Capitas Financial

  • Financial Services
  • Minneapolis MN
  • 189 employees
  • Financial Services
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Company Overview

Headquarters
200 Coon Rapids Blvd NW, Minneapolis MN
Website
capitasfinancial.com
Phone
(877) 463-1234
Employees
189
Founded it
2001
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5242 Companies
NAICS Code 5241 Companies
NAICS Code 524 Companies
SIC Code
SIC Code 64 Companies
SIC Code 641 Companies
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Financials & Stats

Revenue

$355B

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Who is Capitas Financial

Capitas Financial is a company based in Minneapolis, Minnesota, with 189 employees and an annual revenue of $355.2 million. Established in 2001, Capitas Financial specializes in providing insurance solutions to Financial Advisors. The company offers a comprehensive range of life, disability, and long-term care insurance products, tailored to meet the investment, tax, retirement, estate, business, and financial life planning needs of their clients. Capitas Financial prides itself on its unique planning process and sophisticated technology, combined with cutting-edge marketing capabilities. Capitas Financial distinguishes itself through its dedicated sales management teams, a team of experts known as the "Private Wealth Team" who provide specialized knowledge in areas such as Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, and High Limit Disability, and a robust support network for its local Points of Sale. For more information or to contact Capitas Financial, please visit their website at www.capitasfinancial.com.

Company Leadership

Capitas Financial Industry Tags

Insurance Planning
Annuities
Long Term Care
Disability Insurance
Wealth Transfer
Estate Planning
Retirement Planning
Business Succession
Executive Compensation
Life Settlements
Financial Services
Financial Advisory Services
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Capitas Financial Tech Stack

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Google Analytics
reCAPTCHA
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348M 1,278 Seattle, WA 1921
345M 281 San Diego, CA 1997
342M 26 Eau Claire, WI 1980
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FAQ

What is the location of Capitas Financial's headquarters?
The headquarters of Capitas Financial are situated at Minneapolis MN
What is Capitas Financial's phone number?
Capitas Financial's contact number is (877) 463-1234.
What is Capitas Financial's official website?
The official website of Capitas Financial can be found at capitasfinancial.com.
How many employees does Capitas Financial currently have?
Capitas Financial employs approximately 189+ people
Which industries is Capitas Financial primarily operating in?
Capitas Financial operates in the following industries: Finance, Credit
Who is the president and ceo of Capitas Financial?
Capitas Financial's president and ceo is Jim Ludwick
What are Capitas Financial's industry tags?
Capitas Financial's industry tags include: Insurance Planning, Annuities, Long Term Care
When was Capitas Financial founded?
Capitas Financial was founded in 2001.

Employee Directory

Key Employees

Richard Esterly

President

Jacob Yenko

Regional Sales Associate

David Corliss

Sales Vice President

Megan Glennon

Operations

Lisa Newman

Marketing Manager

Cameron Swanson

Wealth Planning Consultant