NIW Companies, Inc.
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NIW Companies, Inc. - overview
Established
2000
Location
Plano, TX, US
Primary Industry
Financial Services
About
Based in Texas, US, and founded in 2000, NIW Companies, Inc. operates as a financial services company providing estate, business, and retirement planning solutions to high-net-worth professionals. In January 2023, the firm was acquired by Simplicity Financial Marketing Holdings Inc. , a portfolio company of Lee Equity Partners.
The company through its strategies Kai-Zen®, Tri-Zen®, and the interactive, strategy management platform, ilia®, provides financial and accounting services. Kai-Zen strategy provides an additional, 3 times more money to fund cash accumulating life insurance policy (IUL) using leverage to minimize expenses and maximize the potential for accumulation. Tri-Zen strategy provides a pre-tax benefit strategy to triple premiums into cash accumulation IUL using employer contributions and bank leverage. The other strategies offered by the company include leveraged savings plan, enhanced split dollars, and cash streams.
Current Investors
Simplicity Financial Marketing Holdings Inc.
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services, Software
Website
www.niwcorp.com
Verticals
Mobile Apps
Company Stage
Add-on
Total Amount Raised
Subscriber access only
NIW Companies, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | NIW Companies, Inc. | - |
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