Brian Patten and Associates

What Brian Patten and Associates does

Brian Patten and Associates (BPA) is a privately held, for-profit insurance agency headquartered in Cranberry Twp, Pennsylvania. According to available firmographic data, the company offers benefits enrollment and insurance products, placing it within the U.S. small-commercial and group-benefits broker segment. The firm was founded in 2010 and operates with a headcount of 1-10 employees, consistent with a boutique or single-principal agency model.

No information is publicly disclosed regarding the firm's product mix (e.g., group health, life, P&C, voluntary benefits), carrier appointments, technology platform, pricing structure, distribution channels, or customer segments. The website (brianpattenassociates.com) is referenced but no product or service detail was retrievable in the aggregated data. No management team, ownership structure, funding history, or revenue figures are evidenced in the source material, leaving significant gaps in understanding the agency's operational profile.

The single documented strategic activity in the available data is a five-year presenting sponsorship agreement with City Cruises, announced November 4, 2025, for the City Cruises Live entertainment series across U.S. ports. The scope, financial terms, and strategic intent of this consumer-facing entertainment sponsorship are not disclosed, and it is not clear how it ties to the firm's core insurance and benefits brokerage business.

Name

Brian Patten and Associates

Website

https://brianpattenassociates.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Brian Patten and Associates is a small privately held insurance agency based in Cranberry Twp, Pennsylvania, offering benefits enrollment and insurance products. Founded in 2010, the firm operates with 1-10 employees.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Association & PEO Group Health Plans (AHP/PEO-Sponsored) (FSAIAFAH)

Keywords

• Insurance brokerage
• Benefits enrollment
• Employee benefits
• Insurance advisory
• Group insurance products

Headquarters

HQ city

Cranberry Twp

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Brian Patten and Associates (BPA) is a privately held insurance brokerage firm that provides benefits enrollment services and insurance products to clients. Operating with a small team of 1-10 employees from Cranberry Twp, United States, the firm focuses on connecting clients with insurance solutions, including group/employee benefits offerings.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• City CruisescoreGTM or Marketing Partner · 4 November 2025City Cruises Live announced a five-year presenting sponsorship agreement with Brian Patten and Associates (BPA). The partnership is for the City Cruises Live entertainment series, which features live performances and dining cruises in U.S. ports. The collaboration aims to enhance the lineup of headline entertainment with notable celebrities and public figures.

Recent moves1 record

Expansion highlights1 record

Direct peers

• Alera Group: Alera Group is a national insurance and benefits brokerage formed through the roll-up of regional agencies, directly comparable to BPA as a benefits-and-insurance intermediary built on aggregating small/local agency books.
• Leavitt Group: Leavitt Group is a regional insurance agency and benefits brokerage providing commercial, personal, and group benefits products, comparable to BPA in its agency/brokerage business model and small/mid-employer client focus.
• NFP (an Aon company): NFP is an insurance brokerage and benefits consultancy serving mid-market and individual clients with property/casualty, life, and group benefits offerings — closely aligned with BPA's stated benefits enrollment and insurance products focus.
• OneDigital: OneDigital is a mid-market-focused employee benefits and insurance advisory firm, directly comparable to BPA in its emphasis on benefits enrollment and group insurance for employer clients, but at substantially greater scale.

Broad incumbents

• USI Insurance Services: USI is a large national insurance brokerage offering property/casualty, employee benefits, and retirement solutions, overlapping with BPA's benefits and insurance product offering but at much larger scale and with broader carrier access.
• Hub International: Hub International is a large North American insurance brokerage built largely via roll-ups of regional agencies, serving the same employer benefits and P&C markets as BPA but with national scale and broader product offerings.
• Brown & Brown: Brown & Brown is a publicly traded national insurance brokerage with a strong benefits and risk solutions segment, broadly comparable to BPA in its intermediary role but vastly larger and more diversified.
• Lockton: Lockton is the world's largest privately held insurance brokerage, offering commercial insurance, benefits, and risk management — broadly overlapping with BPA's benefits enrollment and insurance products focus at much greater scale.
• Marsh McLennan: Marsh McLennan is the world's largest insurance broker and benefits consultant via Marsh and Mercer, operating in the same insurance/benefits intermediation space as BPA but as a global incumbent.
• Arthur J. Gallagher & Co. Gallagher is a global insurance brokerage and risk management firm with a substantial employee benefits consulting practice, serving the same group benefits and commercial insurance markets as BPA at enterprise scale.

Market position

Strengths3 records

Weaknesses3 records

Competitive moat1 record

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/brian-patten-and-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brian Patten and Associates