Capitas Financial

Insurance · Minnesota, United States · 201-500 Employees

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Overview

Headquarters

200 Coon Rapids Blvd NW Ste 300, Minneap...

Phone Number

(877) 463-1234

Revenue

$355.2 Million

Industry

Insurance

About Capitas Financial

Capitas Financial, Inc. is a life insurance brokerage firm that provides a comprehensive portfolio of insurance products and services tailored for ultra-high net worth clients. The company leverages both national and local resources to deliver advanced financial and insurance-based planning strategies. By partnering with respected financial institutions, Capitas enhances client relationships and expands service capabilities. Their focus is on delivering creative solutions that meet the specific needs of their clients.Explore more
Capitas Financial's Social MediaSIC Code 64,641NAICS Code 52,524Show more

Capitas Financial Org Chart

GG
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President, Chief Executive Officer

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Life Member

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Chief Financial Officer

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General Manager & Chief Financial Officer

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Chief Information Officer

PhoneEmail
SG
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President

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President

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Office Manager and Comptroller

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Compare Similar Companies to Capitas Financial

Compare insights from companies similar to Capitas Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capitas Financial

$355.2M
201-500
Private
-
2001
GG
George GorePresident, CEO
$270M
201-500
Private
-
2001
MB
Melissa BalsanPresident & CEO
$257.9M
201-500
Private
-
2001
Jessy Jaison, Chief Executive Officer & Independent Contractor at World Financial Group
Jessy JaisonCEO & Independent Contractor
$243M
201-500
Private
<$5M
1986
Jeremy Hewett, President & Chief Operating Officer at AccuQuote
Jeremy HewettPresident & Chief Operating Officer
$192.5M
501-1,000
Private
-
2005
JN
John NowakPresident of Operational Edge
$165M
201-500
Private
-
1991
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Capitas Financial Tech Stack

A closer look at the technologies used by Capitas Financial

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Frequently Asked Questions Regarding Capitas Financial

What is Capitas Financial's official website?
Capitas Financial's official website is www.capitasfinancial.com
What is Capitas Financial's Revenue?
Capitas Financial's revenue is $355.2 Million
What is Capitas Financial's SIC code?
Capitas Financial's SIC: 64,641
What is Capitas Financial's NAICS code?
Capitas Financial's NAICS: 52,524
How many employees does Capitas Financial have?
Capitas Financial has 201-500 employees
What industry does Capitas Financial belong to?
Capitas Financial is in the industry of: Insurance
What is Capitas Financial competition?
Capitas Financial top competitors include: Advisors Excel, AccuQuote, ARC Excess & Surplus, World Financial Group
What technology does Capitas Financial use?
Some of the popular technologies that Capitas Financial uses are: DocuSign, Drupal, iCIMS, PHP
Who is the CFO of Capitas Financial?
Capitas Financial's CFO is Roger Weber
How do I contact Capitas Financial?
Capitas Financial contact info: Phone number: (877) 463-1234 Website: www.capitasfinancial.com
What does Capitas Financial do?

Capitas Financial, Inc. is a life insurance brokerage firm that provides a comprehensive portfolio of insurance products and services tailored for ultra-high net worth clients. The company leverages both national and local resources to deliver advanced financial and insurance-based planning strategies. By partnering with respected financial institu... tions, Capitas enhances client relationships and expands service capabilities. Their focus is on delivering creative solutions that meet the specific needs of their clients.Read More

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

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