Insights

Established Market Presence Curtis & Associates has been serving the Kansas City Metropolitan area since 1967, demonstrating strong local market penetration and a loyal client base, which offers opportunities for expanding Asia insurance and financial service offerings.

Diverse Service Portfolio The firm offers holistic financial services, corporate benefits, and multi-line insurance advising, suggesting potential for cross-selling related financial products such as investment management, estate planning, and corporate benefit solutions.

Tech Adoption Utilizing modern technologies like Google Cloud CDN, Wix, React, and scheduling tools like Calendly indicates a commitment to digital engagement and operational efficiency, providing avenues to introduce advanced insurtech solutions and client portals.

Financial Strength With revenue estimated between $25 million and $50 million and serving affluent families and businesses, there is a significant market opportunity to target high-net-worth clients with personalized insurance and wealth management products.

Growth Potential Given their longstanding history and focus on serving successful families and business founders, Curtis & Associates can benefit from expanding geographic reach or enhancing service offerings to increase market share in the competitive insurance and financial advisory landscape.

Curtis and Associates, Inc. Tech Stack

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

  • Calendly
    Appointment Scheduling
  • Google Cloud CDN
    Content Delivery Network
  • Wix
    Content Management System
  • Wix eCommerce
    E-commerce
  • Sirvoy
    Hotel Management
  • React
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • Google Tag Manager
    Tag Management

Media & News

Curtis and Associates, Inc.'s Email Address Formats

Curtis and Associates, Inc. uses at least 2 format(s):
Curtis and Associates, Inc. Email FormatsExamplePercentage
FLast@curtis-associatesinc.comJDoe@curtis-associatesinc.com
86%
First.Last@curtis-associatesinc.comJohn.Doe@curtis-associatesinc.com
14%

Frequently Asked Questions

Where is Curtis and Associates, Inc.'s headquarters located?

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Curtis and Associates, Inc.'s main headquarters is located at 5925 Nall Avenue Overland Park, Kansas 66202 United States. The company has employees across 1 continents, including North America.

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

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

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

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

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

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

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As of February 2026, Curtis and Associates, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Partner, Corporate Benefits: G. R.Business Owner: B. C.Owner: J. C.. Explore Curtis and Associates, Inc.'s employee directory with LeadIQ.

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

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

What technology does Curtis and Associates, Inc. use?

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Curtis and Associates, Inc.'s tech stack includes CalendlyGoogle Cloud CDNWixWix eCommerceSirvoyReactLodashGoogle Tag Manager.

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

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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?

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Curtis and Associates, Inc. was founded in 1967.

Curtis and Associates, Inc.

InsuranceKansas, United States11-50 Employees

Curtis & Associates is a holistic financial services, corporate benefits and multi-line insurance advisory firm that serves successful families and the businesses they founded. Serving the Kansas City Metropolitan area since 1967, the firm partners with clients and their advisors to clearly define a path to help them grow their wealth today and help to preserve it over future generations.

DISCLOSURE:

Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Curtis & Associates, Inc. is not affiliated with Integrity Wealth. 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

Section iconCompany Overview

Headquarters
5925 Nall Avenue Overland Park, Kansas 66202 United States
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1967
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Curtis and Associates, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Curtis and Associates, Inc.'s revenue is estimated to be in the range of $25M$50M

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