Koptis
Insurance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
30432 Euclid Ave Ste 201, Wickliffe, Ohi...Phone Number
(440) 526-2525Website
www.koptis.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
1
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1
About Koptis
The Koptis Organization specializes in tailored financial solutions, focusing on life insurance, estate planning, business continuation, and employee benefits for closely held companies and large family estates. With over 50 years of experience, they aim to establish long-term relationships with clients, providing innovative planning and customized products. The organization is a member of M Financial Group, which allows them to deliver complex financial solutions through established relationships with major product manufacturers. Their dedicated team is committed to earning their clients' trust by offering cost-effective, personalized services that meet unique financial needs.Explore more
Koptis Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
11-50
Private
<$5M
2009
MD
Michael DostalPrincipal Securities Registered Representative and Financial Advisor
Company Profile Activity
Activity Insights
Koptis is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Koptis is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Koptis.
Koptis Tech Stack
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Frequently Asked Questions Regarding Koptis
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The Koptis Organization specializes in tailored financial solutions, focusing on life insurance, estate planning, business continuation, and employee benefits for closely held companies and large family estates. With over 50 years of experience, they aim to establish long-term relationships with clients, providing innovative planning and customized... Read More
