About CAPTRUST
CAPTRUST is a company based in Raleigh (United States) founded in 1989. It operates as a Professional Services. CAPTRUST has completed 28 acquisitions, including Boston Financial Management, CAPTRUST and Cammack Retirement. CAPTRUST offers products and services including Wealth Planning for Individuals & Families, Retirement Plan Solutions, and Endowment & Foundation Services. CAPTRUST operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Raleigh, United States
- SectorsFinancial Services
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website captrust.com
- Social LinkedIn X Facebook
- InvestorsThe Carlyle Group
& 2 more
- Investments & AcquisitionsBoston Financial Management
& 27 more
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 management is offered for retirement plan sponsors.
Fiduciary services are delivered to nonprofit organizations.
Funding Insights of CAPTRUST
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of CAPTRUST with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2023 | – | Private Equity Round | – | The Carlyle Group | – |
| Jun 2020 | – | Private Equity Round | – | GTCR | – |
2 investors in total: 2 institutional.
Investors in CAPTRUST
CAPTRUST has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include The Carlyle Group and GTCR Chicago Private Equity Firm.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments are directed toward multiple sectors. | 1986 | carlyle.com | - | |
Private equity investments and firm management in Chicago. | – | gtcr.com | - |
Investor details for CAPTRUST
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of CAPTRUST
440 people are tracked at CAPTRUST (107 in leadership, 5 in board & advisors, 328 in team).
| Name | Role | Group |
|---|---|---|
J. Fielding Miller | CEO & Co-Founder | Leadership |
Rick Shoff | Managing Director, Advisor Group | Leadership |
Margaret Jarocki | Director, Centralized Trading | Leadership |
Frank Bub | Senior Director, Wealth Management | Leadership |
Denise Buchanan | Senior Director, Chief Compliance Officer | Leadership |
Kathy Del Corso-Chase | Senior Director, Integration Team, Human Resources | Leadership |
Karen Denise | Senior Director, Head, Wealth Client Service | Leadership |
Jon Meyer | Chief Technology Officer | Leadership |
Mark Francher | Chief Human Resource Officer | Leadership |
Scott T. Matheson | Managing Director, Institutional Group | Leadership |
Wilson S. Hoyle, III | Managing Director, Head of Advisor Group & Director | Leadership |
David Herlihy | Director -advisory Group | Leadership |
Stephen Schott | Principal And Director | Leadership |
Christopher Whitlow | Senior Director | Leadership |
Lorice Bianchi | Senior Vice President | Leadership |
Joe Debello | Vice President | Institutional Financial Advisor | Leadership |
Ginger Glenn | Director | Integration Lead | Leadership |
Robert Miller | Chief Financial Officer, Corporate Services | Leadership |
Michael J. Vogelzang | Managing Director & Chief Investment Officer | Leadership |
Sam Kirby | Senior Director, Investment Strategist | Leadership |
420 more people are available in the full profile.
Complete people profiles for CAPTRUST
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by CAPTRUST
CAPTRUST has strategically engaged in corporate development activities, having acquired 28 companies. Notable acquisitions include Boston Financial Management, CAPTRUST and Cammack Retirement.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Diversified asset management is conducted across various investment classes. | carolinasinvest.com | Charlotte, United States | 2001 | Mar 2025 | •••• | |
Financial planning and advisory services are provided to clients. | wealthcovenantgroup.com | Houston, United States | 1997 | Jan 2025 | •••• | |
Wealth management services are provided to clients nationwide. | campbellwealth.com | United States | 2004 | Dec 2024 | •••• | |
Wealth management company | bostonfinancialmanagement.com | Boston, United States | 1976 | Nov 2024 | •••• | |
Financial planning and retirement planning services are provided. | engravewealth.com | The Woodlands, United States | 2017 | Jan 2024 | •••• | |
Pension and retirement planning services are provided to clients. | trutinafinancial.com | Bellevue, United States | 2011 | Dec 2023 | •••• | |
Wealth management services are provided to clients in Dallas. | southernwealth.com | Dallas, United States | 2005 | Jul 2023 | •••• | |
Asset management and financial planning services are offered. | omegawp.com | Fort Worth, United States | 1964 | Jun 2023 | •••• | |
Financial advisory and investment management services are provided to clients. | qawealthmanagement.com | Minnetonka, United States | 2000 | Apr 2023 | •••• | |
Retirement planning, tax reduction, and investment management services are offered. | trustcore.com | Brentwood, United States | 1984 | Jan 2023 | •••• |
Complete acquisition details for CAPTRUST
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of CAPTRUST
13 dated milestones of CAPTRUST across 36 years, from founding to its latest funding, stage changes and deals.
