Capital Planning

Insurance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

2051 Killebrew Dr Ste 640, Bloomington, ...

Phone Number

(952) 541-9464

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Capital Planning

Capital Planning specializes in structured settlements and annuity services, providing financial solutions for personal injury and wrongful death victims. With over 36 years of experience and a proven track record of successfully structuring over 12,000 annuities, they are recognized as one of the nation's most trusted teams in the industry. Their simple and seamless process ensures that clients receive prompt service and support throughout the settlement journey. Based in Minneapolis, MN, they serve clients nationwide, focusing on delivering financial protection and peace of mind.Explore more
Capital Planning's Social MediaPopular SearchesCapital Planning IncCapital PlanningCapital Planning Services IncCapitalplanningincChristine D PhillipsSIC Code 64,641NAICS Code 52,524Show more

Capital Planning Org Chart

PhoneEmail
CP
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Principal, Owner and President

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Planning

<$5M
1-10
Private
<$5M
1981
CP
Christine PhillipsPrincipal, Owner and President
$12.8M
11-50
Private
<$5M
1996
<$5M
11-50
Private
-
2003
DR
Deborah RosenPresident & CEO
<$5M
11-50
Private
<$5M
2014
KS
Katherine SabaGeneral Counsel
<$5M
11-50
Private
-
-
CP
Carina PawlakVice President, Sales & Marketing
<$5M
11-50
Private
<$5M
2017
Erica Holland, Chief Operations Officer at WePayMore Funding
Erica HollandChief Operations Officer
<$5M
1-10
Private
-
2017
Anthony Cioppa, Founder & President at American Annuity Funding
Anthony CioppaFounder & President
Illustration of an envelope

Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Capital Planning is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Capital Planning financials insights

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

2021

Debt

$42K

See All Capital Planning's Financials Insights

Capital Planning Tech Stack

A closer look at the technologies used by Capital Planning

Top Insurance Companies

Frequently Asked Questions Regarding Capital Planning

What is Capital Planning's official website?
Capital Planning's official website is www.capitalplanninginc.com
What is Capital Planning's Revenue?
Capital Planning's revenue is <$5 Million
What is Capital Planning's SIC code?
Capital Planning's SIC: 64,641
What is Capital Planning's NAICS code?
Capital Planning's NAICS: 52,524
How many employees does Capital Planning have?
Capital Planning has 1-10 employees
What industry does Capital Planning belong to?
Capital Planning is in the industry of: Insurance, Finance, Securities Trading
What is Capital Planning competition?
Capital Planning top competitors include: Intelifund, RSL Funding, WePayMore Funding, Settlement Capital
What technology does Capital Planning use?
Some of the popular technologies that Capital Planning uses are: WordPress.org, PHP, Google Font API, Microsoft Dynamics CRM
How do I contact Capital Planning?
Capital Planning contact info: Phone number: (952) 541-9464 Website: www.capitalplanninginc.com
What does Capital Planning do?

Capital Planning specializes in structured settlements and annuity services, providing financial solutions for personal injury and wrongful death victims. With over 36 years of experience and a proven track record of successfully structuring over 12,000 annuities, they are recognized as one of the nation's most trusted teams in the industry. Their... simple and seamless process ensures that clients receive prompt service and support throughout the settlement journey. Based in Minneapolis, MN, they serve clients nationwide, focusing on delivering financial protection and peace of mind.Read More

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

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