# World Equity Group, Inc.: fundraiser

> World Equity Group, Inc. placed 8 company rounds filed with the SEC, most recently Mar 2026. Who they placed, by sector and size.

Source: https://millionrounds.com/providers/world-equity-group-inc (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / World Equity Group, Inc.

Fundraiser Registered broker-dealer

# World Equity Group, Inc.

FINRA 29087 · placing rounds since May 2016

**8** company rounds placed

**4** in the last two years, last Mar 2026

**$3.0B** sold in the rounds they placed

**4.8%** typical commission; the median firm takes 4.9%

Named on 27 Form D filings as paid to sell the offering: 8 for operating companies, 14 for funds, 5 for real estate. 4 registered agents named.

## Quarter by quarter

Company rounds they placed in each quarter, from the filings.

**4** 26Q1

## What they place

- Insurance **67%**
- Oil and Gas **22%**
- Other **11%**

## How big the rounds are

- Under $1M **2**
- $1M to $5M **0**
- $5M to $20M **1**
- $20M to $100M **0**
- $100M+ **4**

## Where the companies are

**NY** 4 **OH** 2 **PA** 2 **TX** 1

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/world-equity-group-inc)[Everything, funds and real estate too](https://millionrounds.com/providers/world-equity-group-inc?show=all)

Filed Issuer Industry Sold

Mar 2026 New York Life Insurance & Annuity Corp Agents: World Equity Group, Inc. Insurance **$546M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: World Equity Group, Inc. Insurance **$505M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: World Equity Group, Inc. Insurance **$136M**

Mar 2026 New York Life Insurance & Annuity Corp Agents: World Equity Group, Inc. Insurance **$1.8B**

Dec 2018 Bouldin Creek Holdings, Inc. Other **$15M**

Jun 2017 Nationwide Private Placement Variable Account Agents: Kevin Bauer Insurance **$17k**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

May 2016 Nationwide Private Placement Variable Account Agents: Kevin Bauer Insurance **$103k**

May 2014 Atlas Resources Series 34-2014 L.P. Oil and Gas **-**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**Kestra Investment Services LLC** 6 rounds together](https://millionrounds.com/providers/kestra-investment-services-llc)[**M Holdings Securities Inc.** 6 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Lincoln Financial Advisors Corp.** 6 rounds together](https://millionrounds.com/providers/lincoln-financial-advisors-corp)[**Lion Street Financial** 6 rounds together](https://millionrounds.com/providers/lion-street-financial)[**LPL Financial LLC** 5 rounds together](https://millionrounds.com/providers/lpl-financial-llc)[**AXA Advisors, LLC** 4 rounds together](https://millionrounds.com/providers/axa-advisors)

## Founders who worked with them

No one has said so yet.

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## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

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