Find prospects like CAPATA Financial
Get a list of similar companies, matched by industry, size and location, ready for outreach.
Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.
Products & Services
About CAPATA Financial
CAPATA Financial is listed as a company classified under Portfolio Management and Investment Advice, based in Newport Beach, California, United States, operating in Financial Services, employing 11-20 people and reporting $1M-$5M in annual revenue.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). CAPATA Financial is one of 455,764 Financial companies listed in California.
Business Contact Information
- Website
- capatafinancial.com
- Address
- 5000 Birch St, Newport Beach, California, 92660, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 18 (11-20)
- Annual Revenue
- $3.2M ($1M-$5M)
CAPATA Financial: frequently asked questions
What does CAPATA Financial do?
CAPATA Financial is listed as a company classified under Portfolio Management and Investment Advice, based in Newport Beach, California, United States, operating in Financial Services, employing 11-20 people and reporting $1M-$5M in annual revenue.
Where is CAPATA Financial located?
CAPATA Financial is headquartered at 5000 Birch St, Newport Beach, California, 92660, United States.
How many employees does CAPATA Financial have?
CAPATA Financial has about 18 employees (the 11-20 range).
What is CAPATA Financial's annual revenue?
CAPATA Financial's annual revenue is estimated at $3.2M (the $1M-$5M range).
What industry is CAPATA Financial in?
CAPATA Financial is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact CAPATA Financial?
Its website is capatafinancial.com.
Largest companies in California
Largest financial companies
Manufacturing sales in California, 2026
In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.
Own this business?
Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.
Prefer email? privacy@facturmfg.com
Add this badge to your website — show visitors you're listed on Factur Data.