Insights

Acquisition Momentum Capital Point Financial Group was recently acquired by Allworth Financial Group for $19 billion, indicating a potential for strategic growth and integration opportunities that could be appealing for technology partnerships and service expansion.

Expansion Strategy The company has expanded its physical presence by opening a new office in Arlington Heights, Illinois, suggesting a focus on regional growth and increased client outreach that could benefit from targeted marketing and local service solutions.

Market Positioning With a revenue range of $1 million to $10 million and a boutique size of 11-50 employees, Capital Point Financial offers personalized financial advisory services, presenting an opportunity to offer scalable tech solutions and premium financial tools tailored for mid-sized firms.

Client Engagement Focus Their emphasis on comprehensive planning, wealth management, and a collaborative culture highlights an openness to digital tools that enhance client interaction and experience, creating opportunities for customer engagement platforms and CRM integrations.

Technology Stack The use of digital marketing platforms like LinkedIn Ads, Reddit Ads, YouTube, and analytics tools indicates a readiness to adopt advanced marketing automation and data-driven solutions to attract and retain high-net-worth clients.

Capital Point Financial Group, LTD Tech Stack

Capital Point Financial Group, LTD uses 8 technology products and services including LinkedIn Ads, Reddit Ads, Linkedin Insight Tag, and more. Explore Capital Point Financial Group, LTD's tech stack below.

  • LinkedIn Ads
    Advertising
  • Reddit Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • Open Graph
    Content Management System
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • 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
91%
First.L@lpl.comJohn.D@lpl.com
4%
F.Last@lpl.comJ.Doe@lpl.com
2%
FLast@lpl.comJDoe@lpl.com
1%
FirstLast@lpl.comJohnDoe@lpl.com
1%
Last.First@lpl.comDoe.John@lpl.com
1%
First.Last@capitalpointfinancial.comJohn.Doe@capitalpointfinancial.com
40%
FirstLast@capitalpointfinancial.comJohnDoe@capitalpointfinancial.com
10%
First.Last@capitalpointfinancial.comJohn.Doe@capitalpointfinancial.com
40%
FirstLast@capitalpointfinancial.comJohnDoe@capitalpointfinancial.com
10%

Frequently Asked Questions

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

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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?

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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?

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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?

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

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

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

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

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Capital Point Financial Group, LTD operates in the Financial Services industry.

What technology does Capital Point Financial Group, LTD use?

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Capital Point Financial Group, LTD's tech stack includes LinkedIn AdsReddit AdsLinkedin Insight TagOpen GraphMySQLoEmbedYouTubeX-Content-Type-Options.

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

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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?

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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

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