Capitol Financial Solutions
Highly Engaged Employees
Highly Engaged EmployeesFinance · North Carolina, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
8816 Six Forks Rd Ste 301, Raleigh, Nort...Phone Number
(919) 546-0400Website
www.capfs.comRevenue
$41.5 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
2
About Capitol Financial Solutions
Capitol Financial Solutions does customized financial solutions based out of North Carolina. The services they offer are Wealth Management, Financial Planning, Business Succession Planning, Business Planning, Retirement Planning, Charitable Planning, Estate Planning Strategies, Insurance and Risk Management, and Employee Benefits.Explore more
Capitol Financial Solutions Org Chart
ML
Operations Support Specialist
CP
Executive Assistant and Office Man
BD
Executive Assistant
TM
Support Advisor
SF
Administrative Assistant
SM
Administrative Assistant
DH
Certified Financial Planner & Accredited Esta...
MB
Administrative Assistant
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Capitol Financial Solutions your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Capitol Financial Solutions has recently received funding, and reach out quickly before it becomes old news!
Click to see if Capitol Financial Solutions had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Capitol Financial Solutions has new funding data
Capitol Financial Solutions, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Capitol Financial Solutions recently announced quarterly report
Congratulate Masked Content for being promoted to Masked Content at Capitol Financial Solutions
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Capitol Financial Solutions launches new products
Check out if Capitol Financial Solutions is spiking on competitors!
Recommended Actions
Reach out to Masked Content who joined Capitol Financial Solutions as Masked Content
Find 2 more new buyers
Compare Similar Companies to Capitol Financial Solutions
Compare insights from companies similar to Capitol Financial Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Capitol Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Capitol Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capitol Financial Solutions.
Capitol Financial Solutions financials insights
Gather financial insights about Capitol Financial Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Capitol Financial Solutions Tech Stack
A closer look at the technologies used by Capitol Financial Solutions
Most Recent Scoops
Project
, according to a front-line source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to forecasting within the next six to nine months. Capitol Financial Solutions is considering the use of a contingent workforce to support these efforts.
Request for Proposal (RFP), Contingent Workforce, Financial Planning, Forecasting, Finance, Financial Strategy
Project
, according to a front-line source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to corporate performance management (CPM) software within the next three months. Capitol Financial Solutions is currently evaluating Anaplan, SAP Analytics Cloud and Vena Solutions. The organization will be increasing investments and is expected to use a contingent workforce to support these efforts. Capitol Financial Solutions is focused on increased integration across diverse teams and offices.
Cloud, Integration, Spending/Investment, Request for Proposal (RFP), Analytics & Insights, Contingent Workforce, Financial Planning, Software, Workforce Management, Corporate Strategy, Finance, Financial Strategy, HR Operations, Organizational Development
Project
, according to a front-line source in Financial Planning, has completed initiatives related to financial data compliance within the last nine months.
Data Management, Data Science, Financial Planning, Compliance, Finance, Financial Strategy
Project
, according to a front-line source in Financial Planning, is planning to release a request for proposal (RFP) for initiatives related to financial processes automation within the next three to six months.
Request for Proposal (RFP), Automation, Financial Planning, Financial Systems, Finance, Financial Strategy
Pain Point
Project
Pain Point, Financial Planning, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Capitol Financial Solutions News & Media
Signator Investors, Inc. names BPG Wealth Management Practice of the Year
BOSTON, Feb. 9, 2018 /PRNewswire/ -- BPG Wealth Management, of Clackamas, OR, led by Jeffrey Owens, AIF®, Alice Tang, ChFC®, and Jonathan Owens, CFP®, AIF®, was named 2017 Practice of the Year by Signator Investors, Inc. This national competition recognizes and rewards excellence in busine...
Read more news
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Capitol Financial Solutions
Sign Up For FreeTo access detailed company insights
Capitol Financial Solutions does customized financial solutions based out of North Carolina. The services they offer are Wealth Management, Financial Planning, Business Succession Planning, Business Planning, Retirement Planning, Charitable Planning, Estate Planning Strategies, Insurance and Risk Management, and Employee Benefits.... Read More
