Capitas Financial
Highly Engaged Employees
Highly Engaged EmployeesInsurance · Minnesota, United States · 201-500 Employees
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Overview
Headquarters
200 Coon Rapids Blvd NW Ste 300, Minneap...Phone Number
(877) 463-1234Website
www.capitasfinancial.comRevenue
$355.2 MillionIndustry
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
3
3
3
4
4
3
About Capitas Financial
Founded in 2001 and headquartered in Minneapolis, Minnesota, Capitas Financial is a company that provides insurance services and products.Explore more
Capitas Financial Org Chart
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Company Profile Activity
Activity Insights
Capitas Financial is experiencing very low activity levels compared to other companies in the Insurance sector.
What does this means?
Capitas Financial is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Capitas Financial.
Capitas Financial Tech Stack
A closer look at the technologies used by Capitas Financial
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Most Recent Scoops
Facilities Relocation / Expansion
Capitas Financial is planning to move offices in September 2025. The move will impact approximately 9 employees at the existing office located at 225 Friend St, Boston, MA.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Capitas Financial is planning to move offices in April 2024. The move will impact approximately 7 employees at the existing office located at 1401 S Brentwood Blvd, Suite # 500, St. Louis, MO.
Facilities Relocation/Expansion
Promotion
Executive Move
Capitas Financial has announced that Lisa Newman has been promoted to the role of Chief Operating Officer.
Project
An internal source has indicated that that the organization is interested in leveraging artificial intelligence (AI) to identify patterns in commission statements and forecasting efforts within the finance department.
Machine Learning, Forecasting
Facilities Relocation / Expansion
Capitas Financial News & Media
LTC Global Acquires Michael L. Fitzgerald Insurance Services, Inc.
FORT MYERS, Fla.--(BUSINESS WIRE)--LTC Global, Inc. announced today that it has acquired Michael L. Fitzgerald Insurance Services, Inc. (Fitzgerald Insurance Services), a Capitas Financial, Inc. partner agency headquartered in Walnut Creek, California. Michael Fitzgerald will continue to manage the business, which operates across Northern California. Fitzgerald Insurance Services joins other LTC Global group and Capitas Financial member agencies: Pacific Southwest Financial and Insurance ServicThe Blair Agency Joins LTC Global
FORT MYERS, Fla.--(BUSINESS WIRE)--LTC Global, Inc. announced today that it has acquired The Blair Agency, Inc., a Capitas Financial, Inc. member headquartered in St. Louis. Michael Blair will continue to manage The Blair Agency, which operates across the central United States. The Blair Agency, founded in 1972, joins other LTC Global group and Capitas Financial member agencies: Pacific Southwest Financial and Insurance Services, Inc., The Smith Companies, NorthCoast Brokerage Agency, Inc. andLTC Global Acquires Pittsburgh Brokerage Services
FORT MYERS, Fla.--(BUSINESS WIRE)--LTC Global, Inc. announced today that it has acquired Pittsburgh Brokerage Services, Inc. (PBS), a Capitas Financial, Inc. partner headquartered in Pittsburgh. PBS Founder, Thomas Hall, will continue to manage the business. PBS joins other Capitas Financial member agencies already a part of the LTC Global group: Pacific Southwest Financial and Insurance Services, Inc., Smith Companies and NorthCoast Brokerage Agency, Inc. Mr. Hall is one of the original foundiCapitas Financial, Inc. Selects Proformex
Leading-edge fintech partnership leverages competitive advantage with financial institution clients
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Frequently Asked Questions Regarding Capitas Financial
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Founded in 2001 and headquartered in Minneapolis, Minnesota, Capitas Financial is a company that provides insurance services and products.... Read More
