Collins & Powell Insurance Services

What Collins & Powell Insurance Services does

Collins & Powell Insurance Services is a private, for-profit financial services firm headquartered in Santa Barbara, California. Per its own firmographic description, the company offers four product categories: insurance, financial planning, investment, and communication products, suggesting a multi-line independent agency or brokerage model rather than a single-product carrier or pure insurtech. With a stated headcount of 1-10 employees, the firm operates at the small-agency end of the U.S. independent insurance and advisory channel.

The company's website (collinspowell.com) is the primary digital presence documented in the source data, but at time of capture the page rendered as a verification/loading state rather than substantive product, leadership, or carrier-appointment content. As a result, the specific lines of insurance underwritten, the broker-dealer or RIA affiliations supporting the investment and financial-planning offerings, the underlying technology stack, and the pricing/commission structure cannot be confirmed from primary sources. No product catalog, integrations list, management team, regulatory filings, or partnership roster was available.

No public financials, funding history, ownership commentary, M&A activity, customer logos, or headcount trend were disclosed in the input data. Operating geographies beyond the Santa Barbara headquarters are not specified. Investors and acquirers evaluating the firm should treat this as a thin-data profile and prioritize primary diligence — direct contact, carrier appointment schedules, E&O coverage, and production/yield disclosures — before drawing any scale or growth conclusions.

Name

Collins & Powell Insurance Services

Website

http://www.collinspowell.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Collins & Powell Insurance Services is a private, small (1-10 employee) insurance and financial services agency in Santa Barbara, California, offering insurance, financial planning, investment, and communication products to local individual and small-business clients.

Ownership category

akta.pro rank

Product category

Insurance Services

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411), Investment Advice (6282)

akta.pro primary industry

Retail (Personal Lines) Insurance Brokerage (FSAEADAA)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Retirement planning
• Insurance brokerage
• Financial planning services
• Investment advisory
• Life insurance products

Headquarters

HQ city

Santa Barbara

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Collins & Powell Insurance Services is a small private firm based in Santa Barbara, California that provides insurance products, financial planning services, investment offerings, and communication products. The firm operates with 1-10 employees and serves clients through its office in Santa Barbara, United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance Products
• Financial Planning Services
• Investment Products
• Communication Products

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Northwestern Mutual: Large U.S. provider of life insurance, disability income, and investment/financial planning services through a network of financial advisors. Comparable to Collins & Powell in offering insurance and investment advisory under one roof, but at vastly greater scale and via a captive advisor network.
• New York Life: Mutual insurance company offering life, long-term care, and annuity products alongside investment and retirement planning through agents. Overlaps with Collins & Powell's combined insurance and financial planning proposition, though at national scale.
• MassMutual: Mutual insurer providing life, disability, and retirement income products plus wealth management through financial professionals. Comparable multi-line insurance plus investment advisory positioning, with far larger scale and distribution.
• State Farm: National personal-lines insurance carrier with captive agents offering auto, home, life, and financial services. Comparable in retail personal-lines insurance offerings and in-person service model, though State Farm is a carrier rather than an independent brokerage.
• Allstate: Major U.S. personal-lines insurer with agent-based distribution and adjacent life/financial products. Overlaps with Collins & Powell's personal-lines insurance and financial services combination.
• HUB International: Large North American insurance brokerage offering personal, commercial, and benefits placement across diverse markets. Relevant analog for the brokerage and multi-line distribution model, though HUB operates at massive scale.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm serving commercial and personal clients. Demonstrates the scaled end of the multi-line brokerage model that Collins & Powell operates in at a much smaller scale.

Direct peers

• Leavitt Group: Privately held network of independent insurance agencies offering personal, commercial, and employee benefits products to local and regional markets. Directly comparable to Collins & Powell as a multi-line independent agency with a community-based service model.
• IMA Financial Group: Independent insurance and wealth management firm providing commercial, personal, and employee benefits coverage plus financial advisory services. Comparable as a multi-line independent agency combining insurance and financial planning.
• Woodbury Financial Services: Independent financial services network offering insurance, investment, and retirement planning through affiliated advisors. Mirrors Collins & Powell's combined insurance and investment advisory offering at a similarly small-producer footprint.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Collins & Powell Insurance Services