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
