Insights

Targeting Mid-Sized Firms AEIS specializes in advising companies with 2 to 500 employees, presenting an opportunity to tailor insurance solutions and benefits packages that cater specifically to small and medium-sized businesses seeking comprehensive employee coverage and compliance support.

Emphasizing Cost Efficiency The company's focus on helping clients save time and resources by streamlining benefit processes suggests a market for innovative, time-saving insurance management tools and consultancy services that enhance operational efficiency.

Expanding Geographic Reach With their expertise in multi-state compliance and out-of-state employee coverage, there is a growth opportunity to target regional businesses expanding across state lines or seeking flexible insurance packages for distributed workforces.

Leveraging Technology Infrastructure AEIS’s use of cloud and analytics tools like AWS and Google Analytics indicates openness to adopting advanced digital solutions, presenting a chance to introduce integrated tech platforms that automate benefits administration and improve client engagement.

Capitalizing on Industry Trends Given their positioning within the booming tech hub and the recent positive analyst ratings, there is a potential to align service offerings with emerging industry trends such as AI-driven benefits optimization or innovative health and wellness programs targeted at tech companies and startups.

AEIS Tech Stack

AEIS uses 8 technology products and services including SoundCloud, Amazon Web Services, OneTrust, and more. Explore AEIS's tech stack below.

  • SoundCloud
    Audio, Video, Graphics
  • Amazon Web Services
    Cloud Hosting
  • OneTrust
    Cookie Compliance
  • jQuery Migrate
    Javascript Libraries
  • HSTS
    Security
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers
  • Apache
    Web Servers

Media & News

AEIS's Email Address Formats

AEIS uses at least 1 format(s):
AEIS 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's headquarters located?

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AEIS's main headquarters is located at 306 Sixth Avenue, Suite b. The company has employees across 3 continents, including North AmericaEuropeSouth America.

What is AEIS's phone number?

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You can contact AEIS'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's stock symbol?

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AEIS is a publicly traded company; the company's stock symbol is AEIS.

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

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

How much revenue does AEIS generate?

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

What is AEIS's SIC code NAICS code?

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

How many employees does AEIS have currently?

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As of December 2025, AEIS has approximately 19 employees across 3 continents, including North AmericaEuropeSouth America. Key team members include Personal Account Manager: K. B.Office Manager: K. B.Renewal Strategist: C. B.. Explore AEIS's employee directory with LeadIQ.

What industry does AEIS belong to?

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AEIS operates in the Insurance industry.

What technology does AEIS use?

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AEIS's tech stack includes SoundCloudAmazon Web ServicesOneTrustjQuery MigrateHSTSGoogle AnalyticsNginxApache.

What is AEIS's email format?

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

When was AEIS founded?

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AEIS was founded in 1985.

AEIS

InsuranceCalifornia, United 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
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
Stock Symbol
AEIS
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

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

Section iconFunding & Financials

  • $25M$50M

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

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