About CAPTRUST
CAPTRUST is a company based in United States. It operates as a Professional Services and Commission-Based. CAPTRUST has completed 4 acquisitions, including Davidson & Garrard, InTrust Fiduciary Group and Knox Capital Group. CAPTRUST offers products and services including Wealth Planning for Individuals & Families, Retirement Plan Solutions, and Endowment & Foundation Services.
- Headquarter 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
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Employee Count
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Investments & Acquisitions
Davidson & Garrard
& 3 more
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Products & Services of CAPTRUST
CAPTRUST offers a comprehensive portfolio of products and services, including Wealth Planning for Individuals & Families, Retirement Plan Solutions, and Endowment & Foundation Services.
Comprehensive wealth planning is provided for individual needs.
Investment solutions are offered for retirement plan sponsors.
Fiduciary services are delivered to nonprofit organizations.
Funding Insights of CAPTRUST
Detailed funding history for CAPTRUST
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Investments & Acquisitions by CAPTRUST
CAPTRUST has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include Davidson & Garrard, InTrust Fiduciary Group and Knox Capital Group.
Investment portfolio details for CAPTRUST
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment and fiduciary consulting services are provided to clients.
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Locked | Locked | 2009 | Locked | |
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Wealth management and financial advisory services are provided to clients.
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Locked | Locked | 2003 | Locked | |
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Provider of wealth management services
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Locked | Locked | 1974 | Locked |
Complete acquisition details for CAPTRUST
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
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Financial Statements - CAPTRUST
Detailed financials for CAPTRUST
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Captrust Comparisons
Peer comparison for CAPTRUST
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Competitors of CAPTRUST
Detailed competitors of CAPTRUST
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Latest news on Captrust
Complete news archive for CAPTRUST
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Frequently Asked Questions about CAPTRUST
CAPTRUST is headquartered in United States.
CAPTRUST is engaged in offering financial advisory and investment management services to a diverse clientele, including individuals, families, retirement plan sponsors, and nonprofit organizations. Services are tailored to meet unique needs across sectors such as wealth planning, fiduciary guidance, and risk management. Solutions are provided for complex financial challenges faced by executives, professional athletes, corporations, educational institutions, and endowments. A nationwide presence ensures accessibility to expert advisors who focus on client success through customized strategies.
CAPTRUST offers Wealth Planning for Individuals & Families, Retirement Plan Solutions, and Endowment & Foundation Services.
CAPTRUST has made 4 acquisitions, including Davidson & Garrard, InTrust Fiduciary Group, and Knox Capital Group.