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
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
-
Investments & Acquisitions
Davidson & Garrard
& 3 more
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Investment and fiduciary consulting services are provided to clients.
|
2009 | ||||
|
Wealth management and financial advisory services are provided to clients.
|
2003 | ||||
|
Provider of wealth management services
|
1974 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - CAPTRUST
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Captrust Comparisons
Competitors of CAPTRUST
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about CAPTRUST
Where is CAPTRUST located?
CAPTRUST is headquartered in United States.
What does CAPTRUST do?
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.
What products or services does CAPTRUST offer?
CAPTRUST offers Wealth Planning for Individuals & Families, Retirement Plan Solutions, and Endowment & Foundation Services.
How many acquisitions has CAPTRUST made?
CAPTRUST has made 4 acquisitions, including Davidson & Garrard, InTrust Fiduciary Group, and Knox Capital Group.