Capital Advantage, Inc.
Capital Advantage, Inc.

Capital Advantage, Inc. Information

Contact top employees from Capital Advantage, Inc.

Summary

Capital Advantage, Inc. is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Lafayette, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Capital Advantage, Inc. varies between 5.0M and 25M. To connect with Capital Advantage, Inc. employee register on SignalHire.

Organization Website

capitaladvantage.com

Phone Number

925-299-1500

Industries

Headquarters Location

1855 Olympic Blvd, Walnut Creek, California, 94596 US

Employees Size

10-50 employees

Specialties

Investment Management, Retirement Planning, Financial Planning, Charitable Giving Planning

SIC Code

6282, 6199

DMA Code

San Francisco Bay Area

Founded

1982

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2017Privately
Held
25 - 100 23.5M $0
1992- 25 - 100 14.1M $0
1990- 1-10 - $-

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at Capital Advantage, Inc. shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years20% for 3–4 years12% for 5–7 years12% for 8–10 years44% have over 11 years of service at Capital Advantage, Inc.
Contact top employees from Capital Advantage, Inc.
Donna Zinman
Executive Vice President and Sr Financial Advisor
View
Arwa Hamdieh
Head of Legal & Compliance
View
Jennifer Walsh
Chief Human Resource and Operations Manager
View
Brian Wang
Portfolio Manager
View
Pierce Hanna
Client Services Associate
View
Eugenia Churchill
Senior Service Advisor
View
Dawnalizabeth Henke
Principal, Chief Compliance & Operating Officer
View
Ian Castille
Senior Financial Advisor
View
Ian Burkhard
Financial Advisor
View
Donna Zinman
EVP, Principal & Senior Financial Advisor
View
Amy Montano
Office Manager/Sr Administrative Assistant
View
Matthew McCrae
Investment Operations
View
Manasa
Operations Associate
View
Colin Taylor
Director of Investment Management, Principal
View
Anna Langford
Service Advisor
View
Luke Freeman
Client Services Associate
View

FAQ

Capital Advantage, Inc. operates in the Finance industries. More details can be found on the official website: capitaladvantage.com.
The headquarters of Capital Advantage, Inc. are located in Walnut Creek, United States.
You can contact Capital Advantage, Inc. by phone at 925-299-1500.
Capital Advantage, Inc. currently employs 10-50 people.
Capital Advantage, Inc.'s revenue is approximately 16.4M.
Well-known competitors of Capital Advantage, Inc. include First MainStreet Insurance, VSM Wealth Advisory, LLC and Shoker Investments.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP