Curtis & Associates

What Curtis & Associates does

Curtis & Associates, Inc. is a privately held, multi-line insurance and financial advisory firm headquartered at 5925 Nall Avenue in Mission, Kansas, serving the Kansas City metropolitan area since 1967. The firm operates as an independent agent and advisor offering wealth management and investment advisory services, life insurance with portfolio management, health insurance, corporate and employee benefits, property and casualty insurance (personal and commercial), and travel insurance through partnerships with carriers including Blue Cross Blue Shield's GeoBlue platform. Its client base is concentrated on successful families and family-owned businesses seeking integrated multigenerational wealth transfer, risk management, and employee benefits solutions.

The firm generates revenue through three primary streams: insurance commissions across life, health, property & casualty, and travel lines via carrier partnerships; securities and investment advisory fees delivered through a broker/dealer relationship with Integrity Alliance, LLC (Member SIPC), the successor to Lion Street Financial; and professional services fees for corporate benefits consulting and plan administration covering more than 150 employer clients. Underlying technology consists of a cloud-based financial software stack with a password-protected client portal, the Proformex life insurance management system for ongoing policy monitoring, and Calendly for appointment scheduling. The organization is small — approximately ten named team members across advisory, benefits, P&C, and operations functions — and is currently in second-generation ownership (Jeff Curtis, Gerald Rappold, Mike Kimbell) with a third-generation family member (Jack Curtis) now actively on staff.

Go-to-market is relationship-driven and regional: face-to-face and virtual advisory appointments booked via Calendly, supported by a monthly email newsletter and a LinkedIn presence. Dedicated account managers handle the corporate benefits book, while certified financial fiduciaries and investment advisor representatives serve the wealth management practice. The firm's structural advantage is the ability to deliver wealth management, insurance, and benefits solutions under one roof via carrier and broker/dealer partnerships, without bearing the cost of building institutional execution or product manufacturing capabilities in-house.

Name

Curtis & Associates

Legal name

Curtis & Associates, Inc.

Website

https://curtisandassociatesinc.com

Company type

Private

Founded year

1967

Operating status

Operating

Headcount range

11–50 employees

Short description

Curtis & Associates is a privately held, multi-line insurance and financial advisory firm in Mission, Kansas, serving successful families and 150+ family-owned businesses in the Kansas City metro with integrated wealth management, insurance, and corporate benefits services since 1967.

Ownership category

akta.pro rank

Product category

Insurance Brokerage and Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210)

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro industry

PRIMARYFSAAACAI

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Wealth management services
• Insurance brokerage
• Employee benefits administration
• Financial advisory services
• Property casualty insurance

Headquarters

HQ city

Mission

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Insurance Commissions: Commissions earned from selling life insurance, health insurance, property and casualty insurance, and travel insurance products through carrier partnerships.
2. Investment Advisory Fees: Securities and investment advisory services offered through Integrity Alliance, LLC (Member SIPC), including portfolio management, 401(k) plan management, and investment consulting.
3. Corporate Benefits Consulting: Employee benefits advisory services including plan design, administration, and management for employer clients, supporting over 150 companies.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

Curtis & Associates is an independent insurance and financial advisory firm offering wealth management and investment advisory services, life and health insurance, corporate and employee benefits administration, and property and casualty coverage for personal and commercial clients. Services are delivered by licensed advisors and account managers across multiple divisions under one roof, with investments offered through a third-party broker/dealer and insurance products sourced from multiple carrier partners.

Product overview

Curtis & Associates is an independent insurance and financial advisory firm offering a comprehensive suite of wealth management and risk management services. The core offerings include Wealth Management & Investment Advisory, Life Insurance with Portfolio Management (utilizing the Proformex platform), Health Insurance, Corporate Benefits/Employee Benefits, Property & Casualty Insurance (both Personal and Commercial lines), and Travel Insurance. The firm operates as a multi-line agency with dedicated divisions: the main Curtis & Associates, Inc. handles wealth management, life insurance, health insurance, and corporate benefits; while Curtis & Associates Property & Casualty LLC handles all property and casualty coverage. Services are distributed through an independent agent model with access to multiple carrier partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management & Investment Advisory Comprehensive wealth management and investment advisory services including financial planning, portfolio management, and investment strategy development for individuals, families, and business owners. Securities and investment advisory services are offered through Integrity Alliance, LLC.

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Integrity Alliance, LLCcoreChannel Partner/ Reseller/ DistributorBroker/dealer relationship providing securities and investment advisory services. Member SIPC. Integrity Wealth is the marketing name for Integrity Alliance, LLC. Curtis & Associates offers securities and investment advisory services through this partnership.
• Lion Street FinancialminorChannel Partner/ Reseller/ DistributorAustin-based, highly selective, invite-only broker/dealer group that Curtis & Associates previously joined before being acquired by Integrity Wealth.
• Blue Cross and Blue Shield (GeoBlue)minorChannel Partner/ Reseller/ DistributorTravel insurance provider through GeoBlue platform, offering coverage for US travelers with Blue Cross and Blue Shield backing.

Scale indicators3 records

Recent moves2 records

Expansion highlights3 records

Market position

Competitive moat4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/curtisandassociatesinc
• Facebookfacebook.com/curtisandassociatesinc

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries1 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 Curtis & Associates