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Alliance Financial

Alliance Financial, a division of Alliance Risk, provides specialized insurance solutions tailored to the financial services industry. Whether you run a banking institution, an investment firm, or a fintech startup, we understand the regulatory, operational, and cyber risks that financial organizations face daily.

From professional liability and cyber risk coverage to directors & officers (D&O) and crime insurance, our policies help financial businesses mitigate risk, ensure compliance, and protect their clients and stakeholders. In an industry driven by trust, security, and strict regulations, our customized solutions keep your business safeguarded against potential financial and reputational losses.

Types of Finance 

Custom tailored insurance solutions for the Financial Industry

  • Banking
  • Investment Banking
  • Credit Unions
  • Investment Firms
  • Asset Management Firms
  • Hedge Funds
  • Mutual Funds
  • Private Equity Firms
  • Insurance Agencies & Brokerages
  • Payment Processors
  • Merchant Services
  • FinTech Startups
  • Venture Capital
  • Crowdfunding
  • Cryptocurrency & Blockchain
  • Outsourced CFO Firms
  • Advisory Firms
  • Accounting
  • Tax Advisory Firms
  • Wealth Management
  • Financial Planning
  • Mortgage Companies
  • Mortgage Brokers
  • Consumer Lending Institutions
  • Commercial Lending Institutions
  • Alternative Lending Platforms
  • Stock Trading Firms
  • Commodities Trading Firms
  • Credit & Collections Agencies
  • Foreign Exchange
  • Money Transfer Services
  • Trusts & Fiduciary Services
  • Actuarial Firms
  • Risk Management Firms
  • Securities Research
  • Government Institutions
  • Pension Funds
  • Retirement Fund
  • Real Estate Investment Firms (REITS)

Types of Coverage

All the Coverage and Service you expect from a Top-Tier risk advisor.

  • General Liability
  • Professional Liability
  • Cyber Liability
  • Data Breach Insurance
  • Business Interruption Insurance
  • Errors & Omissions (E&O)
  • Directors & Officers (D&O)
  • Excess & Umbrella Liability
  • Crime & Fraud Insurance
  • Regulatory & Compliance Liability
  • Key Person Insurance
  • Commercial Property Insurance
  • Trade Credit Insurance
  • Supply Chain Insurance
  • Political Risk Insurance
  • Securities Coverage
  • Fiduciary Liability Insurance
  • Investment Advisor Coverage
  • Reps & Warranties Insurance
  • Money & Securities Coverage
  • Stock & IPO-Related Insurance
  • Business Continuity Insurance
  • Litigation & Legal Expense Coverage
  • Errors & Omissions (E&O) for Financial Advisors
  • Employment Practices Liability Insurance (EPLI)

Why Us?

Risk Advisory Team

Insurance experts who specialize in your industry.

Digital Platform

Online access to your insurance program.

Customized Products

Tailored insurance solutions with A-rated carriers.

Exceptional Support

Your first call for all insurance needs, 24/7.

Exclusive Savings

Minimized risk costs, saving clients thousands yearly.

Protecting Financial Institutions with Alliance Financial

At Alliance Financial, we understand that the financial industry faces constant scrutiny, evolving regulations, and emerging cyber threats. Our tailored insurance programs help financial institutions navigate uncertainty, safeguard their operations, and maintain the trust of their clients and investors while we handle the uncertainties.

Talk to An Expert

Our dedicated experts are ready to provide tailored insurance solutions to clients across a wide range of industries and specialized services.

Schedule a consultation to see how Alliance Risk can reduce your insurance risk.

– We look forward to partnering with you.