C2P Enterprises
Highly Engaged Employees
Highly Engaged EmployeesFinance · 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
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ZI Rank
2
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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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Compare Similar Companies to C2P Enterprises
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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
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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
