IMA Financial Group key facts
- Provider of insurance and wealth management services intended to incorporate secure asset optimization and investment strategies.
- It has raised $3.2B; the latest was Debt Refinancing ($50.0M) in Dec 2025.
- Notable investors include New Mountain Capital, SkyKnight Capital, The Stephens Group.
- Status: Privately Held (backing).
Who backs IMA Financial Group
3- ·Watch IMA Financial Group: the Monday email on marks, rounds and moves
IMA Financial Group funding rounds
No funding rounds for IMA Financial Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
IMA Financial Group investors
3 investors are on record for IMA Financial Group, including New Mountain Capital, SkyKnight Capital and The Stephens Group. By type, the record holds 2 private equity firms and 1 family office.
About IMA Financial Group
Provider of insurance and wealth management services intended to incorporate secure asset optimization and investment strategies. The company specializes in financial advisory strategies, goal-based planning and retirement income modeling while balancing the risk and return, enabling its customers to facilitate secure portfolio management by the regulations.
- Sector
- Financial Services
- HQ
- Denver, CO, United States
- Founded
- 1973
- Employees
- 3,000
- Website
- imacorp.com/
- Ownership
- Privately Held (backing)
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IMA Financial Group doesn't have a valuation on record yet — one is published once a priced round, a reported valuation, fund marks, or secondary prints surface in our sources. The rest of the record below builds toward it.