What departments does Capita Financial Network have?

Capita Financial Network has employees across 4 departments including Customer Success, Finance, Administrative, Operations.

What is the largest department at Capita Financial Network?

The largest department at Capita Financial Network is Customer Success with 1 employees.

Where are Capita Financial Network employees located globally?

Capita Financial Network has employees across 1 continents and 1 countries including United States Of America.

How has Capita Financial Network's team size changed over time?

Capita Financial Network's team has grown from approximately 56 to 63 employees based on available data.

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Capita Financial Network Employee Directory

Financial ServicesUtah, United States51-200 Employees

Capita Financial Network operates as a registered investment adviser in the financial services sector, offering financial planning and wealth management services. Headquartered in Draper, Utah, the firm is a midsize advisory practice serving clients seeking guidance on their financial planning and investment decisions. In November 2022, Proteus, LLC announced Capita Financial Network LLC as its preferred alternative investment platform. In 2018, Capita expanded its team by hiring Bart Wagstaff, who had previously worked as a financial advisor at Fidelity Investments.

Capita Financial Network Global Highlights

North America
72

United States Of America
72

Capita Financial Network's Leadership

Z. C.
President
Mobile Phone
Email
Z. C.
President
Mobile Phone
Email
D. L.
Relationship Manager
Mobile Phone
Email
W. S.
Manager Of Financial Services
Mobile Phone
Email
K. P.
Executive Assistant
Mobile Phone
Email
S. S.
Operations Team Member/Receptionist
Mobile Phone
Email

Capita Financial Network Employee Metrics

100%

50%

2026

2025

Banking
Business
Legal
Accounting
Finance
Other
Human Resources

Contact profiles from Capita Financial Network

Name

Title

Contact Info

Location

Last Update

Z. C.
President
Mobile Phone
Email
Jun 25, 2026
Z. C.
President
Mobile Phone
Email
Oct 16, 2024
D. L.
Relationship Manager
Mobile Phone
Email
Oct 25, 2025
W. S.
Manager Of Financial Services
Mobile Phone
Email
Jun 28, 2026
K. P.
Executive Assistant
Mobile Phone
Email
Oct 21, 2024
S. S.
Operations Team Member/Receptionist
Mobile Phone
Email
May 01, 2024

Frequently Asked Questions

What is Capita Financial Network known for?

Capita Financial Network was founded in 2008 operates in the Financial Services industry. Explore Capita Financial Network's company overview page for more information.

What is Capita Financial Network's most common email format?

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

How many employees does Capita Financial Network have currently?

Capita Financial Network has approximately 63 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Capita Financial Network's key employees and leadership?

As of July 2026, Capita Financial Network's key employees include:

President: Z. C.
President: Z. C.
Relationship Manager: D. L.
Manager Of Financial Services: W. S.
Executive Assistant: K. P.

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Capita Financial Network Employee Directory

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