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Nassau Financial Group provides a suite of insurance and annuity products designed to help individuals secure their financial future in retirement. Their offerings primarily focus on solutions for protecting accumulated savings and delivering guaranteed income streams, addressing the critical needs of policyholders and contract holders as they plan for longevity. The company's capabilities extend to various retirement planning tools, enabling clients to manage financial risks and achieve long-term stability.
The company was founded in 2015 as a newly formed venture, led by industry executives Phillip J. Gass and Kostas Cheliotis. This initiative was backed by Golden Gate Capital, aiming to establish a robust insurance and reinsurance platform. Rather than building from scratch, Nassau Financial Group strategically acquired existing carriers, leveraging their established legacies and product lines to quickly build out a comprehensive portfolio of services.
Nassau Financial Group serves a broad base of policyholders and contract holders who seek reliable retirement income and asset protection. The company's vision centers on empowering these individuals to meet their unique retirement goals through carefully structured financial products. They aim to be a steadfast partner in navigating the complexities of retirement planning, focusing on long-term financial security for their client base.
Key people at Nassau Financial Group.
Nassau Financial Group was founded in 2015 by Kostas Cheliotis (Co-Founder, General Counsel and COO) and Phil Gass (Chief Executive Officer & Co-Founder).
Key people at Nassau Financial Group.
Nassau Financial Group was founded in 2015 by Kostas Cheliotis (Co-Founder, General Counsel and COO) and Phil Gass (Chief Executive Officer & Co-Founder).
Nassau Financial Group has 1 tracked investment across 1 company. The latest tracked deal is $5.0M Seed in Quorus in March 2026.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Mar 17, 2026 | Quorus | $5.0M Seed | WisdomTree | ABE Kwon, Connecticut Innovations, Jake Pilecki, Kostas Cheliotis, Laurence Levi, Sean Hanlon |