Capstone Partners Financial and Insurance Services Revenue and Competitors

Location

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Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Capstone Partners Financial and Insurance Services's estimated annual revenue is currently $42.7M per year.(i)
  • Capstone Partners Financial and Insurance Services's estimated revenue per employee is $231,000

Employee Data

  • Capstone Partners Financial and Insurance Services has 185 Employees.(i)
  • Capstone Partners Financial and Insurance Services grew their employee count by 8% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$42.7M1858%N/AN/A
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What Is Capstone Partners Financial and Insurance Services?

Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and overwhelming. Whether you are preparing for a milestone life event, retirement, the sale of a business, or simply looking to protect your financial future, Capstone Partners Financial and Insurance Services and our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance. At Capstone Partners Financial and Insurance Services, we work closely with you to understand your goals and to identify obstacles that may prevent you from reaching them. We then present you with manageable next steps and strategies so you can move past those obstacles and toward a more successful financial future. Co-Head Quartered in Newport Beach and Los Angeles, we have more than 100 financial professionals who provide customized financial solutions for thousands of clients. A particular area of focus for Capstone Partners is special needs planning. We help families develop life care plans, which can help make a difference in the quality of life for a loved one with special needs and all family members. ------ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. CRN201612-188416

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Total Funding

185

Number of Employees

$42.7M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Capstone Partners Financial and Insurance Services News

2022-04-17 - HUNTINGTON BANCSHARES INCORPORATED : REPORTS 2022 FIRST-QUARTER EARNINGS - Form 8-K

•Huntington Middle Market and Small Business Banking received 22 ... we announced a definitive agreement to acquire Capstone Partners,...

2022-03-22 - Huntington Adds Advisory Capabilities With Acquisition of ...

Keefe, Bruyette & Woods, A Stifel Company, served as financial advisor to Capstone Partners. About Huntington

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$31M1887%N/A
#2
$47.2M18913%N/A
#3
$28.2M197-4%N/A
#4
$59.1M199-3%N/A
#5
$63M2125%N/A