| Owner | Title | From | %Ownership |
|---|---|---|---|
| NFP Intermdiate Holdings B Corp. | Owner | 07/2013 | > 75% |
| Dimeo, Robert, Allen | Manager, Chief Executive Officer | 04/2020 | < 5% |
| Benoit, Michael, Steven | Manager, Treasurer | 04/2020 | < 5% |
| Lieser, Lori, Michell | Senior Vice President | 04/2020 | < 5% |
| NFP Intermediate Holdings a Corp. | Owner | 07/2013 | > 75% |
| NFP Holdings, LLC | Owner | 07/2013 | > 75% |
| Patriot SPV, L.P. | Owner | 03/2021 | 25-50% |
| Patriot SPV GP, L.P. | General Partner | 03/2021 | |
| Madison Dearborn Partners | General Partner | 07/2013 | |
| NFP Corp. | Member | 11/2014 | > 75% |
| NFP Parent Co, LLC | Owner | 10/2014 | > 75% |
| NFP Ultimate Holdings, LLC | Owner | 02/2017 | > 75% |
| Moo, Veronica, Ei Chun | Senior Vice President | 04/2020 | < 5% |
| Wetzel, Mark, Robert | Manager, President | 04/2020 | < 5% |
| Rice, Matthew, Raymon | Chief Financial Officer, Chief Investment Officer and Secretary | 04/2020 | < 5% |
| Kachmar, Christopher, Francis | Chief Market Strategist | 04/2020 | < 5% |
| Goldman, Michael, Nathan | Manager | 04/2020 | < 5% |
| Nelson, Carl, Edward | Manager | 04/2020 | < 5% |
| Hilzenrath, Robert, Jay | Manager | 04/2020 | < 5% |
| Sharoni, Elan, Jonathan | Manager | 04/2020 | < 5% |
| Spradley, Suzanne, F | Senior Vice President | 04/2020 | < 5% |
| Vander Weele, Julie, Ellen | Chief Operating Officer | 04/2020 | < 5% |
| Fiducient Holdings, LLC | Owner | 11/2014 | > 75% |
| Tiwari, Muneshrie, NMN | Chief Compliance Officer, Associate General Counsel | 04/2023 | < 5% |
