Captive Planning Associates
Likely to Engage tag.Highly Engaged Employees

Insurance · Illinois, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1 S Dearborn St Ste 2154, Chicago, Illin...

Revenue

<$5 Million

Industry

Insurance Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
2
1
1

About Captive Planning Associates

Captive Planning Associates is a boutique captive management firm that specializes in providing innovative alternative risk management solutions, particularly through the formation and management of captive insurance companies. Their services are tailored for closely-held family-owned businesses and large corporations seeking effective risk management strategies. The company offers a comprehensive range of turnkey services designed to meet the unique needs of their clients. Additionally, they provide educational resources and adhere to industry standards, ensuring a high level of professionalism and expertise.Explore more
Captive Planning Associates's Social MediaPopular SearchesCaptive Planning Associates LLCCaptive Planning AssociatesSIC Code 64,641NAICS Code 52,524Show more

Captive Planning Associates Org Chart

PhoneEmail
DG
United States flag for contact location.

President & Chief Financial Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Captive Planning Associates your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Captive Planning Associates

Compare insights from companies similar to Captive Planning Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Captive Planning Associat...

<$5M
11-50
Private
-
2011
DG
Debbie GagliotiPresident & Chief Financial Officer
$7.3M
11-50
Private
-
1983
KP
Kelsey PetersonOffice Manager
$7.3M
11-50
Private
-
2010
Paul Francisco, Chief Operating Officer at Oxford Risk Management Group
Paul FranciscoChief Operating Officer
$7.1M
11-50
Private
<$5M
1965
BH
Ben HoukVice President
$5.6M
11-50
Private
-
2006
SK
Sophia KyriakodisCEO & Co-Founder
$5.5M
11-50
Private
<$5M
1984
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Captive Planning Associates is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Captive Planning Associates is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Captive Planning Associates.

Captive Planning Associates Tech Stack

A closer look at the technologies used by Captive Planning Associates

Captive Planning Associates News & Media

  • Blackwell Captive Solutions Announces Captive Planning Associates as its Captive Insurance Manager

    CHICAGO--(BUSINESS WIRE)--Blackwell Captive Solutions, an innovative medical stop loss captive domiciled in South Carolina and sponsored by Carrick Capital Partners, today announced that it has named Captive Planning Associates, LLC, as its captive manager to further enhance Blackwell’s services within the captive insurance and alternative risk markets. "We are excited about the opportunity to work with Captive Planning Associates (“CPA”),” said Kari L. Niblack, President of Blackwell Captive S
Read more news

Top Insurance Companies

Frequently Asked Questions Regarding Captive Planning Associates

What is Captive Planning Associates's official website?
Captive Planning Associates's official website is www.captiveplanning.com
What is Captive Planning Associates's Revenue?
Captive Planning Associates's revenue is <$5 Million
What is Captive Planning Associates's SIC code?
Captive Planning Associates's SIC: 64,641
What is Captive Planning Associates's NAICS code?
Captive Planning Associates's NAICS: 52,524
How many employees does Captive Planning Associates have?
Captive Planning Associates has 11-50 employees
What industry does Captive Planning Associates belong to?
Captive Planning Associates is in the industry of: Insurance, Business Services, Project Management
What is Captive Planning Associates competition?
Captive Planning Associates top competitors include: Durrett Insurance Agency, Emmanuel Insurance, Nicholson & Associates Insurance, Oxford Risk Management Group
What technology does Captive Planning Associates use?
Some of the popular technologies that Captive Planning Associates uses are: WordPress.org, PHP, Google Universal Analytics, Microsoft 365
Who is the CFO of Captive Planning Associates?
Captive Planning Associates's CFO is Debbie Gaglioti
What does Captive Planning Associates do?

Captive Planning Associates is a boutique captive management firm that specializes in providing innovative alternative risk management solutions, particularly through the formation and management of captive insurance companies. Their services are tailored for closely-held family-owned businesses and large corporations seeking effective risk managem... ent strategies. The company offers a comprehensive range of turnkey services designed to meet the unique needs of their clients. Additionally, they provide educational resources and adhere to industry standards, ensuring a high level of professionalism and expertise.Read More

What are Captive Planning Associates social media links?
Captive Planning Associates Linkedin page
Is Captive Planning Associates a public company?
Captive Planning Associates is private company therefore does not currently have an official ticker symbol
See more information about Captive Planning Associates

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.