- Founded CAPTRUST is founded.
- Funding First funding round.
- Acquisition Acquires TrustCore.
- Acquisition Acquires QA Wealth Management.
- Acquisition Acquires Omega Wealth Partners.
- Acquisition Acquires Southern Wealth Management.
- Funding Latest funding round, Private Equity Round,.
- Acquisition Acquires Trutina Financial.
- Acquisition Acquires Engrave Wealth.
- Acquisition Acquires Boston Financial Management.
- Acquisition Acquires Campbell Wealth.
- Acquisition Acquires Wealth Covenant Group, LLC.
- Acquisition Acquires Carolinas Invest.
Competitors of CAPTRUST
CAPTRUST 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, Guggenheim Partners and S&P Global, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| principal.com | 1879 | Des Moines, United States | – | 19,800 | Retirement, investment, and insurance products and services are provided. |
Detailed competitors of CAPTRUST
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of CAPTRUST
The website of CAPTRUST (captrust.com) receives about 104.3K visits a month and ranks #544,577 among all websites worldwide, #6,483 in Financial Planning and Management.
- Monthly visits104.3K
▲ 65.3% vs previous month
- Unique visitors38.3K
per month
- Global rank#544,577
among all websites
- Category rank#6,483
Finance · Financial Planning and Management
- Bounce rate54%
- Pages per visit1.9
- Average visit46 sec
- DevicesDesktop 29% · Mobile 71%
Websites whose visitors overlap most with CAPTRUST. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| napfa.org | 100% | 680.7K | #308,105 | View details | |
financial-planning.com | financial-planning.com | 98% | – | #566,502 | – |
| onpay.com | 98% | 464.4K | #93,006 | View details | |
| franklinresources.com | 80% | – | #1,215,432 | View details | |
| massmutual.com | 67% | 1.1M | #47,949 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for CAPTRUST
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Captrust
Complete news archive for CAPTRUST
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to CAPTRUST
10 companies that operate in the same segment as CAPTRUST (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about CAPTRUST
CAPTRUST was founded in 1989 and raised its 1st funding round 31 years after it was founded.
CAPTRUST is headquartered in Raleigh, United States. It is registered at Raleigh, North Carolina, United States.
CAPTRUST is engaged in offering financial advisory services to a diverse clientele, including individuals, families, retirement plan sponsors, and nonprofit organizations. Services are tailored to meet unique needs, covering wealth planning, investment management, and fiduciary guidance. The company operates across multiple sectors, such as corporate, educational, healthcare, and government entities. Solutions are designed to address complex financial challenges, ensuring risk management and mission-aligned strategies for endowments and foundations. A nationwide presence is maintained to deliver personalized advice through a majority employee-owned structure.
CAPTRUST's top competitors include Fidelity Investments, Investec and S&P Global.
CAPTRUST offers Wealth Planning for Individuals & Families, Retirement Plan Solutions, and Endowment & Foundation Services.
CAPTRUST has made 28 acquisitions, including Boston Financial Management, CAPTRUST, and Cammack Retirement.
CAPTRUST has 2 investors. Key investors include The Carlyle Group, and GTCR Chicago Private Equity Firm.
The website of CAPTRUST receives about 104 thousand visits a month and ranks #544,577 among all websites worldwide.