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

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

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.

Find The Smith Companies, Ltd., A Capitas® Financial Partner employees' phone numbers or email addresses

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

Location
Employees

North America
58

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  • United States Of America
    58

The Smith Companies, Ltd., A Capitas® Financial Partner's 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
  • 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

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

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

Contact profiles from The Smith Companies, Ltd., A Capitas® Financial Partner

Name
Title
Contact
Location
Last Update
  • Director Of Operations at The Smith Companies, Ltd., A Capitas® Financial Partner
    B. B.
    Director Of Operations
    Mobile Phone
    Oct 17, 2024
  • New Business Case Manager at The Smith Companies, Ltd., A Capitas® Financial Partner
    M. H.
    New Business Case Manager
    Mobile Phone
    Jun 27, 2026
  • Case Manager at The Smith Companies, Ltd., A Capitas® Financial Partner
    V. D.
    Case Manager
    Mobile Phone
    Oct 21, 2024
  • Plant Operator at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. B.
    Plant Operator
    Mobile Phone
    Apr 25, 2025
  • Maintenance at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. O.
    Maintenance
    Mobile Phone
    Apr 24, 2025
  • Maintenance at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. P.
    Maintenance
    Mobile Phone
    Apr 25, 2025
  • Machine Operator at The Smith Companies, Ltd., A Capitas® Financial Partner
    M. P.
    Machine Operator
    Mobile Phone
    Oct 17, 2024
  • Operator at The Smith Companies, Ltd., A Capitas® Financial Partner
    T. R.
    Operator
    Mobile Phone
    Apr 24, 2025
  • Employee at The Smith Companies, Ltd., A Capitas® Financial Partner
    J. F.
    Mobile Phone
    Oct 10, 2023
  • Employee at The Smith Companies, Ltd., A Capitas® Financial Partner
    M. M.
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is The Smith Companies, Ltd., A Capitas® Financial Partner known for?

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner was founded in 1985 and operates in the Financial Services industry. You can contact The Smith Companies, Ltd., A Capitas® Financial Partner's main corporate office by phone at
+1-603-205-****
. Explore The Smith Companies, Ltd., A Capitas® Financial Partner's company overview page for more information.

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

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner employees' email format typically follows the pattern of FirstLast@smithcompany.com. Trying to find reliable and up-to-date employee contact data? Find more The Smith Companies, Ltd., A Capitas® Financial Partner email formats with LeadIQ.

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

Minus sign iconPlus sign iconThe Smith Companies, Ltd., A Capitas® Financial Partner has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Smith Companies, Ltd., A Capitas® Financial Partner's key employees and leadership?

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As of August 2026, The Smith Companies, Ltd., A Capitas® Financial Partner's key employees include:

  • Director Of Operations: B. B.
  • New Business Case Manager: M. H.
  • Case Manager: V. D.
  • Plant Operator: J. B.
  • Maintenance: J. O.

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