About Us

We are specialists and our people are our most valuable assets.

Waller Helms was founded with the goal of providing independent and unbiased advice to our clients. Led by and comprised of principals who have been working together for nearly two decades, our team brings sector and execution expertise and trusted access to industry leaders and capital providers. We are dedicated to the intersection of insurance, healthcare services, investment services and the technologies that serve those sectors.


  • Retail Brokers
  • Wholesale  Brokers
  • MGAs / MGUs / Program Managers
  • Warranty and VSC Administrators
  • Travel Insurance
  • Multi-Line
  • Specialty P&C Commercial
  • Life & Health
  • Medical Malpractice
  • Home & Auto
  • Title
  • Warranty
Insurance Services
  • Tech Enabled Services
  • Loss Adjustors
  • Third Party Administrators
  • Ancillary Services
Insurance Technology
  • Digital Distribution
  • Specialty Products
  • Policy Management Software
  • Data & Analytics
  • Claims Handling
  • Engagement Platforms
  • Lead Generation


  • Benefits Administration and Technology
  • Revenue Cycle Management
  • Pharmacy Benefits Management
  • Managed Care Organizations
  • Payor Services
  • Provider Services
  • HCIT
  • Wealth Managers
  • Registered Investment Advisors
  • Life Distribution
  • Annuities
  • Retirement Administration
  • Financial Technology



  • FinTech
  • InsureTech
  • HCIT and Technology-Enabled Services
  • Data and Analytics
  • Payments and Transaction Processing
  • HR and Payroll Outsourcing
  • Markets and Trading Technologies