RIA Insurance Solutions

Financial Services • Cornelius, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	19520 Catawba Ave., Suite 200, Cornelius, NC 28031, US
Phone number	+18336520426
Website	ria-insurancesolutions.com
NAICS	52
Keywords	Retirement Planning, Insurance, Financial Planning, Wealth Counseling
Founded	1975
Employees	1-10
Socials

Key Contact at RIA Insurance Solutions

Dan Mcdonald

Senior Vice President

RIA Insurance Solutions Email Formats

RIA Insurance Solutions uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@ria-insurancesolutions.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@ria-insurancesolutions.com	100%

About RIA Insurance Solutions

RIA Insurance Solutions is a full-service partner designed for financial institutions to aid in the insurance sector of planning. We're proud to partner with some of the nation’s most distinguished RIAs to creatively construct tailored insurance platforms. We'll help by focusing on fixed life insurance, annuity, and care needs. It’s much more than products and sales. Our team will align directly with your unique advisory firm methodologies to support your holistic design and maximize planning strategies within a client’s portfolio.

RIA Insurance Solutions revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

RIA Insurance Solutions has never raised funding before.

RIA Insurance Solutions Tech Stack

Discover the technologies and tools that power RIA Insurance Solutions's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

React

JavaScript frameworks

Google Cloud

IaaS

Act-On

Marketing automation

Frequently asked questions

RIA Insurance Solutions is located in Cornelius, North Carolina, US.

You can reach RIA Insurance Solutions at +18336520426.

RIA Insurance Solutions was founded in 1975, making it 51 years old. The company has established itself as a significant player in its industry over this time.

RIA Insurance Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at RIA Insurance Solutions

Dan Mcdonald

Senior Vice President

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