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Insights

Niche Expertise The Smith Companies specializes in advanced planning and wealth conservation for insurance professionals, financial planners, and investment advisors, presenting a targeted cross-sell opportunity for partner firms seeking specialized estate and business planning services.

Wealth Advisory Synergy With a focus on integrating life insurance into comprehensive client solutions, there is potential to collaborate with financial planning and estate planning practices to bolster client outcomes and expand advisory revenue.

Tech Modernization Leveraging AWS, WordPress, analytics, and security tools, The Smith Companies demonstrates digital maturity that can be complemented with joint marketing, client experience enhancements, and scalable service delivery for growth-focused firms.

Growing Revenue Reported revenue of 50M–100M and a mid-market client base suggest opportunities to offer premium consulting, onboarding efficiency improvements, and outsourced advisory support to firms seeking to scale their wealth-management services.

Targeted Outreach The company’s size and professional focus align with outreach to mid-sized financial advisory networks and boutique consultancies, offering partnership models such as white-label services, referral programs, or co-branded seminars.

Similar companies to The Smith Companies, Ltd., A Capitas® Financial Partner

The Smith Companies, Ltd., A Capitas® Financial Partner Tech Stack

The Smith Companies, Ltd., A Capitas® Financial Partner uses 8 technology products and services including Amazon Web Services, RSS, WordPress, and more. Explore The Smith Companies, Ltd., A Capitas® Financial Partner's tech stack below.

The Smith Companies, Ltd., A Capitas® Financial Partner's Email Address Formats

The Smith Companies, Ltd., A Capitas® Financial Partner uses at least 4 email formats:
The Smith Companies, Ltd., A Capitas® Financial Partner Email FormatsExamplePercentage
FirstLast@smithcompany.comJohnDoe@smithcompany.com
57%
FLast@smithcompany.comJDoe@smithcompany.com
34%
First.Last@smithcompany.comJohn.Doe@smithcompany.com
6%
FirLast@smithcompany.comJohDoe@smithcompany.com
3%

Frequently Asked Questions

What is The Smith Companies, Ltd., A Capitas® Financial Partner's phone number?

Minus sign iconPlus sign icon You can contact The Smith Companies, Ltd., A Capitas® Financial Partner's main corporate office by phone at
+1-603-205-****
. 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 The Smith Companies, Ltd., A Capitas® Financial Partner's official website and social media links?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner's official website is smithcompany.com and has social profiles on LinkedIn.

How much revenue does The Smith Companies, Ltd., A Capitas® Financial Partner generate?

Minus sign iconPlus sign icon As of August 2026, The Smith Companies, Ltd., A Capitas® Financial Partner's annual revenue is estimated to be $50M - $100M.

What is The Smith Companies, Ltd., A Capitas® Financial Partner's SIC code and NAICS code?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does The Smith Companies, Ltd., A Capitas® Financial Partner have currently?

Minus sign iconPlus sign iconAs of August 2026, The Smith Companies, Ltd., A Capitas® Financial Partner has approximately 16 employees across 1 continents, including North America. Key team members include Director Of Operations: B. B., New Business Case Manager: M. H. and Case Manager: V. D. Explore The Smith Companies, Ltd., A Capitas® Financial Partner's employee directory with LeadIQ.

What industry does The Smith Companies, Ltd., A Capitas® Financial Partner belong to?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner operates in the Financial Services industry.

What technology does The Smith Companies, Ltd., A Capitas® Financial Partner use?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner's tech stack includes Amazon Web Services, RSS, WordPress, MySQL, Barracuda Email Protection, Google Fonts API, Backbone.js and KnowBe4.

What is The Smith Companies, Ltd., A Capitas® Financial Partner's email format?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner's email format typically follows the pattern of FirstLast@smithcompany.com. Find more The Smith Companies, Ltd., A Capitas® Financial Partner email formats with LeadIQ.

When was The Smith Companies, Ltd., A Capitas® Financial Partner founded?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner was founded in 1985.
The Smith Companies, Ltd., A Capitas® Financial Partner logo

The Smith Companies, Ltd., A Capitas® Financial Partner

Financial ServicesMassachusetts, United States11-50 Employees

The Smith Companies, Ltd. is a financial services firm based in Boston, Massachusetts, with a focus on advanced planning and wealth conservation. The organization supports insurance professionals, financial planners, and other investment advisors by helping them integrate life insurance into clients’ estate, business, or financial plan designs, leveraging a team that includes attorneys, finance professionals, and business specialists who bring a multidisciplinary perspective to planning. Its services are positioned to assist advisers in addressing complex planning needs and aligning insurance solutions with broader financial strategies for clients. The company has a long-standing presence, with more than three decades of experience in its field, and operates from its office in Boston. The current footprint appears to be a mid-sized professional services group serving the financial sector in the United States.

Section iconCompany Overview

Phone number
+1-603-205-****
Website
smithcompany.com
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1985
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    The Smith Companies, Ltd., A Capitas® Financial Partner's revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Director Of Operations at The Smith Companies, Ltd., A Capitas® Financial Partner
    B. B.
    Director Of Operations
    Mobile Phone
  • New Business Case Manager at The Smith Companies, Ltd., A Capitas® Financial Partner
    M. H.
    New Business Case Manager
    Mobile Phone
  • Case Manager at The Smith Companies, Ltd., A Capitas® Financial Partner
    V. D.
    Case Manager
    Mobile Phone
  • Plant Operator at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. B.
    Plant Operator
    Mobile Phone
  • Maintenance at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. O.
    Maintenance
    Mobile Phone

Employee Directory

  • Maintenance at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. P.
    Maintenance
    Mobile Phone
  • Machine Operator at The Smith Companies, Ltd., A Capitas® Financial Partner
    M. P.
    Machine Operator
    Mobile Phone
  • Operator at The Smith Companies, Ltd., A Capitas® Financial Partner
    T. R.
    Operator
    Mobile Phone
  • Employee at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. F.
    Mobile Phone
  • Employee at The Smith Companies, Ltd., A Capitas® Financial Partner
    M. M.
    Mobile Phone

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