CAPTRUST
Raleigh · Founded 1989
About CAPTRUST
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.
Company Facts
- Founded: 1989
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1,001 – 5,000
- Estimated revenue: $500K – $1M
- Total funding: $312.5M
- Funding stage: Private Equity
- Last round: Private Equity (Sep 2023)
- Website: captrust.com
- Phone: (919) 870-6822
Industries & Categories
Consulting, Customer Service, Financial Services, Retirement, Wealth Management
Social Profiles
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