Capitas Financial logo

Capitas Financial Employee Directory

Financial ServicesMinnesota, United States51-200 Employees

Capitas Financial is a financial services company based in Minneapolis, Minnesota, founded in 2001 to establish strategic alliances with leading insurance carriers and financial institutions. It positions itself as a partner for financial advisors, delivering insurance solutions for investment, tax, retirement, estate, business, and financial life planning needs. The firm offers life, disability, and long-term care insurance products, supported by technology, marketing capabilities, and dedicated local sales management teams. Capitas operates local Point of Sale teams with roles such as Case Designer, Internal Marketer, Case Manager, and Licensing and Appointment Professionals, and its Private Wealth Team provides expertise in wealth transfer and estate planning, business planning and executive benefits, high limit disability, underwriting, private placement, sports and entertainment, international capabilities, and premium finance. Securities offered through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer. Capitas Financial employs 51-200 people and is located at 200 Coon Rapids Boulevard Northwest, Minneapolis, Minnesota 55433, United States.

Find Capitas Financial employees' phone numbers or email addresses

Capitas Financial Global Highlights

Location
Employees

North America
284

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  • United States Of America
    284

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Capitas Financial's Leadership

  • Vice President Of Sales - Annuities at Capitas Financial
    B. D.
    Vice President Of Sales - Annuities
  • Vice President Of Operations at Capitas Financial
    A. N.
    Vice President Of Operations
  • Vice President National Accounts at Capitas Financial
    J. S.
    Vice President National Accounts
  • Vice President And Business Development at Capitas Financial
    K. O.
    Vice President And Business Development
  • Vice President Life Settlements Woodland Hills at Capitas Financial
    S. F.
    Vice President Life Settlements Woodland Hills
  • Vice President Life Settlements Woodland Hills at Capitas Financial
    S. F.
    Vice President Life Settlements Woodland Hills
  • President at Capitas Financial
    B. B.
    President
  • President at Capitas Financial
    J. H.
    President

Capitas Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Sales
  • Business Development
  • Business
  • Other
  • Community & Social Services

Contact profiles from Capitas Financial

Name
Title
Contact
Location
Last Update
  • President at Capitas Financial
    B. B.
    President
    Oct 16, 2024
  • President at Capitas Financial
    J. H.
    President
    Jun 21, 2025
  • Founding Partner at Capitas Financial
    M. B.
    Founding Partner
    Oct 16, 2024
  • President General Agent at Capitas Financial
    R. L.
    President General Agent
    Oct 23, 2024
  • Owner at Capitas Financial
    S. V.
    Owner
    Oct 16, 2024
  • Vice President Of Sales - Annuities at Capitas Financial
    B. D.
    Vice President Of Sales - Annuities
    Aug 21, 2026
  • Vice President Of Operations at Capitas Financial
    A. N.
    Vice President Of Operations
    Aug 21, 2026
  • Sales Vice President At Capitas Financial at Capitas Financial
    A. J.
    Sales Vice President At Capitas Financial
    Aug 21, 2026
  • Vice President National Accounts at Capitas Financial
    J. S.
    Vice President National Accounts
    Oct 22, 2024
  • Vice President And Business Development at Capitas Financial
    K. O.
    Vice President And Business Development
    Oct 18, 2024

Frequently Asked Questions

What is Capitas Financial known for?

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Capitas Financial was founded in 2001 and operates in the Financial Services industry. You can contact Capitas Financial's main corporate office by phone at . Explore Capitas Financial's company overview page for more information.

What is Capitas Financial's most common email format?

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Capitas Financial employees' email format typically follows the pattern of First.Last@capitasfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Capitas Financial email formats with LeadIQ.

How many employees does Capitas Financial have currently?

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Capitas Financial has approximately 186 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Capitas Financial's key employees and leadership?

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As of August 2026, Capitas Financial's key employees include:

  • Vice President Of Sales - Annuities: B. D.
  • Vice President Of Operations: A. N.
  • Vice President National Accounts: J. S.
  • Vice President And Business Development: K. O.
  • Vice President Life Settlements Woodland Hills: S. F.

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