About Capital Directions
Capital Directions is a company based in Atlanta (United States) founded in 1985 was acquired by Savant Wealth in February 2023. Capital Directions operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Atlanta, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Commercial Bank & Trust of PA
& 1 more
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Employee Count
Not available
- Acquired by
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Funding Insights of Capital Directions
Detailed funding history for Capital Directions
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Investors in Capital Directions
Capital Directions has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Commercial Bank & Trust of PA and Savant Wealth.
| Investor | Description | Founded Year | Domain | Location |
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Asset management services are provided by Savant Wealth.
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Commercial banking and trust services are provided in Pennsylvania.
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Investor details for Capital Directions
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Investments & Acquisitions by Capital Directions
Investment portfolio details for Capital Directions
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Financial Statements - Capital Directions
Detailed financials for Capital Directions
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Capital Directions Comparisons
Peer comparison for Capital Directions
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Competitors of Capital Directions
Capital Directions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Capital Directions
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Latest news on Capital Directions
Complete news archive for Capital Directions
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Frequently Asked Questions about Capital Directions
Capital Directions was founded in 1985.
Capital Directions is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Capital Directions was established in 1985 in Atlanta, United States, as a firm focused on the financial services sector. Investment portfolios are managed across various asset classes, including equities, fixed income, and alternatives. Operations are centered in the southeastern U.S., with services extending to institutional and individual investors. Advisory support for wealth planning and risk assessment is also offered through dedicated teams.
Capital Directions's top competitors include Fidelity Investments, Investec and S&P Global.
Capital Directions has 2 investors. Key investors include Commercial Bank & Trust of PA, and Savant Wealth.