2025 was a meaningful year for Axcelus. I’m proud of what our team accomplished and grateful for the continued trust our clients, advisors, and partners place in us. That trust has been at the center of our business for more than 30 years, and it continues to guide how we serve you every day.
This year, Axcelus surpassed $18 billion in assets under administration, representing a 15% increase from 2024. While this is an important milestone, what matters most is what it represents: continued confidence in our ability to provide thoughtful, customized insurance based solutions designed to address complex financial, estate, and legacy planning needs. We continued to invest in the areas that matter most to our partners and clients. Over the past year, we made meaningful progress across several strategic initiatives, including:
- Advancing our service model and operational capabilities through ongoing investments in technology, infrastructure, and process enhancements
- Expanding our team across domestic and international markets to deepen expertise
- Broadening our investment platform, adding more than twenty distinctive offerings to an already diverse suite of 160+ asset and wealth management firms
- Strengthening our service infrastructure to support increasingly sophisticated planning needs
Our team remains our greatest differentiator. Their technical knowledge, experience, and commitment to service allow us to work closely with you in support of your clients’ planning objectives.
We are focused on a simple objective: being the most trusted private placement insurance partner to high-net-worth families, institutions, and the advisors who serve them. As always, we are here to support you and your clients however we can. Thank you for your continued partnership.
Sincerely,
Mike Farrell
Chief Executive Officer
