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.
CAPTRUST
Industry:
Consulting Customer Service Financial Services Retirement Wealth Management
Founded:
1989-01-01
Address:
Raleigh, North Carolina, United States
Country:
United States
Website Url:
http://www.captrust.com
Total Employee:
501+
Status:
Active
Contact:
(919) 870-6822
Email Addresses:
[email protected]
Total Funding:
312.5 M USD
Technology used in webpage:
SPF Domain Not Resolving Amazon IPv6 Microsoft Azure DNS Facebook Sharer ASP.NET Amazon Virginia Region Amazon Route 53 CloudFront
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-11 | Reynolds Investment Management, Inc. | Reynolds Investment Management, Inc. acquired by CAPTRUST | N/A |
| 2022-07-26 | Frontier Wealth Management | Frontier Wealth Management acquired by CAPTRUST | N/A |
| 2022-01-14 | Portfolio Evaluations | Portfolio Evaluations acquired by CAPTRUST | N/A |
| 2021-12-08 | RINET Company | RINET Company acquired by CAPTRUST | N/A |
| 2021-07-08 | Nachman Norwood & Parrott | Nachman Norwood & Parrott acquired by CAPTRUST | N/A |
| 2021-04-01 | Pacific Investment Consultants | Pacific Investment Consultants acquired by CAPTRUST | 700 M USD |
| 2021-01-29 | PWA Wealth Management | PWA Wealth Management acquired by CAPTRUST | N/A |
| 2021-01-07 | MRA Associates | MRA Associates acquired by CAPTRUST | N/A |
| 2020-09-10 | Plante Moran Financial Advisors | Plante Moran Financial Advisors acquired by CAPTRUST | N/A |
| 2020-06-10 | Lakeside Wealth Management | Lakeside Wealth Management acquired by CAPTRUST | 1.6 B USD |
Investors List
GTCR
GTCR investment in Private Equity Round - CAPTRUST
Key Employee Changes
| Date | New article |
|---|---|
| 2021-10-06 | Robert Miller Joins CAPTRUST as Chief Financial Officer |
Official Site Inspections
http://www.captrust.com Semrush global rank: 513.12 K Semrush visits lastest month: 95.77 K
- Host name: 23.185.0.1
- IP address: 23.185.0.1
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "CAPTRUST"
About Us | CAPTRUST | Financial and Investment Advisory Firm
CAPTRUST Community Foundation. Our employee-run charitable foundation, the CCF is a registered 501(c)(3) charity, launched in 2007. Through the CCF, CAPTRUST employees give …See details»
Our Story | Company History - CAPTRUST
CAPTRUST establishes the firm’s mission statement and core values to serve as guiding principles for its culture, service, and development. The One Brick at a Time (OBAAT) concept …See details»
Captrust - Wikipedia
CAPTRUST is an American investment advisory company based in Raleigh, North Carolina.As of July 2022, it had roughly $100 billion of assets under management and $750 billion of assets …See details»
CAPTRUST - Crunchbase Company Profile & Funding
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research …See details»
Captrust
CAPTRUST celebrates its 25th year by establishing a bold and inspirational vision statement: To be the most valued and impactful firm in the history of our industry. CAPTRUST ends the year …See details»
Grants - CAPTRUST Community Foundation
As the organization’s largest grant, the CAPTRUST Community Foundation sets aside nearly 40 percent of its giving budget each year for this purpose. While …See details»
CAPTRUST Taps Wunderli as Head of M&A
1 day ago CAPTRUST Financial Advisors announced that it has appointed Mike Wunderli as head of mergers and acquisitions (M&A).. According to the firm’s June 4 th announcement, …See details»
Wealth Planning for Institutions - CapTrust Financial …
CapTrust helps nonprofits, foundations, endowments, corporations and family offices with investment strategies that aid in fulfilling their mission. ... We’ll …See details»
CAPTRUST Direct
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to plan …See details»
Our People - CAPTRUST
Head of CAPTRUST at Work. View Profile. To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we …See details»
CAPTRUST Names New Head of M&A | PLANADVISER
22 hours ago CAPTRUST’s elite offering, coupled with its integration expertise and deep resources, distinguishes it among the nation’s top financial advisory firms,” said Wunderli in a …See details»
$1T RIA Aggregator Captrust Names New Head of M&A
20 hours ago Mike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.See details»
captrustaa.com - Phone:
Create a business culture and infrastructure in our industry where complete objectivity is the focal point of all client relationships. Advisors have the flexibility to make independent decisions …See details»
CAPTRUST Welcomes Michael Wunderli as Head of M&A
1 day ago CAPTRUST provides independent, client-first financial advice and investment management services to individuals, endowments, foundations, nonprofit organizations, …See details»
About - CAPTRUST at Work
CAPTRUST has been helping people successfully plan for retirement and optimize their employer-sponsored retirement plan benefits for more than twenty years. Skip to content. …See details»
CAPTRUST on Barron’s Top 100 for 2025
May 9, 2025 Twenty-three CAPTRUST advisor teams made Barron’s 2025 Top 100 Institutional Consulting Teams list. Since 2004, the financial news organization has ranked the best …See details»
Captrust CEO: 2025 could be record M&A year for wealth …
1 day ago Captrust is gearing up for what CEO Fielding Miller predicts could be the most prolific M&A year yet for the wealth management company headquartered in Raleigh. Wednesday, …See details»
Home | CAPTRUST at Work
Get the answers you need when you need them. Our number one mission is to connect our valued participants, with timely, relevant, and actionable content to help you make smarter …See details»
CAPTRUST Advisor Review - ComparisonAdviser
Jan 4, 2025 CAPTRUST is a registered investment advisor firm based in Raleigh, North Carolina.It offers both discretionary and non-discretionary wealth management and financial …See details»
Mike Wunderli | Head of Mergers and Acquisitions Los Angeles CA
1 day ago Mike joined CAPTRUST in 2025 with 23 years of industry experience. He is responsible for identifying and executing transformative M&A opportunities that align with the …See details»