Insights

Financial Education Demand Capital Choice emphasizes financial education and wellness, indicating a potential upsell opportunity for education-centric programs, client workshops, and digital learning platforms that strengthen client engagement and lead generation.

Holistic Wellness The holistic approach to protecting assets, eliminating debt, and investing suggests cross-selling of insurance, investment products, and debt-management services to existing and prospective clients seeking comprehensive financial planning.

Midmarket Scale With 201-500 employees and revenue in the 100M-250M range, Capital Choice sits between traditional advisory firms and large incumbents, presenting a ripe segment for mid-market technology integrations, white-label platforms, and scalable CRM/automation solutions.

Tech Driven A mix of e-commerce and fintech tools (WordPress, Shopify, SendGrid, etc.) indicates openness to modern marketing automation, client onboarding optimization, and secure digital communication enhancements to improve conversions and retention.

Growth Potential Recent education initiatives and a strong revenue base imply opportunities to expand advisor training, client onboarding accelerators, and data analytics capabilities to drive personalized financial plans and higher lifetime value.

Similar companies to Capital Choice Financial Group

Capital Choice Financial Group Tech Stack

Capital Choice Financial Group uses 8 technology products and services including WordPress, Shopify, SendGrid, and more. Explore Capital Choice Financial Group's tech stack below.

  • Content Management System
  • E-commerce
  • Email Delivery
  • Twemoji
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • SWFObject
    Miscellaneous
  • Gravity Forms
    Web Platform Extensions

Capital Choice Financial Group's Email Address Formats

Capital Choice Financial Group uses at least 4 email formats:
Capital Choice Financial Group Email FormatsExamplePercentage
FLast@capitalchoice.comJDoe@capitalchoice.com
85%
F_Last@capitalchoice.comJ_Doe@capitalchoice.com
11%
Last@capitalchoice.comDoe@capitalchoice.com
3%
F.Last@capitalchoice.comJ.Doe@capitalchoice.com
1%

Frequently Asked Questions

What is Capital Choice Financial Group's phone number?

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You can contact Capital Choice Financial 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 Capital Choice Financial Group's official website and social media links?

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Capital Choice Financial Group's official website is capitalchoice.com and has social profiles on LinkedIn.

How much revenue does Capital Choice Financial Group generate?

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As of September 2026, Capital Choice Financial Group's annual revenue is estimated to be $100M - $250M.

What is Capital Choice Financial Group's NAICS code?

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Capital Choice Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Choice Financial Group have currently?

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As of September 2026, Capital Choice Financial Group has approximately 215 employees across 3 continents, including North America, Europe and Asia. Key team members include Ceo/Vp Of Business Development: J. W., Coo - Georgia Pines Division: S. R. and Chief Financial Officer: M. G. Explore Capital Choice Financial Group's employee directory with LeadIQ.

What industry does Capital Choice Financial Group belong to?

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Capital Choice Financial Group operates in the Financial Services industry.

What technology does Capital Choice Financial Group use?

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Capital Choice Financial Group's tech stack includes WordPress, Shopify, SendGrid, Twemoji, Modernizr, Really Simple Discovery, SWFObject and Gravity Forms.

What is Capital Choice Financial Group's email format?

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Capital Choice Financial Group's email format typically follows the pattern of FLast@capitalchoice.com. Find more Capital Choice Financial Group email formats with LeadIQ.

When was Capital Choice Financial Group founded?

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Capital Choice Financial Group was founded in 1996.
Capital Choice Financial Group logo

Capital Choice Financial Group

Financial ServicesGeorgia, United States201-500 Employees

Capital Choice Financial Group operates in the financial services sector with a focus on holistic financial wellness. It helps clients protect assets and income, reduce debt, and prepare for future investing, supported by access to a range of insurance and investment options. The firm emphasizes turning education and resources into an actionable plan that clients can implement to pursue greater financial independence. Its approach is intended to support ongoing improvement in clients' financial health over time.

It is based in Greensboro, Georgia, and positions itself as a mid-sized American financial services provider. The company serves individuals seeking structured guidance and educational resources to address financial challenges and goals. In 2020, Capital Choice announced the launch of a complimentary financial education seminar as part of its outreach. The organization focuses on enabling clients to take control of their financial future through protective strategies, planning, and accessible guidance.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
201-500

Section iconFunding & Financials

  • $100M - $250M

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

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