Succession Capital Alliance
Insurance • 
Newport Beach, California, United States • 11-20 Employees
Company overview
| Headquarters | 4695 MacArthur Ct, Suite 400, Newport Beach, California 92660, US |
| Phone number | +19497941886 |
| Website | |
| NAICS | 52 |
| SIC | 679 |
| Keywords | Advanced Life Insurance Design And Utilization, Traditional Life Insurance Premium Financing |
| Founded | 1996 |
| Employees | 11-20 |
| Socials |
Key Contacts at Succession Capital Alliance
Joseph Robles
Director, Client Solutions
Alexandra Jorczak
Director Of Client Solutions
Succession Capital Alliance Email Formats
Succession Capital Alliance uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@successioncapital.com), used 83.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@successioncapital.com | 83.3% |
{first name}{last name} | johndoe@successioncapital.com | 12.5% |
{last name}{last name} | doedoe@successioncapital.com | 4.2% |
About Succession Capital Alliance
Succession Capital Alliance, headquartered in Newport Beach, California, is the gold standard in advanced life insurance planning for advisors and their high-net-worth clients. With a singular focus on maximizing the performance of life insurance assets through Premium Financing, SCA leverages the Capital Maximization Strategy to provide leverage within a client's portfolio. For additional information, please visit SuccessionCapital.com.
Succession Capital Alliance revenue & valuation
| Annual revenue | $8,333,679 |
| Revenue per employee | $417,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues | $26,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Succession Capital Alliance has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Succession Capital Alliance has never raised funding before.
Succession Capital Alliance Tech Stack
Discover the technologies and tools that power Succession Capital Alliance's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Analytics
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United Kingdom
Morocco
Frequently asked questions
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