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    Sammons Financial

    West Des Moines, Iowa, United States
    www.sammonsfinancialgroup.comLinkedIn
    Insurance

    Sammons Financial Group employs a disciplined and conservative investment strategy with a long-term perspective, focusing on maintaining a balanced and diversified portfolio to meet commitments to its customers. Their investment philosophy prioritizes high-quality asset mixes, diversification, and alignment with liabilities, while also engaging in strategic acquisitions to expand their financial services.

    100% of their portfolio is in Insurance. They made 1 investments in the last 12 months. Average disclosed round size is $80.0M (across 3 rounds with reported amounts).

    Find people at Sammons Financial on Goldilocks AI

    Portfolio

    3

    Fund Size

    —

    Top Stage

    Series C

    Last 12 Mo

    1

    Team

    BM

    Brent Mardis

    Senior Vice President & Chief Development Officer

    Portfolio Breakdown

    Stage Distribution

    Investment Activity

    DealsAvg Round Size

    Portfolio

    3 investments
    CompanyRoundAmountDate
    Bestow logoBestowSeries D$120MMay 2025
    Bestow logoBestowSeries C$70MDec 2020
    Bestow logoBestowSeries B$50M—

    Top Co-Investors

    NEA (New Enterprise Associates)3 shared
    Valar3 shared
    Core Innovation Ventures3 shared
    Morpheus Ventures3 shared
    Breyer Capital2 shared
    Goldman Sachs Alternatives1 shared
    Smith Point Capital1 shared

    Last updated: 28 April 2026