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Statland & Katz

Full company profile

uuid00268x4

Namestring
Statland & Katz
Legal namestring
Statland & Katz, Ltd.
Company typeenum
Private
Founded yearint
1974
Short descriptiontext

Statland & Katz, Ltd. is a private insurance and financial services agency serving individuals and businesses in the Maryland, Washington D.C., and Virginia region through licensed-agent distribution, following its 2017 merger with Joseph W. McCartin Insurance.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersBeltsville, United States
HQ citystring
Beltsville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
insurance agency services, financial advisory services, personal insurance coverage, business insurance coverage, regional insurance broker
Industry2 codes
1Individual Health Insurance Brokerage & Distribution
CodeFSAIAEALPrimaryYes
2Insurance-Integrated Wealth Managers (RIA + Insurance Solutions)
CodeFSAAACAIPrimaryNo
NAICS code2 codes
  • Insurance Agencies and Brokerages524210
  • Insurance Agencies and Brokerages52421
SIC code1 code
  • Insurance Agents, Brokers & Service6411
Product category
Insurance Agency Services
No data
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Statland & Katz, Ltd. is a regional insurance and financial services agency providing insurance coverage and financial advisory services to individuals and businesses in Maryland, Washington D.C., and Virginia. The agency operates as a traditional licensed insurance provider, delivering coverage solutions and financial guidance through its agents. In March 2017, the firm merged with Joseph W. McCartin Insurance, Inc., and its website now redirects visitors to www.mccartin.com.

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Statland & Katz Insurance & Financial Services
CategoryInsurance and Financial Services
Description

Insurance and financial services agency providing insurance coverage and financial guidance to individuals and businesses in the Maryland, Washington D.C., and Virginia region. Following the March 2017 merger with Joseph W. McCartin Insurance, Inc., clients are directed to www.mccartin.com for service.

Partnership1 partner
Strategic tierCoreTypeOthersAnnounced on2017-03-01
Description

In March 2017, Statland & Katz, Ltd. merged with Joseph W. McCartin Insurance, Inc. The companies are integrating their websites, with visitors redirected to www.mccartin.com. This represents a merger/acquisition relationship rather than an ongoing partnership.

Market position
Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Statland & Katz

Insurance Agency Servicesstatlandkatz.com

Statland & Katz, Ltd. is a private insurance and financial services agency serving individuals and businesses in the Maryland, Washington D.C., and Virginia region through licensed-agent distribution, following its 2017 merger with Joseph W. McCartin Insurance.

Statland & Katz firmographics

Firmographics
Name
Statland & Katz
Legal name
Statland & Katz, Ltd.
Website
https://statlandkatz.com
Company type
Private
Founded year
1974
Operating status
Operating
Headcount range
11–50 employees
Short description
Statland & Katz, Ltd. is a private insurance and financial services agency serving individuals and businesses in the Maryland, Washington D.C., and Virginia region through licensed-agent distribution, following its 2017 merger with Joseph W. McCartin Insurance.
Ownership category
akta.pro rank

Statland & Katz industry classification

Industry
Product category
Insurance Agency Services
NAICS
Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421)
SIC
Insurance Agents, Brokers & Service (6411)
akta.pro primary industry
Individual Health Insurance Brokerage & Distribution (FSAIAEAL)
akta.pro secondary industry
Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

  • Insurance agency services
  • Financial advisory services
  • Personal insurance coverage
  • Business insurance coverage
  • Regional insurance broker

Where Statland & Katz is headquartered

Location

Headquarters

HQ city
Beltsville
HQ country
United States
HQ region
North America

Markets served

Statland & Katz business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Statland & Katz product offering

Product offering

Core offering

Statland & Katz, Ltd. is a regional insurance and financial services agency providing insurance coverage and financial advisory services to individuals and businesses in Maryland, Washington D.C., and Virginia. The agency operates as a traditional licensed insurance provider, delivering coverage solutions and financial guidance through its agents. In March 2017, the firm merged with Joseph W. McCartin Insurance, Inc., and its website now redirects visitors to www.mccartin.com.

Differentiator

Problem solved

Functional benefit

Products and services

  • Statland & Katz Insurance & Financial Services Insurance and financial services agency providing insurance coverage and financial guidance to individuals and businesses in the Maryland, Washington D.C., and Virginia region. Following the March 2017 merger with Joseph W. McCartin Insurance, Inc., clients are directed to www.mccartin.com for service.

Companies that use Statland & Katz

Customer profile

Segments1 record

Ideal customer profiles1 record

Statland & Katz technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Statland & Katz partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Joseph W. McCartin Insurance, Inc.coreOthers · 1 March 2017In March 2017, Statland & Katz, Ltd. merged with Joseph W. McCartin Insurance, Inc. The companies are integrating their websites, with visitors redirected to www.mccartin.com. This represents a merger/acquisition relationship rather than an ongoing partnership.

Statland & Katz competitors and assessment

Company assessment

Market position

Customer concentration

Statland & Katz financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Statland & Katz leadership team

Management profile

Number of profiles

Statland & Katz funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Statland & Katz M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Statland & Katz

What does Statland & Katz do?

Statland & Katz, Ltd. is a regional insurance and financial services agency providing insurance coverage and financial advisory services to individuals and businesses in Maryland, Washington D.C., and Virginia. The agency operates as a traditional licensed insurance provider, delivering coverage solutions and financial guidance through its agents. In March 2017, the firm merged with Joseph W. McCartin Insurance, Inc., and its website now redirects visitors to www.mccartin.com.

Is Statland & Katz a public or private company?

Statland & Katz is a private company. It is classified as unknown and is currently operating.

When was Statland & Katz founded?

Statland & Katz was founded in 1974. It employs 11 to 50 people.

Where is Statland & Katz based?

Statland & Katz is headquartered in Beltsville, United States, in the North America region.

Does Statland & Katz have an API?

No public API is recorded for Statland & Katz.

What industry is Statland & Katz in?

Statland & Katz's product category is Insurance Agency Services. Its primary akta.pro industry code is FSAIAEAL, Individual Health Insurance Brokerage & Distribution, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 524210 and its SIC code is 6411.

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