Regis Financial Partners

Insurance • Miami, Florida, United States • 11-20 Employees

Company overview

Headquarters	501 Brickell Key Dr, Suite 509, Miami, Florida 33131, US
Phone number	+13037979080
Website	regisfp.com
NAICS	52
Keywords	Charitable Planning, Premium Financing, Annuities, Retirement Planning, Estate Planning, Fixed Annuities, Life Insurance Planning, Long Term Care Planning, Business Owner Planning, Advanced Markets Concepts
Founded	2006
Employees	11-20
Socials

Key Contacts at Regis Financial Partners

Brian Kaplan

Brokerage Director

Robert Stuchiner

Founder And Strategic Advisor

Grace Louise

Chief Executive Officer

Regis Financial Partners Email Formats

Regis Financial Partners uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@regisfp.com), used 76.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@regisfp.com	76.9%
{first name}{last name}	johndoe@regisfp.com	23.1%

About Regis Financial Partners

The mission of Regis Financial Partners, LLC is to serve the diverse needs of life insurance professionals and other advisors operating in across affluent, business, and middle-market segments. We are dedicated to providing superior end-to-end case design, underwriting, and product delivery services with a commitment to simplicity and efficiency, ensuring that our clients experience unparalleled ease of doing business while achieving their financial objectives.

Regis Financial Partners revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Regis Financial Partners has 6 employees across 4 departments.

Departments

Number of employees

Funding Data

Regis Financial Partners has never raised funding before.

Regis Financial Partners Tech Stack

Discover the technologies and tools that power Regis Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Amazon Web Services

PaaS

Cloudflare Bot Management

Security

HTTP/3

Miscellaneous

Microsoft 365

Frequently asked questions

Regis Financial Partners is located in Miami, Florida, US.

You can reach Regis Financial Partners at +13037979080.

Regis Financial Partners was founded in 2006, making it 20 years old. The company has established itself as a significant player in its industry over this time.

Regis Financial Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.