Insights

Strategic Acquisition Capstone Group has joined The Baldwin Group, signaling a shift in capabilities, resources, and potential cross-sell opportunities with Baldwin’s client base and network.

Growth Engine Revenue range indicates a mid-market insurance firm with room to scale; target customers may include mid-sized businesses seeking enhanced risk management, benefits solutions, and expanded coverage.

Talent Expansion Recent hires and leadership promotions in employee benefits consulting and commercial insurance suggest ongoing investment in advisory depth, enabling higher-touch benefits and risk services to attract larger clients.

Strategic Partnerships Past collaboration with the Delaware Valley Family Business Center shows a proclivity for alliance-building that can be leveraged to access family-owned and closely held business markets.

Tech-Enabled Growth Use of platforms like HubSpot, AWS, and RSS signals a modern, data-driven approach to client acquisition and service delivery; emphasize premium digital engagement and scalable solutions to prospective clients.

Similar companies to Capstone Group

Capstone Group Tech Stack

Capstone Group uses 8 technology products and services including UserWay, HubSpot Analytics, Amazon Web Services, and more. Explore Capstone Group's tech stack below.

Capstone Group's Email Address Formats

Capstone Group uses at least 5 email formats:
Capstone Group Email FormatsExamplePercentage
FLast@capstoneinsgroup.comJDoe@capstoneinsgroup.com
70%
First@capstoneinsgroup.comJohn@capstoneinsgroup.com
18%
Last@capstoneinsgroup.comDoe@capstoneinsgroup.com
7%
LastF@capstoneinsgroup.comDoeJ@capstoneinsgroup.com
5%
FLast@capstonegrp.comJDoe@capstonegrp.com
100%

Frequently Asked Questions

What is Capstone Group's phone number?

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You can contact Capstone Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capstone Group's official website and social media links?

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Capstone Group's official website is capstonegrp.com and has social profiles on LinkedIn.

How much revenue does Capstone Group generate?

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As of August 2026, Capstone Group's annual revenue is estimated to be $100M - $250M.

What is Capstone Group's SIC code and NAICS code?

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Capstone Group's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Capstone Group have currently?

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As of August 2026, Capstone Group has approximately 53 employees across 3 continents, including North America, Africa and Europe. Key team members include Partner, Executive Vice President: J. F., Managing Partner: P. M. and Operations Manager: M. F. Explore Capstone Group's employee directory with LeadIQ.

What industry does Capstone Group belong to?

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Capstone Group operates in the Insurance industry.

What technology does Capstone Group use?

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Capstone Group's tech stack includes UserWay, HubSpot Analytics, Amazon Web Services, Squarespace, Squarespace Commerce, Mimecast Secure Email Gateway, Office 365 and KnowBe4.

What is Capstone Group's email format?

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Capstone Group's email format typically follows the pattern of FLast@capstoneinsgroup.com. Find more Capstone Group email formats with LeadIQ.

When was Capstone Group founded?

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Capstone Group was founded in 2013.
Capstone Group logo

Capstone Group

InsurancePennsylvania, United States51-200 Employees

Capstone Group is an insurance brokerage based in Lower Gwynedd, Pennsylvania. It delivers commercial insurance coverage and employee benefits consulting, with a focus on tailored service for clients and their employees. The organization emphasizes a people-centered philosophy and a community-minded approach to support clients through uncertain times.

In January 2026, Capstone Group became part of The Baldwin Group, aligning with Baldwin Risk Partners as a national brokerage recognized as a top-15 firm. The move is intended to provide greater resources and opportunities while preserving Capstone’s personalized client service. The firm also has a history of leadership development and collaborations, including a 2022 appointment of a Director of Commercial Insurance and a 2022 partnership with the Delaware Valley Family Business Center.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2013
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Capstone Group's revenue is estimated to be in the range of $100M - $250M

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