Insights

Strong Market Presence BKA Financial is a well-established player in the insurance industry with a revenue range of 250 to 500 million dollars, indicating significant market penetration and potential for expanding partnership opportunities with financial advisors and legal professionals.

Recent Acquisition The company's acquisition by the Simplicity Group in April 2025 suggests a strategic move to strengthen distribution channels, offering avenues for collaboration with a broader network of insurance and financial products.

Customized Financial Solutions BKA Financial specializes in estate planning, wealth preservation, and business succession planning, presenting opportunities for targeted offerings in luxury and high-net-worth client segments seeking tailored financial services.

Technological Framework Utilizing modern web technologies such as HTTP/3, Chart.js, and Microsoft IIS, BKA Financial demonstrates a tech-savvy approach, making it receptive to innovative digital tools and insurtech partnerships.

Growth Potential With a relatively small team of up to 50 employees but a substantial revenue base, BKA Financial is positioned for scalable growth, making it a strategic prospect for value-added services or strategic alliances in insurance distribution.

BKA Financial, A Simplicity Company Tech Stack

BKA Financial, A Simplicity Company uses 8 technology products and services including Site Kit, oEmbed, Chart.js, and more. Explore BKA Financial, A Simplicity Company's tech stack below.

  • Site Kit
    Analytics
  • oEmbed
    Dev Tools
  • Chart.js
    Javascript Graphics
  • jQuery Migrate
    Javascript Libraries
  • HTTP/3
    Web & Portal Technology
  • Microsoft IIS
    Web Servers
  • Nginx
    Web Servers
  • easy pie chart
    Web Tools And Plugins

BKA Financial, A Simplicity Company's Email Address Formats

BKA Financial, A Simplicity Company uses at least 1 format(s):
BKA Financial, A Simplicity Company Email FormatsExamplePercentage
FLast@bkafinancial.comJDoe@bkafinancial.com
48%
Last@bkafinancial.comDoe@bkafinancial.com
2%
FLast@bkafinancial.comJDoe@bkafinancial.com
48%
Last@bkafinancial.comDoe@bkafinancial.com
2%

Frequently Asked Questions

Where is BKA Financial, A Simplicity Company's headquarters located?

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BKA Financial, A Simplicity Company's main headquarters is located at 244 West Water Street Suite 200 Elmira, New York 14901 United States. The company has employees across 1 continents, including North America.

What is BKA Financial, A Simplicity Company's phone number?

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You can contact BKA Financial, A Simplicity Company'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 BKA Financial, A Simplicity Company's official website and social media links?

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BKA Financial, A Simplicity Company's official website is bkafinancial.com and has social profiles on LinkedIn.

What is BKA Financial, A Simplicity Company's SIC code NAICS code?

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BKA Financial, A Simplicity Company's SIC code is 8742 - Management Consulting Services NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does BKA Financial, A Simplicity Company have currently?

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As of April 2026, BKA Financial, A Simplicity Company has approximately 46 employees across 1 continents, including North America. Key team members include Chief Information Officer: J. B.Chief Financial Officer: K. O.President & Managing Partner: T. L.. Explore BKA Financial, A Simplicity Company's employee directory with LeadIQ.

What industry does BKA Financial, A Simplicity Company belong to?

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BKA Financial, A Simplicity Company operates in the Insurance industry.

What technology does BKA Financial, A Simplicity Company use?

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BKA Financial, A Simplicity Company's tech stack includes Site KitoEmbedChart.jsjQuery MigrateHTTP/3Microsoft IISNginxeasy pie chart.

What is BKA Financial, A Simplicity Company's email format?

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BKA Financial, A Simplicity Company's email format typically follows the pattern of FLast@bkafinancial.com. Find more BKA Financial, A Simplicity Company email formats with LeadIQ.

BKA Financial, A Simplicity Company

InsuranceNew York, United States11-50 Employees

BKA Financial is a national leader in the insurance industry with a long-standing reputation for providing our clients with practical solutions and exceptional customer service . At BKA Financial we provide customized planning expertise to our clients in the areas of estate planning, wealth preservation, business succession planning, and charitable planning. We work closely with Financial Advisors and their clients, CPAs, and attorneys.

Section iconCompany Overview

Headquarters
244 West Water Street Suite 200 Elmira, New York 14901 United States
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
11-50

Section iconFunding & Financials

  • $250M$500M

    BKA Financial, A Simplicity Company's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    BKA Financial, A Simplicity Company's revenue is estimated to be in the range of $250M$500M

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