Key facts
- 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).
- ·The complete investor list — 3 names
- ·Watchlist + deal alerts for IMA Financial Group
- ·The full record, as it builds
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.
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)
IMA Financial Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in IMA Financial Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on IMA Financial Group in its N-PORT filings yet. We sweep new filings monthly.