JR Katz

JR Katz Overview

Founded 1976
Status Acquired/​Merged
Employees 18
Latest Deal Type Buyout/​LBO
Financing Rounds 1

JR Katz General Information


Provider of insurance based systems. The company provides insurance-based systems for wealth transfer and corporate benefit programs.

Contact Information

Ownership Status
Financing Status
Private Equity-Backed
Primary Industry
Other Insurance
Other Industries
Financial Software
Primary Office
  • One Northbrook Place, 5 Revere Drive
  • Suite 550
  • Northbrook, IL 60062
  • United States
+1 (847) 000-0000
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JR Katz Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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JR Katz Executive Team (2)

Name Title Board Seat Contact Info
Jordon Katz Founder, Principal- Individual and Corporate Client Services & President

1 Former Executive