Insights

Growth opportunity Mid‑sized insurance firm with annual revenue in the 50 to 100 million range and a small team suggests potential for scalable BPO, underwriting optimization, or risk analytics services tailored for cost efficiency and automation.

Tech stack fit Usage of analytics and performance tools such as Google Analytics, Hotjar, and Facebook Pixel indicates openness to digital marketing, user experience optimization, and data‑driven customer acquisition strategies that could be complemented with enhanced marketing technology solutions.

Strategic positioning Operates in a competitive insurance landscape with peers that are much larger; opportunity exists to present nimble, cost‑effective solutions (claims processing, policy administration, or niche product offerings) that appeal to mid‑market clients and potential partnerships.

Digital commerce readiness Presence of cart functionality and Bootstrap suggests interest in online customer journeys; potential to propose end‑to‑end insuretech platforms, e‑commerce integration, or digital quote and policy purchase enhancements.

Growth enablers Small team size alongside substantial revenue signals a need for scalable support in areas like regulatory compliance, analytics, and outsourced underwriting or back‑office services to sustain growth with quality control.

Similar companies to Capital Management Strategies

Capital Management Strategies Tech Stack

Capital Management Strategies uses 8 technology products and services including Hotjar, Amazon Web Services, Afternic, and more. Explore Capital Management Strategies's tech stack below.

  • Analytics
  • Cloud Hosting
  • Afternic
    E-commerce
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Nginx
    Web Servers

Capital Management Strategies's Email Address Formats

Capital Management Strategies uses at least 1 email format:
Capital Management Strategies Email FormatsExamplePercentage
First@cmsplanning.comJohn@cmsplanning.com
100%

Frequently Asked Questions

What is Capital Management Strategies's phone number?

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You can contact Capital Management Strategies'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 Management Strategies's official website and social media links?

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Capital Management Strategies's official website is cmsplanning.com and has social profiles on LinkedIn.

How much revenue does Capital Management Strategies generate?

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As of September 2026, Capital Management Strategies's annual revenue is estimated to be $50M - $100M.

What is Capital Management Strategies's SIC code and NAICS code?

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Capital Management Strategies's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Capital Management Strategies have currently?

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As of September 2026, Capital Management Strategies has approximately 7 employees across 1 continents, including North America. Key team members include Owner: D. C. and Wealth Advisor: L. B. Explore Capital Management Strategies's employee directory with LeadIQ.

What industry does Capital Management Strategies belong to?

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Capital Management Strategies operates in the Insurance industry.

What technology does Capital Management Strategies use?

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Capital Management Strategies's tech stack includes Hotjar, Amazon Web Services, Afternic, Font Awesome, Google Fonts API, jQuery, Google Analytics and Nginx.

What is Capital Management Strategies's email format?

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Capital Management Strategies's email format typically follows the pattern of First@cmsplanning.com. Find more Capital Management Strategies email formats with LeadIQ.
Capital Management Strategies logo

Capital Management Strategies

InsuranceMaryland, United States2-10 Employees

Capital Management Strategies is an insurance company headquartered in Rockville, Maryland. The firm operates within the insurance industry and is based at 11200 Rockville Pike, serving a local market from its Rockville, Maryland location. With a small team, the company appears to focus on providing insurance-related services to clients, though specific product lines are not detailed in the information provided.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
524 - Insurance Carriers and Related Activities
Employees
2-10

Section iconFunding & Financials

  • $50M - $100M

    Capital Management Strategies's revenue is estimated to be in the range of $50M - $100M

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