Insights

Market Niche AEIS Inc. specializes in providing comprehensive employee benefits consulting for small to mid-sized businesses across California, offering customized insurance solutions including medical, dental, vision, disability, and key person insurance, which presents opportunities to expand services to similar markets with tailored benefits packages.

Technology Utilization The company's use of modern digital tools like Google Analytics, Google Tag Manager, and scheduling platforms indicates an openness to integrating technology-driven solutions, opening avenues for presenting innovative digital health benefits or benefits management tools.

Growth Potential With a client base that encompasses companies of 2 to 500 employees and over 30 years of experience, AEIS is positioned to target expanding businesses seeking scalable benefits solutions, especially firms navigating multi-state compliance, creating opportunities for customized cross-state insurance offerings.

Financial Scope Although relatively small in revenue, the firm's strategic positioning and longstanding industry expertise suggest potential for growth through targeted upselling of additional insurance products, value-added services, or technological enhancements to current offerings.

Competitive Edge As a local boutique with personalized advisory services and deep knowledge of California employment laws, AEIS can leverage its expertise to attract regional clients looking for compliant, tailored insurance solutions, particularly in the competitive San Francisco Bay Area market.

AEIS Inc. Tech Stack

AEIS Inc. uses 8 technology products and services including Calendly, WordPress, Skrollr, and more. Explore AEIS Inc.'s tech stack below.

  • Calendly
    Appointment Scheduling
  • WordPress
    Content Management System
  • Skrollr
    Javascript Libraries
  • PHP
    Programming Languages
  • HSTS
    Security
  • YouTube
    Video Players
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting

Media & News

AEIS Inc.'s Email Address Formats

AEIS Inc. uses at least 1 format(s):
AEIS Inc. Email FormatsExamplePercentage
First@aeisadvisors.comJohn@aeisadvisors.com
48%
FirstLas@aeisadvisors.comJohnDoe@aeisadvisors.com
2%
First@aeisadvisors.comJohn@aeisadvisors.com
48%
FirstLas@aeisadvisors.comJohnDoe@aeisadvisors.com
2%

Frequently Asked Questions

Where is AEIS Inc.'s headquarters located?

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AEIS Inc.'s main headquarters is located at 306 Sixth Avenue, Suite B, San Mateo, CA 94401, US. The company has employees across 2 continents, including North AmericaEurope.

What is AEIS Inc.'s phone number?

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You can contact AEIS Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AEIS Inc.'s official website and social media links?

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AEIS Inc.'s official website is aeisadvisors.com and has social profiles on LinkedIn.

How much revenue does AEIS Inc. generate?

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As of October 2025, AEIS Inc.'s annual revenue is estimated to be $450K.

What is AEIS Inc.'s SIC code NAICS code?

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AEIS Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does AEIS Inc. have currently?

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As of October 2025, AEIS Inc. has approximately 19 employees across 2 continents, including North AmericaEurope. Key team members include Personal Account Manager: K. B.Office Manager: K. B.Renewal Strategist: C. B.. Explore AEIS Inc.'s employee directory with LeadIQ.

What industry does AEIS Inc. belong to?

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AEIS Inc. operates in the Insurance industry.

What technology does AEIS Inc. use?

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AEIS Inc.'s tech stack includes CalendlyWordPressSkrollrPHPHSTSYouTubeGoogle AnalyticsGoDaddy.

What is AEIS Inc.'s email format?

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AEIS Inc.'s email format typically follows the pattern of First@aeisadvisors.com. Find more AEIS Inc. email formats with LeadIQ.

When was AEIS Inc. founded?

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AEIS Inc. was founded in 1985.
AEIS Inc.

AEIS Inc.

InsuranceUnited States11-50 Employees

Advanced Estate & Insurance Services Inc. (AEIS) is an employee benefits brokerage firm. We are located in the San Francisco Bay Area and partner with employers throughout California.

We advise businesses with 2 to 500 employees on various types of insurance, which includes Medical, Vision, Dental, Disability, Life / AD&D, and Key Person and Buy-Sell Life Insurance. Being based in Silicon Valley, we are experienced with ensuring our clients’ out-of-state employees are properly covered and that their company complies with the employment and benefits laws of all necessary states.

With over 30 years of expertise, we are prepared for the needs of every industry and ready to support your growth at any stage. Our holistic process is aimed to help your company navigate change. AEIS is more than simply an insurance brokerage - it is having an insurance strategist, advocate, and advisor set on helping you and your company thrive.

Our purpose is to help our clients create better financial outcomes. This is not only what we do, but this is what our clients expect from us. We know that better outcomes mean something different to every organization. We’ve learned that most clients come to us to help them overcome three main challenges that are getting in the way of them achieving better financial outcomes: Time, Talent, and Clarity. Businesses these days start the morning with 10 things to do and only the bandwidth to do 8. Our clients believe if they can free up their team’s time they can achieve their goals faster without using more resources.

Section iconCompany Overview

Headquarters
306 Sixth Avenue, Suite B, San Mateo, CA 94401, US
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1985
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    AEIS Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    AEIS Inc.'s revenue is estimated to be in the range of $25M$50M

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