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Comprehensive Financial Services Under One Roof

Building wealth, security & financial success

From loans and insurance to investments, wealth management, digital payments, debt relief, and protection plans, Capital Debit Solutions delivers personalized financial solutions tailored to your goals.

Smart Planning
Client-Focused Service
Portfolio Value
$125,480.00
+8.7% This Year
S
Stock Funds
45%
$56,466
+6.2%
B
Bond Funds
30%
$37,644
+3.4%
R
Real Estate
25%
$31,370
+5.1%
Capital Debit Solutions financial planning
About Us

Helping you make smarter financial decisions.

At Capital Debit Solutions, we believe financial planning should be clear, accessible, and tailored to individual goals. Our platform is designed to help people understand their options, track progress, and build confidence in their financial journey through intuitive tools and reliable insights.

Goal-Focused Planning

Create financial strategies aligned with your personal objectives, whether you're saving, investing, or planning for future milestones.

Clear Financial Insights

Access straightforward analytics and reporting that help you understand your finances and make informed decisions.

Why Choose Us

Designed to make financial management.

Discover the key benefits that help individuals and businesses manage their finances with confidence.

📊

Smart Financial Insights

Access clear financial data, performance tracking, and actionable insights that support informed decision-making.

🎯

Goal-Oriented Approach

Tools and resources designed to help you stay focused on your financial objectives and long-term plans.

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Transparency

Clear information, straightforward reporting, and easy access to the details that matter most.

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Secure Platform

Built with modern security practices to help protect your information and provide peace of mind.

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Customer-Focused

We prioritize clarity, accessibility, and support to create a better financial experience for every user.

Our Services

Financial solutions designed for your goals.

Explore our range of services created to help individuals and businesses plan, manage, and optimize their financial future.

🏠

Home Loans

Financing solutions designed to support home purchases, refinancing needs, and property ownership goals through flexible repayment structures and borrowing options.

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🎓

Education Loans

Funding options that help students and families manage tuition expenses, educational costs, and academic opportunities while planning future finances.

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Business Loans

Business financing solutions created to support operational expenses, expansion plans, equipment purchases, and working capital requirements efficiently.

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Auto Loans

Vehicle financing options designed to help individuals purchase new or used automobiles with manageable repayment arrangements and terms.

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Personal Loans

Flexible borrowing solutions for personal expenses, planned purchases, emergencies, and financial needs requiring accessible funding support.

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Mortgage Loans

Mortgage financing solutions supporting residential property ownership, refinancing opportunities, and long-term housing goals through structured lending options.

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🚗

Auto Insurance

Coverage solutions designed to help protect vehicle owners against financial risks associated with accidents, damages, and unexpected events.

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🏥

Health Insurance

Health coverage options that help individuals and families manage medical expenses while supporting access to healthcare services.

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House Insurance

Protection plans designed to safeguard residential properties and household assets from covered damages, losses, and unforeseen circumstances.

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Mortgage Insurance

Insurance solutions associated with mortgage obligations that provide additional financial protection for borrowers and lending arrangements.

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❤️

Life Insurance

Coverage options created to support financial security and provide benefits to designated beneficiaries under covered circumstances.

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Business Insurance

Protection solutions developed to help businesses manage operational risks, liabilities, and unexpected financial challenges effectively.

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Burial Insurance

Insurance plans intended to help families prepare for final expenses and related financial responsibilities with greater confidence.

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Pet Insurance

Coverage designed to assist pet owners with eligible veterinary expenses and healthcare needs for their companion animals.

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✈️

Travel Insurance

Travel protection solutions supporting trip-related coverage needs, unexpected disruptions, and financial assistance while traveling.

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Mutual Fund Investment

Diversified investment opportunities managed across multiple asset classes to help investors pursue financial objectives and portfolio growth.

Explore
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Gold Investment

Investment options focused on gold-related assets that support diversification strategies and long-term wealth preservation objectives.

Explore
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Stock Investment

Market participation opportunities that allow investors to build portfolios through equity investments and long-term financial planning.

Explore
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Investment Management

Portfolio oversight services focused on asset allocation, performance monitoring, and investment strategies aligned with financial objectives.

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Estate Planning

Planning solutions designed to organize assets, support wealth transfer objectives, and prepare for future financial considerations.

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Risk Management

Strategic assessment services that identify potential financial risks and help create plans for improved financial resilience.

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Retirement Planning

Retirement-focused financial planning solutions that help individuals prepare for future income needs and lifestyle goals.

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Tax Optimization

Financial planning strategies designed to evaluate tax considerations and support efficient long-term financial decision-making.

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Education Planning

Financial planning services created to help families prepare for future education expenses and academic funding requirements.

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Credit Card Services

Card-based payment solutions supporting purchases, account management, and convenient access to digital payment capabilities.

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📱

Mobile Wallets

Digital wallet solutions that enable convenient payment management, secure transactions, and mobile-based purchasing experiences.

