Copperstone Insurance Services
Insurance · California, United States · 1-10 Employees
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Overview
Headquarters
12625 High Bluff Dr Ste 210, San Diego, ...Phone Number
(888) 773-6787Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About Copperstone Insurance Services
Copperstone Insurance Services specializes in providing insurance dedicated fund services primarily aimed at wealth managers and insurance advisors. Their innovative platform allows Registered Investment Advisors (RIAs) and fund managers to efficiently manage insurance dedicated investments through a separate account model known as a Multi-Series Insurance Dedicated Fund. This service mitigates the complexities and costs associated with establishing standalone insurance dedicated funds by enabling quick account setup while allowing advisors to maintain discretion over asset management. The company focuses on delivering significant tax benefits through Private Placement Life Insurance and works in partnership with top industry professionals.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Copperstone Insurance Ser...
<$5M
1-10
Private
-
2011
N/A
Company Profile Activity
Activity Insights
Copperstone Insurance Services is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Copperstone Insurance Services is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Copperstone Insurance Services.
Copperstone Insurance Services Tech Stack
A closer look at the technologies used by Copperstone Insurance Services
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Frequently Asked Questions Regarding Copperstone Insurance Services
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Copperstone Insurance Services specializes in providing insurance dedicated fund services primarily aimed at wealth managers and insurance advisors. Their innovative platform allows Registered Investment Advisors (RIAs) and fund managers to efficiently manage insurance dedicated investments through a separate account model known as a Multi-Series I... Read More
