HR Execs on the Move

Capital Planners

www.capitalplanners.com

 
Capital Planners is a Beachwood, OH-based company in the Financial Services sector.
  • Number of Employees: 250-1000
  • Annual Revenue: $100-250 Million

Executives

Name Title Contact Details

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ZipBonds

The vision for ZipBonds.com was initially started when founders Ryan Swalve and Zach Mefferd found the process of helping their clients place surety to be overly complicated. The frustration of not being able to incorporate technology they had used in other insurance focused projects left them thinking ‘there has to be a better way. Fast forward a couple years, and that better way is the impetus of everything we do at ZipBonds. Our team constantly focuses on ways to improve the process for both the clients as well as the agents we serve. Our team is made up people who have experience all sides of the surety. We created our platform while considering surety from the company side, the agency/retail side, as well as those who simply needed a bond. Having everyone`s point of view on how to improve the process while at the same time integration the most modern technology is what really sets us apart.