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🤝

P2P Payments

Peer-to-peer payment services designed to facilitate direct money transfers between individuals through digital platforms.

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🌐

Payment Gateway

Online transaction processing solutions supporting businesses and customers through efficient and secure payment experiences.

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💰

Debit Card Services

Debit card payment solutions that provide direct account access and support everyday financial transactions conveniently.

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Bill Payment

Digital bill payment services that simplify recurring payments and support efficient management of financial obligations.

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Debt Consolidation

Solutions designed to combine multiple debts into a simplified repayment structure for improved financial organization.

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Debt Settlement

Debt resolution services focused on exploring available options for managing outstanding financial obligations responsibly.

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Credit Counseling

Guidance services providing financial education, budgeting support, and debt management planning for improved financial wellbeing.

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Appliance Coverage

Protection plans designed to help manage repair and replacement needs for essential household appliances and equipment.

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System Protection

Coverage solutions focused on major home systems including electrical, plumbing, heating, and cooling components.

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Repair & Replacement Plans

Home warranty plans supporting repair and replacement needs when covered household systems or appliances require service.

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🚘

Vehicle Coverage

Protection plans designed to support vehicle owners with coverage options related to eligible repair requirements.

Get Coverage
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Mechanical Breakdown Coverage

Coverage solutions focused on major vehicle components and mechanical systems that may require repair services.

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Repair Cost Coverage

Warranty plans designed to help manage covered repair expenses associated with eligible vehicle components and systems.

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How It Works

Your path to financial freedom.

A streamlined onboarding process that gets you invested and growing in minutes.

STEP 01

Consultation

Sign up and complete a 3-minute risk assessment to understand your financial goals.

STEP 02

Assessment

Our AI analyzes your current financial situation and maps out optimal growth paths.

STEP 03

Strategy

Receive a personalized investment strategy and portfolio recommendation tailored to you.

STEP 04

Implementation

Link your bank, fund your account, and watch your portfolio go live in under 24 hours.

STEP 05

Ongoing Support

Continuous monitoring, automatic rebalancing, and unlimited access to human advisors.

Testimonials

What our clients say

Real feedback from individuals and businesses who have used our financial services.

"

Capital Debit Solutions completely changed how I view investing. The interface is incredibly intuitive, and my portfolio has grown 22% this year alone. The human advisor feature gives me peace of mind.

SK
Sarah Kim
"

I switched from a traditional wealth manager to Capital Debit Solutions and I'm never going back. The fees are a fraction of what I used to pay, and the tax-loss harvesting feature alone has saved me thousands.

MR
Marcus Reed
"

As a beginner investor, I was intimidated by the stock market. Capital Debit Solutions made it simple. The robo-advisor does all the heavy lifting, and I love checking my daily progress on the beautiful mobile app.

AL
Aisha Lopez
"

The ESG portfolio options were exactly what I was looking for. I can invest in line with my values without sacrificing returns. Highly recommend Capital Debit Solutions to anyone who wants smart, ethical investing.

DT
David Chen
FAQs

Frequently asked questions.

Everything you need to know about investing with Capital Debit Solutions.

You can open a Capital Debit Solutions account with as little as $10. Our robo-advisory service requires no minimum balance, while our Premium Wealth Management tier requires $500,000 in investable assets.
Our standard robo-advisory fee is just 0.25% annually. Premium Wealth Management starts at 0.65% and decreases with asset size. There are no trading fees, transfer fees, or hidden costs.
Yes. Your assets are held by our qualified custodian and protected by SIPC insurance up to $500,000. We use bank-grade 256-bit encryption and offer biometric authentication for all accounts.
Absolutely. All members have unlimited access to our team of certified financial planners via chat, phone, or video call. Premium members get a dedicated 1-on-1 wealth manager.
We use Modern Portfolio Theory combined with proprietary AI models. Portfolios are built with low-cost ETFs and automatically rebalanced. We also offer ESG and crypto portfolio options.
Yes, we support ACATS transfers from all major brokerages. The process typically takes 5-7 business days. Capital Debit Solutions covers all transfer fees and will handle the entire process for you.
We offer Traditional IRA, Roth IRA, SEP IRA, and 401(k) rollovers. Our system automatically optimizes your asset location across account types for maximum tax efficiency.
We combine the low fees of a robo-advisor with the accessibility of human advisors. Plus, our integrated app lets you manage banking, investing, and insurance all in one place.
ESG (Environmental, Social, Governance) portfolios invest in companies that meet strict sustainability criteria. They allow you to align your investments with your values without compromising returns.
You can withdraw funds at any time with no penalties. Transfers to your linked bank account typically take 1-3 business days. Premium members enjoy instant withdrawals up to $50,000.
Get In Touch

Start your journey today.

Have questions or ready to open an account? Our team is here to help.

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Address

1242 Wilson Street Minneapolis, MN 55405

Email Us

contact@capitaldebitsolutions.com

Call Us

+1 763-374-7386

Hours

Mon - Fri: 24/7 Support
Sat : 8AM - 8PM