C2P Enterprises
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
30400 Detroit Rd Ste 210, Westlake, Ohio...Phone Number
(888) 240-1923Website
www.c2penterprises.comRevenue
$6.5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
Jan
Feb
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ZI Rank
2
3
3
3
3
2
About C2P Enterprises
C2P Enterprises empowers financial advisors by providing training, insurance products, and effective growth strategies. Their offerings include full-service RIA, asset management, investment platforms, and technological solutions tailored for independent advisors. C2P's educational programs and resources, such as The Bucket Plan and The Tax Trilogy, are designed to help advisors enhance their business and client relationships. The company aims to support holistic financial advisors in achieving prosperity and scaling their businesses effectively.Explore more
C2P Enterprises Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
C2P Enterprises
$6.5M
11-50
Private
-
2011
JM
Jennifer MackertChief Administrative Officer & Executive Team Member
Company Profile Activity
Activity Insights
C2P Enterprises is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
C2P Enterprises is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about C2P Enterprises.
C2P Enterprises Tech Stack
A closer look at the technologies used by C2P Enterprises
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Most Recent Scoops
Event
Person-Based
Matthew Seitz, Chief Marketing Officer, appeared on a podcast called "Strategy and Leadership Podcast" on 11/04/2025. Topics discussed include AI in Marketing, Brand Strategy, Digital Transformation.
Events, Podcast
Award
C2P Enterprises has been ranked #160 on the 250 Most Successful Companies in the Midwest list by Inc.com.
Funding
C2P Enterprises has received an SBA PPP loan for $350,000 from The Cortland Savings & Banking Co., supporting the retention of 47 jobs.
Funding
C2P Enterprises News & Media
Matt Seitz, CMO, C2P and JL Smith Recognized as a Top Financial Marketer on the Financial Narrative 50 List
Award highlights Seitz's leadership in digital marketing, brand strategy, and content-driven growth in financial services CLEVELAND, Feb. 19, 2025 /PRNewswire/ -- C2P, an RIA-grounded organization whose core purpose is to educate, train, grow, and support holistic financial advisors so...C2P's Dave Alison Wins 2023 ThinkAdvisor LUMINARIES Award
Recognized for bringing impactful solutions to financial advisors, firm's president & founding partner continues transforming the industry through thought leadership and education. CLEVELAND, Dec. 14, 2023 /PRNewswire/ -- C2P, an organization designed to simplify financial planning for...C2P Enterprises' Innovations and Leadership Named 3x Finalist for ThinkAdvisor LUMINARIES Class of 2023
Recognized for bringing impactful solutions to financial advisors, C2P and its leaders continue to transform the industry through thought leadership and education CLEVELAND, July 25, 2023 /PRNewswire/ -- C2P Enterprises (C2P), a collective of brands designed to simplify financial planning...C2P Enterprises' President and Founding Partner, Dave Alison, Named to 2023 InvestmentNews 40 Under 40 List
Recognized For His Accomplishments as a Mentor, Thought Leader and Educator, Alison's Mission is to Simplify Financial Planning for Families CLEVELAND, June 7, 2023 /PRNewswire/ -- C2P Enterprises (C2P), a holding company comprised of four distinct brands, each designed to simplify...
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Frequently Asked Questions Regarding C2P Enterprises
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C2P Enterprises empowers financial advisors by providing training, insurance products, and effective growth strategies. Their offerings include full-service RIA, asset management, investment platforms, and technological solutions tailored for independent advisors. C2P's educational programs and resources, such as The Bucket Plan and The Tax Trilogy... Read More
