Atlantic Life Quote
- Company typePrivate
- Founded-
- HeadquartersCharlottetown, Canada
- Headcount11–50
- GTM typeB2C
- OfferingServices
Atlantic Life Quote firmographics
Firmographics- Name
- Atlantic Life Quote
- Website
- https://atlanticlifequote.com
- Company type
- Private
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Atlantic Life Quote industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (52421), Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Commercial Lines Insurance Brokerage (FSAEADAB)
Keywords
Where Atlantic Life Quote is headquartered
LocationHeadquarters
- HQ city
- Charlottetown
- HQ country
- Canada
- HQ region
- North America
Markets served
Atlantic Life Quote business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Atlantic Life Quote product offering
Product offeringCore offering
Atlantic Life Quote is a financial firm that provides investment advice, insurance, retirement solutions, and consulting services. The firm operates as a small private advisory practice (11–50 employees) headquartered in Charlottetown, Canada, serving clients through its online presence.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advice Personal investment advisory service providing guidance to individuals on investment decisions and portfolio considerations.
- Insurance Insurance product offerings/solutions provided to individual clients as part of the firm's financial services portfolio.
- Retirement Solutions Retirement planning solutions offered to individuals preparing for retirement income, savings, and related financial needs.
- Consulting Financial consulting services provided to clients seeking expert advice on broader financial matters.
Companies that use Atlantic Life Quote
Customer profileIdeal customer profiles1 record
Atlantic Life Quote technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Atlantic Life Quote competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Branch-based financial advisory network offering investment, retirement, and insurance solutions. Comparable localized, in-person advisory model tailored to Canadian households.
- IG Wealth Management: Large Canadian wealth-management and insurance advisory network. Comparable as a scaled Canadian provider combining investment, retirement, and insurance solutions to households.
- Sun Life Financial: One of Canada's largest life-and-health insurers and retirement/investment providers. Comparable on the insurance-and-retirement side of Atlantic Life Quote's offering, though Sun Life is the carrier rather than a broker.
- Hub International: Large North American insurance brokerage with a Canadian footprint, including Atlantic Canada. Operates as an intermediary placing commercial and personal lines, the same role Atlantic Life Quote targets but at vastly greater scale.
Emerging players
- Wealthsimple: Canadian digital investment and retirement advisory platform. Comparable as a provider of investment advice and retirement solutions to Canadian consumers, though delivered purely online.
- Primerica: Term life insurance and investment advisory firm using a distributed advisor model. Comparable mix of life insurance placement plus investment/retirement advisory services to middle-market households.
- SelectQuote: U.S. insurance lead-generation and quote platform. Comparable business model given the 'Quote' suffix in Atlantic Life Quote's name and the implied online lead-aggregation activity.
- PolicyMe: Canadian digital insurance broker for life and term coverage. Directly disintermediates small lead-aggregator brokers by letting consumers compare and buy term life online.
Direct peers
- BFL Canada: Canadian commercial insurance brokerage and risk advisory firm. Comparable on the commercial-lines brokerage and consulting/specialty risk advisory side of Atlantic Life Quote's offering.
- BrokerLink: Canada-focused insurance brokerage arranging home, auto, and commercial coverage. Most directly comparable as a Canadian retail insurance broker serving individuals and SMEs.
Market position
Strengths3 records
Weaknesses3 records
Key risks5 records
Key highlights3 records
Customer concentration
Atlantic Life Quote social profiles
Digital presenceAtlantic Life Quote financial estimates
Financial estimateRevenue estimate
Valuation estimate
Atlantic Life Quote leadership team
Management profileNumber of profiles
Atlantic Life Quote funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Atlantic Life Quote M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Atlantic Life Quote
What does Atlantic Life Quote do?
Atlantic Life Quote is a financial firm that provides investment advice, insurance, retirement solutions, and consulting services. The firm operates as a small private advisory practice (11–50 employees) headquartered in Charlottetown, Canada, serving clients through its online presence.
When was Atlantic Life Quote founded?
Atlantic Life Quote was founded in -1. It employs 11 to 50 people.
Where is Atlantic Life Quote based?
Atlantic Life Quote is headquartered in Charlottetown, Canada, in the North America region.
Who are Atlantic Life Quote's main competitors?
Broad incumbents on record are Edward Jones, IG Wealth Management, Sun Life Financial and Hub International. Emerging players are Wealthsimple, Primerica, SelectQuote and PolicyMe. Direct peers are BFL Canada and BrokerLink.
Does Atlantic Life Quote have an API?
No public API is recorded for Atlantic Life Quote.
What industry is Atlantic Life Quote in?
Atlantic Life Quote's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEADAB, Commercial Lines Insurance Brokerage. Its NAICS code is 52421 and its SIC code is 6282.