' employee count trend

CSG Insurance Services has 2 employees as of Aug 26. Here is CSG Insurance Services's employee count trend over the years:

Employee count trend for CSG Insurance Services

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Top competitors of CSG Insurance Services include BlackRock, AdvisorFinder and Goldsmith. Here is the list of Top 10 competitors of CSG Insurance Services, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	BlackRock 1988, New York City (United States), Public	Provider of investment management and financial technology services	-	B Capital Fund, Greenline & 7 others	69/100
2nd	AdvisorFinder 2023, Virginia Beach (United States), Series A	Provider of an online platform for matching clients with advisors	$3.25M	-	34/100
3rd	Goldsmith 2009, New York (United States), Funding Raised	Provider of executive search services for financial industry leadership and investment roles	-	Coastline Capital	21/100
4th	BayTech Capital Partners 2025, Palo Alto (United States), Unfunded	Provider of M&A, capital raise, valuations, finance strategy, and CFO advisory services	-	-	18/100
5th	CSG Insurance Services 2008, Tempe (United States), Unfunded	Provider of subscription-based financial planning and investment management services	-	-	16/100
6th	Top Dollar Investor 2022, New York (United States), Unfunded	Provider of insights and advice on investing and building wealth	-	-	16/100
7th	SureWell 2026, United States, Unfunded	Provider of financial coordination software for managing personal asset accounts	-	-	16/100
8th	ArchSave San Francisco (United States), Unfunded	Developer of artificial intelligence software for managing personal financial goals	-	-	16/100
9th	Fiducia Labs AI Sarasota (United States), Unfunded	Developer of privacy focused financial intelligence and analysis software platforms	-	-	16/100
10th	Illumintfc 2017, Washington (United States), Unfunded	Provider of financial planning and investment management services for millennials	-	-	15/100