Insights

Niche Market Focus C2 Private Wealth specializes in tailored retirement planning, targeting high-net-worth individuals seeking customized financial solutions, which indicates an opportunity to offer advanced financial products and personalized advisory services.

Technology Utilization The company's use of advanced tech stacks like Cloudflare and JSON-LD suggests a tech-savvy approach, providing opportunities to introduce cutting-edge digital tools and cybersecurity solutions that enhance client engagement and data security.

Regulatory Compliance As an SEC-registered firm with a fee-based model, C2 Private Wealth maintains high compliance standards, presenting opportunities to offer specialized compliance software, regulatory consulting, and fiduciary risk management services.

Market Potential With revenues between 25 and 50 million dollars and a relatively small team, the company is positioned for growth, offering sales opportunities in scalable financial planning technology, product expandability, and client acquisition services.

Competitive Landscape Operating in a market alongside large senior care and financial services providers, C2 Private Wealth could be a potential partner or client for targeted marketing, partnership programs, and bespoke financial products aimed at affluent retirees and their families.

C2 Private Wealth Tech Stack

C2 Private Wealth uses 8 technology products and services including Fastly, Cloudflare, oEmbed, and more. Explore C2 Private Wealth's tech stack below.

  • Fastly
    Content Delivery Network
  • Cloudflare
    Content Management System
  • oEmbed
    Dev Tools
  • JSON-LD
    Javascript Frameworks
  • Cloudflare Bot Management
    Security
  • X-XSS-Protection
    Security
  • Gravity Forms
    Web Platform Extensions
  • Autoptimize
    Web Platform Extensions

Media & News

C2 Private Wealth's Email Address Formats

C2 Private Wealth uses at least 2 format(s):
C2 Private Wealth Email FormatsExamplePercentage
FLast@seniorplanningadvisors.comJDoe@seniorplanningadvisors.com
96%
FMiddleLast@seniorplanningadvisors.comJMichaelDoe@seniorplanningadvisors.com
4%

Frequently Asked Questions

Where is C2 Private Wealth's headquarters located?

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C2 Private Wealth's main headquarters is located at 29409 Haggerty Road, Suite 200. The company has employees across 1 continents, including North America.

What is C2 Private Wealth's phone number?

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You can contact C2 Private Wealth'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 C2 Private Wealth's official website and social media links?

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C2 Private Wealth's official website is c2privatewealth.com and has social profiles on LinkedIn.

What is C2 Private Wealth's NAICS code?

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C2 Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does C2 Private Wealth have currently?

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As of December 2025, C2 Private Wealth has approximately 34 employees across 1 continents, including North America. Key team members include Ceo And Investment Advisor Representative: K. C.Chief Compliance Officer: C. M. Z.Chief Operating Officer: J. C.. Explore C2 Private Wealth's employee directory with LeadIQ.

What industry does C2 Private Wealth belong to?

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C2 Private Wealth operates in the Financial Services industry.

What technology does C2 Private Wealth use?

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C2 Private Wealth's tech stack includes FastlyCloudflareoEmbedJSON-LDCloudflare Bot ManagementX-XSS-ProtectionGravity FormsAutoptimize.

What is C2 Private Wealth's email format?

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C2 Private Wealth's email format typically follows the pattern of FLast@seniorplanningadvisors.com. Find more C2 Private Wealth email formats with LeadIQ.

When was C2 Private Wealth founded?

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C2 Private Wealth was founded in 2002.

C2 Private Wealth

Financial ServicesMichigan, United States11-50 Employees

From liquidity to legacy. Architected to precision. We build and execute customized retirement plans to help you navigate any financial terrain.

All written content on this page is for information purposes only. Opinions expressed herein are solely those of C2 Private Wealth and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. 

All information and ideas should be discussed in detail with your individual adviser prior to implementation. 

Fee-based financial planning and investment advisory services are offered by C2 Private Wealth, an SEC Registered Investment Advisory Firm. (Registration does not imply a certain level of skill or training.) Insurance productions and services are offered through C2 Insurance Services. C2 Private Wealth and C2 Insurance Services are affiliated companies. 

The presence of this page shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Michigan or where otherwise legally permitted.

Section iconCompany Overview

Headquarters
29409 Haggerty Road, Suite 200
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    C2 Private Wealth's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    C2 Private Wealth's revenue is estimated to be in the range of $25M$50M

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