Insights

Premium Life Focus Succession Capital Alliance specializes in advanced life insurance planning for high-net-worth clients, making it a prime candidate for premium insurance providers looking to partner with firms serving affluent markets.

Strategic Partnerships Recent collaborations with Finseca and Cortec Group suggest a strong growth trajectory and openness to alliances, presenting opportunities for companies interested in expanding their presence within the wealth management and private equity sectors.

Growth Potential With an estimated revenue between 50 to 100 million dollars and recent expansion efforts, the company offers prospects for financial service providers aiming to introduce complementary products such as estate planning, wealth management, or specialized insurance solutions.

Tech Infrastructure Utilizing modern tools like PWA, Yoast SEO, and PHP indicates an innovative approach to client engagement and operational efficiency, creating opportunities for technology partners to enhance digital delivery or customer experience.

Industry Positioning Operating within a competitive landscape with similar firms that focus on capital and private equity, Succession Capital Alliance’s targeting of high-net-worth clients positions it favorably for luxury and financial advisory service collaborations aimed at affluent demographics.

Succession Capital Alliance Tech Stack

Succession Capital Alliance uses 8 technology products and services including oEmbed, Twemoji, imagesLoaded, and more. Explore Succession Capital Alliance's tech stack below.

  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • imagesLoaded
    Javascript Libraries
  • PWA
    Miscellaneous
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bluehost
    Web Hosting
  • Astra
    Web Platform Extensions

Succession Capital Alliance's Email Address Formats

Succession Capital Alliance uses at least 1 format(s):
Succession Capital Alliance Email FormatsExamplePercentage
FLast@successioncapital.comJDoe@successioncapital.com
50%
FLast@successioncapital.comJDoe@successioncapital.com
50%

Frequently Asked Questions

Where is Succession Capital Alliance's headquarters located?

Minus sign iconPlus sign icon
Succession Capital Alliance's main headquarters is located at 4695 Macarthur Court Suite 400 Newport Beach, California 92660 United States. The company has employees across 1 continents, including North America.

What is Succession Capital Alliance's phone number?

Minus sign iconPlus sign icon
You can contact Succession Capital Alliance'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 Succession Capital Alliance's official website and social media links?

Minus sign iconPlus sign icon
Succession Capital Alliance's official website is successioncapital.com and has social profiles on LinkedIn.

What is Succession Capital Alliance's SIC code NAICS code?

Minus sign iconPlus sign icon
Succession Capital Alliance's SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Succession Capital Alliance have currently?

Minus sign iconPlus sign icon
As of February 2026, Succession Capital Alliance has approximately 21 employees across 1 continents, including North America. Key team members include Chief Financial Officer: D. D.Vice President: D. D.Evp: K. W.. Explore Succession Capital Alliance's employee directory with LeadIQ.

What industry does Succession Capital Alliance belong to?

Minus sign iconPlus sign icon
Succession Capital Alliance operates in the Insurance industry.

What technology does Succession Capital Alliance use?

Minus sign iconPlus sign icon
Succession Capital Alliance's tech stack includes oEmbedTwemojiimagesLoadedPWAPHPYoast SEOBluehostAstra.

What is Succession Capital Alliance's email format?

Minus sign iconPlus sign icon
Succession Capital Alliance's email format typically follows the pattern of FLast@successioncapital.com. Find more Succession Capital Alliance email formats with LeadIQ.

When was Succession Capital Alliance founded?

Minus sign iconPlus sign icon
Succession Capital Alliance was founded in 1996.

Succession Capital Alliance

InsuranceCalifornia, United States11-50 Employees

Succession Capital Alliance, headquartered in Newport Beach, California, is the gold standard in advanced life insurance planning for advisors and their high-net-worth clients. With a singular focus on maximizing the performance of life insurance assets through Premium Financing, SCA leverages the Capital Maximization Strategy to provide leverage within a client's portfolio. For additional information, please visit SuccessionCapital.com.

Section iconCompany Overview

Headquarters
4695 Macarthur Court Suite 400 Newport Beach, California 92660 United States
Phone number
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Succession Capital Alliance's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Succession Capital Alliance's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.