Insights

Growing Clientele Prime Capital Financial's focus on personalized, goal-based planning indicates a strong potential for expanding its high net worth client base and increasing asset management services, presenting opportunities for premium financial technology solutions.

Strategic Acquisitions Recent acquisition of Hartman Wanzor McNamara LLP and launch of Prime Capital Tax Advisory demonstrate expansion efforts in tax and advisory services, creating a demand for integrated financial planning and advanced analytics tools.

Leadership Expansion Hiring of prominent fiduciary and ERISA strategy experts like Fred Reish and addition of key executive roles such as the CHRO suggest a focus on strengthening compliance and employee engagement, opening avenues for HR and compliance technology solutions.

Digital Marketing Tools Implementation of tools like Google Tag Manager and Facebook marketing platforms indicates a strong digital outreach strategy, hinting at opportunities to offer marketing automation and customer engagement platforms to enhance client acquisition.

Prime Capital Financial Tech Stack

Prime Capital Financial uses 8 technology products and services including Sage Intacct, CompTIA A+, Prismic, and more. Explore Prime Capital Financial's tech stack below.

  • Sage Intacct
    Accounting
  • CompTIA A+
    Certificates
  • Prismic
    Content Management System
  • MySQL
    Database
  • Auxilia
    Payment Processing
  • Node.js
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Facebook
    Widgets

Media & News

Prime Capital Financial's Email Address Formats

Prime Capital Financial uses at least 4 format(s):
Prime Capital Financial Email FormatsExamplePercentage
FLast@pciawealth.comJDoe@pciawealth.com
97%
Last@pciawealth.comDoe@pciawealth.com
2%
First@pciawealth.comJohn@pciawealth.com
1%
FLast@lawingfinancial.comJDoe@lawingfinancial.com
97%
Last@lawingfinancial.comDoe@lawingfinancial.com
3%
FLast@primecap-ia.comJDoe@primecap-ia.com
90%
First.Last@primecap-ia.comJohn.Doe@primecap-ia.com
10%
FirstL@primefinancial.comJohnD@primefinancial.com
100%

Frequently Asked Questions

Where is Prime Capital Financial's headquarters located?

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Prime Capital Financial's main headquarters is located at 6201 College Boulevard Suite #150 Suite #150 Overland Park, Kansas United States. The company has employees across 6 continents, including North AmericaAsiaEurope.

What is Prime Capital Financial's phone number?

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

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Prime Capital Financial's official website is primefinancial.com and has social profiles on LinkedIn.

What is Prime Capital Financial's NAICS code?

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

How many employees does Prime Capital Financial have currently?

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As of June 2026, Prime Capital Financial has approximately 349 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: G. A. S.Ceo: D. P.Chief Marketing Officer: T. M.. Explore Prime Capital Financial's employee directory with LeadIQ.

What industry does Prime Capital Financial belong to?

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Prime Capital Financial operates in the Financial Services industry.

What technology does Prime Capital Financial use?

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Prime Capital Financial's tech stack includes Sage IntacctCompTIA A+PrismicMySQLAuxiliaNode.jsGoogle Tag ManagerFacebook.

What is Prime Capital Financial's email format?

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

Prime Capital Financial

Financial ServicesKansas, United States201-500 Employees

Prime Capital Financial is a financial services firm that provides comprehensive financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high-net-worth individuals. The firm emphasizes a team-based, client-focused approach and pursues personalized service tailored to each client’s goals. Advisory products and services are delivered through Prime Capital Investment Advisors, LLC, a federally registered investment adviser, and the business operates under the Prime Capital Financial brand for wealth, retirement, and wellness services. Securities are offered by Private Client Services through registered representatives, with PCIA and Private Client Services described as separate entities that are not affiliated. Headquartered at 6201 College Boulevard, Suite 150, Overland Park, Kansas, the company states operations across the United States and employment of 201 to 500 people. Recent developments include expansion through hires and acquisitions, such as the addition of Amanda Salyer in 2026 and the acquisition of Hartman Wanzor McNamara LLP in Fort Worth, Texas.

Section iconCompany Overview

Headquarters
6201 College Boulevard Suite #150 Suite #150 Overland Park, Kansas United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    Prime Capital Financial's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Prime Capital Financial's revenue is estimated to be in the range of $250M$500M

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