


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 | |
| 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
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.
CDN
PaaS
Security
Miscellaneous
Frequently asked questions
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