Company Description
TWFG is a leading, high-growth, independent distribution platform for personal and commercial insurance in the United States.
Our offerings are fulsome and flexible in that we offer all lines of insurance, multiple distribution contract options, M&A services, proprietary virtual assistants, proprietary technology, proprietary premium financing, unlimited continuing education, recognition programs, co-op funding, marketing support and overall lower costs to operate.
Our business model, developed by agents for agents, serves over 2,400 TWFG Agencies and offers a distinctive level of autonomy and entrepreneurial opportunity.
We provide TWFG Agencies with resources, technology, training and insurance carrier access to succeed in an increasingly complex market.
We operate on a singular, integrated agency management system that equips TWFG Agencies with advanced tools for efficient Client management, policy management and communication in a cost-effective manner.
| Country | United States |
| Founded | 2001 |
| Industry | Insurance - Diversified |
| Sector | Financials |
| Employees | 264 |
| CEO | Richard F. Bunch III |
Contact Details
Address: 1201 Lake Woodlands Drive, Suite 4020 The Woodlands, TX 77380 United States | |
| Phone | (281) 367-3424 |
| Website | twfg.com |
Stock Details
| Ticker Symbol | TWFG |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0002007596 |
| SIC Code | 6411 |
Key Executives
| Name | Position |
|---|---|
| Richard F. (“Gordy”) Bunch III | Chief Executive Officer, Chairman and Director |
| Katherine C. Nolan | Chief Operating Officer |
| Charles Alexander Bunch | Chief Creative and Marketing Officer |
| Janice E. Zwinggi | Chief Financial Officer |
| Julie E. Benes | General Counsel and Secretary |
| Jonathan Anderson | Director |
| Michelle Caroline Bunch | Director |
| Michael Doak | Director |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Jun 24, 2024 | S-1 | General form for registration of securities under the Securities Act of 1933 |
| Jun 3, 2024 | DRS/A | [Amend] [Cover] Draft Registration Statement |
| Apr 12, 2024 | DRS/A | [Amend] [Cover] Draft Registration Statement |
| Jan 19, 2024 | DRS | [Cover] Draft Registration Statement |