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Prevail Holdings, Inc
Prevail Holdings, Inc. operates as a wealth management firm that provides financial planning, tax-free strategies, investment management, real estate strategies, corporate-sponsored 401ks, life insurance, and venture capital. The company serves individuals and business owners through an integrated, team-based approach designed to help clients create, grow, and preserve their wealth.
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Prevail Holdings, Inc at a glance
Prevail Holdings, Inc is a financial services company headquartered in United States. Its most recent funding round raised $500,000 in December 2017. Xcout tracks 15 named people at Prevail Holdings, Inc, including Kerry Lawing (CEO Managing Partner, Private Markets). Xcout recorded 5 job postings from Prevail Holdings, Inc in the last 90 days.
Prevail Holdings, Inc leadership
- Kerry LawingCEO Managing Partner, Private Markets
- Andrew StaffordPresident Managing Partner, Public Markets
- Brad LawingSenior Vice President Managing Partner, Prevail Strategies
- Heather HeckadonVice President Managing Partner, Advisor Integration
- Marcia Vander WalDirector Managing Partner, Strategic Initiatives
- Craig GordonVice President Managing Partner, Advisor Development & Strategy
9 more named people on record for Prevail Holdings, Inc, with roles, board committees and tenure — see the full roster →
Prevail Holdings, Inc funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $500,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Prevail Holdings, Inc
Xcout recorded 5 job postings from Prevail Holdings, Inc in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Prevail Holdings, Inc's hiring signals →
Prevail Holdings, Inc competitors
A few of Prevail Holdings, Inc's closest competitors — see the full list of competitors and alternatives →
Axcelus Financial provides private placement life insurance and annuity-based solutions tailored for high-net-worth individuals, family offices, and institutional clients. The company helps its clients grow, preserve, and transfer assets through tax-efficient investment structures focused on alternative markets such as private credit and real estate.
National Financial Partners (NFP) is a U.S.-based insurance brokerage and wealth-management company serving businesses, individuals, and financial institutions. It provides employee benefits, property and casualty insurance, retirement-plan services, life insurance, and wealth-management solutions, and became an Aon company in 2024.
Primerica is a provider of insurance, investment and financial services to middle-income families in the United States and Canada.
Prudential Advisors is a consumer-facing brand name and network of financial professionals and licensed insurance agents operating under Prudential Financial. Headquartered in Newark, New Jersey, the firm provides investment, insurance, and retirement planning services.
Ameritas provides life insurance, wealth management, investments, and employee benefits including dental, vision, and hearing plans.
Highland Capital Brokerage operates as an insurance brokerage partner that collaborates with financial professionals to deliver personalized insurance and wealth strategies. The company provides specialized support in areas such as life insurance, annuities, long-term care, disability insurance, advanced planning, and underwriting advocacy.
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More on Prevail Holdings, Inc in Xcout Intel
- 15 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access