Insights

Acquisition Growth Opportunities The recent acquisition by Allworth Financial Group positions Capital Point Financial for expanded resources and broader service offerings, making it an ideal time to introduce advanced financial tools, integrated wealth management solutions, or collaborative investment platforms to support its growth and client retention strategies.

Expanding Presence With the opening of new offices in Arlington Heights, Capital Point Financial is increasing its local footprint within Illinois, representing an opportunity to offer location-based marketing solutions, community engagement programs, or customized financial seminars tailored to the regional client base.

Technology Adoption Utilizing digital advertising channels such as LinkedIn and Reddit alongside analytics tools like LinkedIn Insight Tag, the company demonstrates a focus on modern outreach. This presents sales prospects for innovative digital marketing services, CRM enhancements, or data analytics solutions to further boost their client acquisition efforts.

Client-Centric Services Capital Point Financial emphasizes personalized financial planning and wealth management for families and individuals, creating opportunities to promote advanced financial planning software, client engagement platforms, or educational content that enhances their high-touch, relational approach.

Market Position & Future Potential Operating within a competitive landscape alongside major players with sizable teams and assets under management, the firm offers potential for partnership in shared service models, enhanced compliance solutions, or strategic consultations aimed at scaling operations and differentiating their brand amidst industry giants.

Capital Point Financial Group, LTD Tech Stack

Capital Point Financial Group, LTD uses 8 technology products and services including Reddit Ads, Cloudflare Web Optimizations, Microsoft Clarity, and more. Explore Capital Point Financial Group, LTD's tech stack below.

  • Reddit Ads
    Advertising
  • Cloudflare Web Optimizations
    Analytics
  • Microsoft Clarity
    Analytics
  • RSS
    Content Management System
  • Osano
    Cookie Compliance
  • MySQL
    Database
  • YouTube
    Video Players
  • X-Content-Type-Options
    Web & Portal Technology

Capital Point Financial Group, LTD's Email Address Formats

Capital Point Financial Group, LTD uses at least 2 format(s):
Capital Point Financial Group, LTD Email FormatsExamplePercentage
First.Last@lpl.comJohn.Doe@lpl.com
93%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%
First.Last@capitalpointfinancial.comJohn.Doe@capitalpointfinancial.com
80%
FirstLast@capitalpointfinancial.comJohnDoe@capitalpointfinancial.com
20%

Frequently Asked Questions

Where is Capital Point Financial Group, LTD's headquarters located?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD's main headquarters is located at 4350 di Paolo Center Suite b Glenview, Illinois 60025 United States. The company has employees across 1 continents, including North America.

What is Capital Point Financial Group, LTD's phone number?

Minus sign iconPlus sign icon
You can contact Capital Point Financial Group, LTD'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 Point Financial Group, LTD's official website and social media links?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD's official website is capitalpointfinancial.com and has social profiles on LinkedIn.

What is Capital Point Financial Group, LTD's NAICS code?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Point Financial Group, LTD have currently?

Minus sign iconPlus sign icon
As of February 2026, Capital Point Financial Group, LTD has approximately 12 employees across 1 continents, including North America. Key team members include : D. L.: K. K.: M. H.. Explore Capital Point Financial Group, LTD's employee directory with LeadIQ.

What industry does Capital Point Financial Group, LTD belong to?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD operates in the Financial Services industry.

What technology does Capital Point Financial Group, LTD use?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD's tech stack includes Reddit AdsCloudflare Web OptimizationsMicrosoft ClarityRSSOsanoMySQLYouTubeX-Content-Type-Options.

What is Capital Point Financial Group, LTD's email format?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD's email format typically follows the pattern of First.Last@lpl.com. Find more Capital Point Financial Group, LTD email formats with LeadIQ.

When was Capital Point Financial Group, LTD founded?

Minus sign iconPlus sign icon
Capital Point Financial Group, LTD was founded in 2002.

Capital Point Financial Group, LTD

Financial ServicesIllinois, United States11-50 Employees

Do you know your retirement number?

Do you have a junk drawer mentality financially?

Are you the millionaire next door – or do you want to be?
 
Life likes to throw us curveballs – retirement, birth, death, job changes, divorce, and college, just to name a few. Perhaps it feels as if these life-changing events are cluttered in your junk drawer, unorganized and looming. 

What if you had a plan that nudged you to take the items out, dust them off and approach them head-on? What if this plan gave you full financial confidence, checked off each of your financial goals and set you on a success trajectory that exceeded your expectations?

Let’s make that vision a reality together.

Capital Point Financial Group, LTD is a planning and investment management organization that provides advice on the financial questions you may not think to ask. Our company commits to a bias toward “yes” and taking action to implement the best financial route for every client. We help families pursue their lifetime financial goals and eventual legacy, and what we do manifests into a collaborative and relational culture for both our employees and clients. 

Our services include Investment Management, Financial Planning, and Wealth Management.

If you’re ready to tackle your financial aspirations without hesitation or doubt, we welcome the opportunity to earn your trust and help you explore your life goals and challenges. Get in contact by calling 847-635-8435 or email john.selzer@lpl.com.​

Section iconCompany Overview

Headquarters
4350 di Paolo Center Suite b Glenview, Illinois 60025 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Capital Point Financial Group, LTD's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Capital Point Financial Group, LTD's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.