Finance Specialty

Your partner, presenter and provider to serve you through risk management, insurance brokerage and claims advocacy.

specialty group insurance

Leverage our expertise to help you select the best mix of insurance coverage for your firm.

Our Finance Specialty Group exists to serve broker dealers, RIAs and other financial services firms throughout the insurance selection process.  Our team has been working in E&O and professional liability insurance since 1992, and we bring our expertise to help you navigate the unique and dynamic risk management challenges that you face in the broker dealer and RIA activities.  We believe insurance should not be a buyer-beware proposition, and we’re here to help your firm throughout the selection process to choose the best balance of optimum coverage and competitive rates.

Broker Dealer

Specialized insurance programs designed to mitigate risk and liberate capital for Independent and Managing Broker-Dealers, Investment Banking Firms, Family Offices and Private Equity Firms.

Broker Dealer E&O

We take great pride in providing innovative, specific solutions to a wide variety of financial service firms and professionals with complex and delicate, specialized insurance needs.
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RIA Firm

RIAs, Advisors and Aggregators find the best coverage available through our firm, including Execution Errors, Cyber, Theft / Fidelity, D&O, EPLI, ERISA Bonds and more.

Registered Investment Advisor E&O

We serve the widest array of financial organizations utilizing many insurers. Put our specialized team to work for you.
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Integrity, Vision & Experience

Our seamless approach and visionary leadership are a perfect fit for your business. Led by seasoned professionals with decades of experience delivers a broad range of customized solutions focused on optimizing program design and coverage while maximizing cost efficiencies. 

Our expertise in this specialized area comes with our industry-recognized reputation for exceptional customer service.

Our Approach

Our team works closely with every client to build a specialized insurance program designed to mitigate risk and liberate capital. We take great pride in providing innovative, specific solutions to a wide variety of financial service firms and professionals with complex and delicate specialized insurance needs. We are your advocates with insurance companies. Our strong market connections are based on long-term relationships. As a result, underwriters consistently demonstrate their willingness to help us structure exceptional programs and obtain favorable claims resolutions.

Our Clients

The Financial Service sector is one of InterWeb’s core specialty practices. We understand the unique challenges that face this industry and we know the marketplace intimately.  Our team of brokers assess risk and secure competitive insurance programs for the following:

Speciality Client Testimonials

Lets Get Started

How can we help you?  By answering a few questions we can get you to the right person.