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BankDirect Capital Finance's Overview

Total employees165
HeadquartersLake Forest
Founded2000

BankDirect Capital Finance, a division of Truist Bank, is a prominent provider of insurance premium financing solutions for commercial and personal lines of property and casualty insurance. They partner with insurance agencies and brokers to offer flexible payment options to their clients, helping businesses and individuals manage their insurance costs effectively. Their services aim to streamline the financing process through technology and dedicated customer support, making premium financing accessible and straightforward.

Where is BankDirect Capital Finance's Headquarters?

HQ Function

Serves as the primary operational and administrative center for BankDirect Capital Finance's nationwide insurance premium financing services, including underwriting, customer service, and business development.

Notable Features:

The headquarters is situated in a modern office park, likely offering contemporary office amenities designed for efficient financial operations and client support.

Work Culture:

The work culture is likely professional, results-oriented, and focused on client satisfaction, emphasizing expertise in financial services and insurance markets. As part of Truist, it would also align with broader corporate values of integrity and teamwork.

HQ Significance:

The Lake Forest headquarters is central to BankDirect's strategic planning, operational execution, and management of its extensive network of insurance agency partners across the United States.

Values Reflected in HQ: The headquarters likely reflects values of professionalism, efficiency, stability, and a commitment to serving the insurance industry.

Location:

BankDirect Capital Finance primarily operates and serves clients within the United States. While its parent company, Truist, has a broader presence, BankDirect Capital Finance's specialized insurance premium financing services are focused on the U.S. market, supporting insurance agencies and their customers nationwide.

Street Address:

100 S. Saunders Road, Suite 150

City:

Lake Forest

State/Province:

Illinois

Country:

USA

BankDirect Capital Finance's Global Presence

Buying Intent Signals for BankDirect Capital Finance

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of BankDirect Capital Finance

As of April 2025, BankDirect Capital Finance' leadership includes:

W. Fielding Miller - President
Mark Kaufman - National Sales Director
Jennifer Prizzia - Chief Financial Officer
John Kellington - Chief Information Officer / Chief Technology Officer

Investors of BankDirect Capital Finance

BankDirect Capital Finance has been backed by several prominent investors over the years, including:

Truist Financial Corporation (Parent Company)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

No high-profile executive hires or exits have been publicly announced for BankDirect Capital Finance's top leadership in the last 12 months. The leadership team appears stable. Changes, if any, are typically internal or not widely publicized for a division of this nature.

Technology (Tech Stack) used by BankDirect Capital Finance

Discover the tools BankDirect Capital Finance uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

BankDirect Capital Finance Email Formats and Examples

BankDirect Capital Finance likely uses email formats common within Truist or standard corporate structures. The most probable format involves the first initial and last name, or first name separated by a dot from the last name.

[first_initial][last]@bankdirectcapital.com

Format

jsmith@bankdirectcapital.com

Example

80%

Success rate

News and media

Coverager2023-08-01

BankDirect Capital Finance selects Origami Risk platform

BankDirect Capital Finance announced it has selected Origami Risk’s multi-tenant core solution suite for policy administration, billing, and claims....more

PR Newswire2022-02-15

Vertafore Announces New Premium Finance Integration with BankDirect Capital Finance, a division of Truist Bank

Vertafore announced an API-based integration of its Vertafore GPM solution with BankDirect Capital Finance. This integration allows independent agents, MGAs, and program administrators to access financing options from BankDirect Capital Finance directly within their Vertafore GPM workflow....more

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