Capita Financial Network

Finance · Utah, United States · 11-50 Employees

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Overview

Headquarters

9980 S 300 W Ste 140, Sandy, Utah, 84070...

Phone Number

(801) 566-5058

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 6
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
2
2
2
6

About Capita Financial Network

Capita Financial Network specializes in comprehensive financial planning services, including investment management, income planning, estate planning, tax planning, and insurance solutions. They cater to individuals, families, and business owners, focusing on building long-lasting relationships to help clients achieve their specific financial goals. Their team of experts provides tailored advice and resources to navigate complex financial landscapes, ensuring clients can make informed decisions about their financial futures. Capita aims to simplify financial planning and empower clients through education and personalized support.Explore more
Capita Financial Network's Social MediaPopular SearchesCapita Financial NetworkCapita Financial Network LLCTyler Investments LLCCapita FinancialCapitas Financial Network LLCSIC Code 62,628NAICS Code 52,523Show more

Capita Financial Network Org Chart

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Founder & Chief Executive Officer

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Cassandra Myers, Chief Operating Officer at Capita Financial Network
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Chief Operating Officer

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President & Managing Partner

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President

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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capita Financial Network

<$5M
11-50
Private
<$5M
2008
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
$5.6M
1-10
Private
-
1979
Travis Ivanoff, Chief Executive Officer, Ivanoff Wealth Management at Ivanoff Advisors
Travis IvanoffCEO, Ivanoff Wealth Management
<$5M
11-50
Private
-
2011
LB
Linda BaulchDirector, Client Services
<$5M
1-10
Private
-
1985
SS
Sharon StadulVice President & Chief Compliance Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Capita Financial Network is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capita Financial Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capita Financial Network.

Capita Financial Network financials insights

Gather financial insights about Capita Financial Network, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Capita Financial Network Tech Stack

A closer look at the technologies used by Capita Financial Network

Most Recent Scoops

Open Position
Hiring Plans
Capita Financial Network has more open roles in Finance than it has had at any time in the past 12 months.
Hiring Plans
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Capita Financial Network News & Media

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Frequently Asked Questions Regarding Capita Financial Network

What is Capita Financial Network's official website?
Capita Financial Network's official website is www.capitafinancialnetwork.com
What is Capita Financial Network's Revenue?
Capita Financial Network's revenue is <$5 Million
What is Capita Financial Network's SIC code?
Capita Financial Network's SIC: 62,628
What is Capita Financial Network's NAICS code?
Capita Financial Network's NAICS: 52,523
How many employees does Capita Financial Network have?
Capita Financial Network has 11-50 employees
What industry does Capita Financial Network belong to?
Capita Financial Network is in the industry of: Finance, Insurance, Securities Trading
What is Capita Financial Network competition?
Capita Financial Network top competitors include: Hargrave Fiduciary Advisors, Stratos Wealth Advisors, Ivanoff Advisors, Summit Group Retirement Planners
What technology does Capita Financial Network use?
Some of the popular technologies that Capita Financial Network uses are: reCAPTCHA, Salesforce Pardot, Microsoft 365, Google Tag Manager
How do I contact Capita Financial Network?
Capita Financial Network contact info: Phone number: (801) 566-5058 Website: www.capitafinancialnetwork.com
What does Capita Financial Network do?

Capita Financial Network specializes in comprehensive financial planning services, including investment management, income planning, estate planning, tax planning, and insurance solutions. They cater to individuals, families, and business owners, focusing on building long-lasting relationships to help clients achieve their specific financial goals.... Their team of experts provides tailored advice and resources to navigate complex financial landscapes, ensuring clients can make informed decisions about their financial futures. Capita aims to simplify financial planning and empower clients through education and personalized support.Read More

What are Capita Financial Network social media links?
Capita Financial Network Linkedin page Capita Financial Network Facebook page
Is Capita Financial Network a public company?
Capita Financial Network is private company therefore does not currently have an official ticker symbol
See more information about Capita Financial Network

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