Capital Analysts
Likely to Engage tag.Highly Engaged Employees

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

303 Broadway St Ste 1500, Cincinnati, Oh...

Phone Number

(513) 361-8700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Capital Analysts

Capital Analysts (CA), a Lincoln Investment company, partners with independent financial professionals to provide comprehensive wealth management services to affluent clients. They offer a turn-key wealth management services platform that combines personalized service with advanced technology. As a Registered Investment Adviser (RIA), CA delivers a full spectrum of wealth management products and services, along with independent, proprietary research. Their goal is to help clients achieve their financial aspirations, whether that involves travel, volunteering, or other personal goals.Explore more
Capital Analysts's Social MediaPopular SearchesCapital AnalystsCapital Analysts IncCapital Analysts of Nc IncCapital Analysts LLCCapital Risk Underwriters IncSIC Code 62,628NAICS Code 52,523Show more

Capital Analysts Org Chart

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Benjamin Wuerffel, President at Capital Analysts
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Analysts

<$5M
11-50
Private
-
1968
$19.1M
11-50
Private
<$5M
2017
Yuhan Lin, Chief Technology Officer at Manzil
Yuhan LinChief Technology Officer
$7.2M
11-50
Private
-
1994
N/A
$5.6M
1-10
Private
-
2005
<$5M
11-50
Private
-
1969
DC
Donna CroninVice President, ITS
<$5M
11-50
Private
-
2001
RM
Ray ManchaBranch Manager
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Analysts is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Capital Analysts Tech Stack

A closer look at the technologies used by Capital Analysts

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Frequently Asked Questions Regarding Capital Analysts

What is Capital Analysts's official website?
Capital Analysts's official website is www.capitalanalysts.com
What is Capital Analysts's Revenue?
Capital Analysts's revenue is <$5 Million
What is Capital Analysts's SIC code?
Capital Analysts's SIC: 62,628
What is Capital Analysts's NAICS code?
Capital Analysts's NAICS: 52,523
How many employees does Capital Analysts have?
Capital Analysts has 11-50 employees
What industry does Capital Analysts belong to?
Capital Analysts is in the industry of: Finance, Securities Trading
What is Capital Analysts competition?
Capital Analysts top competitors include: Catalyst Financial Group, Manzil, Mutual Service, Cambria Capital
What companies has Capital Analysts acquired?
Capital Analysts has acquired the companies: Lincoln Investment, The Legend Group WNY, Jim Cecchini, The Legend Group
What technology does Capital Analysts use?
Some of the popular technologies that Capital Analysts uses are: PHP, Barracuda Networks, OpenText Web Site Management, Microsoft 365
How do I contact Capital Analysts?
Capital Analysts contact info: Phone number: (513) 361-8700 Website: www.capitalanalysts.com
What does Capital Analysts do?

Capital Analysts (CA), a Lincoln Investment company, partners with independent financial professionals to provide comprehensive wealth management services to affluent clients. They offer a turn-key wealth management services platform that combines personalized service with advanced technology. As a Registered Investment Adviser (RIA), CA delivers a... full spectrum of wealth management products and services, along with independent, proprietary research. Their goal is to help clients achieve their financial aspirations, whether that involves travel, volunteering, or other personal goals.Read More

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

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