Network origin in Daniel Kravitz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
FuturePlan By Ascensus
 FuturePlan By Ascensus Investment ManagersFinance Kravitz Investment Services, Inc. designs and administers retirement plans. The firm offers training, education and support on cash balance retirement plans for their clients. The company was founded in 1977 and is headquartered in Encino, CA.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Daniel Kravitz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| BANK OF SANTA CLARITA | Regional Banks | Director/Board Member | |
Kravitz LLC
 Kravitz LLC Investment ManagersFinance Kravitz LLC designs retirement plans. Its services include cash balance plans, retirement plans, selecting the right plan, small business services, medical group services, and law firm services. The company was founded by Louis Kravitz in 1977 and is headquartered in Encino, CA. | Investment Managers | Director/Board Member | |
United Retirement Plan Consultants, Inc.
 United Retirement Plan Consultants, Inc. Investment ManagersFinance United Retirement Plan Consultants, Inc. provides design, consulting, and administration services of retirement plan for small and mid size employers. It enables clients to design and implement their own plan which includes benefit plans, money purchase plans, and solo plans. The company is headquartered in Dublin, OH. | Investment Managers | Chief Operating Officer | |
kPlans Investment Services, Inc
 kPlans Investment Services, Inc Investment ManagersFinance Part of SageView Advisory Group LLC, kPlans Investment Services, Inc is a company that provides defined benefit and cash balance pension plans. The company is based in Valencia, CA. The CEO of the company is Steven S. Sansone. kPlans Investment Services was acquired by SageView Advisory Group LLC on June 08, 2022. | Investment Managers | Chief Executive Officer |
Statistics
International
| United States | 5 |
Sectoral
| Finance | 5 |
Operational
| Director/Board Member | 2 |
| Chief Operating Officer | 2 |
| Corporate Officer/Principal | 1 |
| Chief Executive Officer | 1 |
| President | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Steven S. Sansone | 4 |
| Bob Zamary | 2 |
| Kasey Price | 1 |
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