Insights

Wealth & Benefits Multi-line insurance and holistic financial services focused on affluent families and their businesses, presenting opportunities to cross-sell corporate benefits, personal risk management, and wealth preservation solutions.

Regional Focus Established in Kansas City since 1967, offering a local footprint with growth potential among regional high-net-worth individuals and mid-market enterprises seeking trusted advisory and legacy planning.

Growth Readiness Revenue in the mid-range suggests scale with room for expanded service lines such as executive benefits, retirement planning, and risk management consulting for growing client portfolios.

Technology Enablement Tech stack includes scheduling, collaboration, and cloud platforms (Calendly, Google Workspace, Google Cloud) enabling scalable outreach, client onboarding, and secure information flow for sales and advisory activities.

Strategic Partnerships Disclosures around securities and investment advisory services indicate potential for partnering with financial services firms and advisors to deliver combined insurance, wealth, and advisory offerings.

Curtis and Associates, Inc. Tech Stack

Curtis and Associates, Inc. uses 8 technology products and services including Calendly, Wix, Wix eCommerce, and more. Explore Curtis and Associates, Inc.'s tech stack below.

Calendly

Appointment Scheduling

Wix

Content Management System

Wix eCommerce

E-commerce

Google Workspace

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

JSON-LD

Javascript Frameworks

HTTP/3

Web & Portal Technology

Curtis and Associates, Inc. Email Formats	Example	Percentage
FLast@curtis-associatesinc.com	JDoe@curtis-associatesinc.com	86%
First.Last@curtis-associatesinc.com	John.Doe@curtis-associatesinc.com	14%

Curtis and Associates, Inc. Email Formats

Example

Percentage

FLast@curtis-associatesinc.com

JDoe@curtis-associatesinc.com

86%

First.Last@curtis-associatesinc.com

John.Doe@curtis-associatesinc.com

14%

Frequently Asked Questions

What is Curtis and Associates, Inc.'s phone number?

You can contact Curtis and Associates, Inc.'s main corporate office by phone at

+1-913-319-****

. 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 Curtis and Associates, Inc.'s official website and social media links?

Curtis and Associates, Inc.'s official website is curtisandassociatesinc.com and has social profiles on LinkedIn.

How much revenue does Curtis and Associates, Inc. generate?

As of September 2026, Curtis and Associates, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Curtis and Associates, Inc.'s NAICS code?

Curtis and Associates, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Curtis and Associates, Inc. have currently?

As of September 2026, Curtis and Associates, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Owner: J. C., Client Services Account Manager: J. G. and Client Manager: M. R. Explore Curtis and Associates, Inc.'s employee directory with LeadIQ.

What industry does Curtis and Associates, Inc. belong to?

Curtis and Associates, Inc. operates in the Insurance industry.

What technology does Curtis and Associates, Inc. use?

Curtis and Associates, Inc.'s tech stack includes Calendly, Wix, Wix eCommerce, Google Workspace, Google Cloud, Sentry, JSON-LD and HTTP/3.

What is Curtis and Associates, Inc.'s email format?

Curtis and Associates, Inc.'s email format typically follows the pattern of FLast@curtis-associatesinc.com. Find more Curtis and Associates, Inc. email formats with LeadIQ.

When was Curtis and Associates, Inc. founded?

Curtis and Associates, Inc. was founded in 1967.

Curtis and Associates, Inc.

Q: How many employees does Curtis and Associates, Inc. have currently?

Curtis and Associates, Inc. has approximately 12 employees.

Q: What technology does Curtis and Associates, Inc. use?

Curtis and Associates, Inc.'s tech stack includes Sirvoy, Store Vantage, HTTP/3, Cart Functionality, Sentry.

Q: What is Curtis and Associates, Inc.'s NAICS code?

Curtis and Associates, Inc.'s NAICS code is 524 (Insurance Carriers and Related Activities).

InsuranceKansas, United States11-50 Employees

Curtis & Associates, Inc. operates as a holistic financial services and insurance advisory firm that focuses on helping successful families and the businesses they establish manage and preserve wealth across generations. Based in Overland Park, Kansas, the firm has served the Kansas City metropolitan area since 1967, collaborating with clients and their advisors to define clear paths for wealth growth and preservation. The company sits within the insurance and financial services sector, offering multi-line insurance and corporate benefits alongside comprehensive financial guidance. Its client base includes families and business owners seeking integrated solutions that address both personal wealth needs and the financial structures of their enterprises. Curtis & Associates positions itself as a local partner that brings a broad advisory approach to the complexities of wealth planning and risk management in the region.

Insights

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