Search company, investor...

Compass Planners


Acquired | Acquired

About Compass Planners

Compass Planners is based in West Greenwich, Rhode Island. CP is a specialized Medicare Advantage business led by Jim Soucy. On March 9th, 2021, Compass Planners was acquired by The Hilb Group. The terms of the transaction were not disclosed.

Headquarters Location

901 Jefferson Blvd

Warwick, Rhode Island, 02886,

United States

Missing: Compass Planners's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: Compass Planners's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Latest Compass Planners News

The Hilb Group Acquires Rhode Island’s Compass Planners

Mar 10, 2021

March 10, 2021 The Hilb Group LLC (THG) has acquired Rhode Island-based Compass Planners (CP). The transaction became effective on February 1, 2021. CP is based in West Greenwich, Rhode Island and is a specialized Medicare Advantage business led by Jim Soucy. Soucy and his three colleagues will be joining the offices in Cranston, Rhode Island. Soucy will lead the Medicare Practice for all Hilb offices and will run THG Indianapolis-based Medicare wholesale operation. He is tasked to grow the retail and wholesale offering to bring additional value to THG client relationships. THG is a property/casualty and employee benefits insurance brokerage and advisory firm headquartered in Richmond, Virginia. It is a portfolio company of The Carlyle Group, a global investment firm. THG has completed more than 100 acquisitions and now has more than 100 offices in 20 states. Source: The Hilb Group

Compass Planners Frequently Asked Questions (FAQ)

  • Where is Compass Planners's headquarters?

    Compass Planners's headquarters is located at 901 Jefferson Blvd, Warwick.

  • What is Compass Planners's latest funding round?

    Compass Planners's latest funding round is Acquired.

  • Who are the investors of Compass Planners?

    Investors of Compass Planners include Hilb Group.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.