Capitas Financial Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

Capitas Financial is a financial services company based in Minneapolis, Minnesota, founded in 2001 to establish strategic alliances with leading insurance carriers and financial institutions. It positions itself as a partner for financial advisors, delivering insurance solutions for investment, tax, retirement, estate, business, and financial life planning needs. The firm offers life, disability, and long-term care insurance products, supported by technology, marketing capabilities, and dedicated local sales management teams. Capitas operates local Point of Sale teams with roles such as Case Designer, Internal Marketer, Case Manager, and Licensing and Appointment Professionals, and its Private Wealth Team provides expertise in wealth transfer and estate planning, business planning and executive benefits, high limit disability, underwriting, private placement, sports and entertainment, international capabilities, and premium finance. Securities offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer. Capitas Financial employs 51-200 people and is located at 200 Coon Rapids Boulevard Northwest, Minneapolis, Minnesota 55433, United States.

Find Capitas Financial employees' phone numbers or email addresses

Capitas Financial Global Highlights

Location
Employees

North America
265

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  • United States Of America
    265

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    5

Capitas Financial's Leadership

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    B. M.
    Chief Executive Officer
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  • Stylized image of a person
    R. W.
    Cfo
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    B. D.
    Vice President Of Sales - Annuities
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    A. N.
    Vice President Of Operations
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    M. L.
    Vice President Executive Benefits
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    D. V.
    Vice President And Sales Manager
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    J. S.
    Vice President National Accounts
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    R. P.
    Vice President Sales
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Capitas Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Sales
  • Business Development
  • Business
  • Other

Contact profiles from Capitas Financial

Name
Title
Contact Info
Location
Last Update
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    M. M.
    A Capitas Financial Partner
    Phone icon
    UNITED STATES
    Oct 16, 2024
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    M. B.
    Founding Partner
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    Oct 16, 2024
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    R. L.
    President General Agent
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    Oct 23, 2024
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    R. L.
    President
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    UNITED STATES
    Jun 27, 2024
  • Stylized image of a person
    R. W.
    Cfo
    Phone icon
    UNITED STATES
    Nov 05, 2025
  • Stylized image of a person
    S. M.
    Partner
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    United States
    Oct 17, 2024
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    S. V.
    Owner
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    Oct 16, 2024
  • Stylized image of a person
    A. J.
    Sales Vice President
    Phone icon
    United StatesMassachusetts
    Jun 01, 2026
  • Stylized image of a person
    B. D.
    Vice President Of Sales - Annuities
    Phone icon
    Jun 01, 2026
  • Stylized image of a person
    B. T.
    Sales Vice President
    Phone icon
    United StatesMassachusetts
    Apr 23, 2026

Frequently Asked Questions

What is Capitas Financial known for?

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Capitas Financial was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 200 Coon Rapids Boulevard Northwest Minneapolis, Minnesota 55433 United States; you can contact the main corporate office by phone at . Explore Capitas Financial's company overview page for more information.

What is Capitas Financial's most common email format?

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Capitas Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capitas Financial email formats with LeadIQ.

How many employees does Capitas Financial have currently?

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Capitas Financial has approximately 188 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Capitas Financial's key employees and leadership?

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As of June 2026, Capitas Financial's key employees include:

  • Chief Executive Officer: B. M.
  • Cfo: R. W.
  • Vice President Of Sales - Annuities: B. D.
  • Vice President Of Operations: A. N.
  • Vice President Executive Benefits: M. L.

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