Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals. Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team. The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. Website: www.capitasfinancial.com Locations: www.capitasfinancial.com/locations Career Opportunities: www.capitasfinancial.com/careers Contact Us: www.capitasfinancial.com/contact-us Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.
View Top Employees from Capitas FinancialWebsite | http://www.capitasfinancial.com |
Revenue | $355 million |
Employees | 182 (148 on RocketReach) |
Founded | 2001 |
Address | 200 Coon Rapids Blvd NW, Minneapolis, Minnesota 55433, US |
Phone | (630) 725-0000 |
Fax | (952) 746-8059 |
Technologies |
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Industry | Financial Services, Insurance, Insurance Planning, Annuities, Long Term Care, Disability Insurance, Wealth Transfer, Estate Planning, Retirement Planning, Business Succession, Executive Compensation, Life Settlements |
Web Rank | 2 Million |
Keywords | Financial Planning, Life Insurance, Estate Planning, Tax Planning, Wealth Management Products, Financial Advisory, Retirement Planning |
Competitors | ARC Excess & Surplus, LLC, AccuQuote, Capital Investment Companies, MJ Kelly Company, eFinancial |
SIC | SIC Code 641 Companies, SIC Code 64 Companies |
NAICS | NAICS Code 5242 Companies, NAICS Code 524 Companies, NAICS Code 5241 Companies, NAICS Code 52 Companies |
Looking for a particular Capitas Financial employee's phone or email?
The Capitas Financial annual revenue was $355 million in 2024.
Steve Dzubay is the President of Capitas Financial.
148 people are employed at Capitas Financial.
Capitas Financial is based in Minneapolis, Minnesota.
The NAICS codes for Capitas Financial are [5242, 524, 5241, 52].
The SIC codes for Capitas Financial are [641, 64].