About CAPTRUST
CAPTRUST is a company based in Chesterton (United States) founded in 2004 was acquired by CAPTRUST in June 2020. It operates as a Professional Services. CAPTRUST offers products and services including Wealth Management, Retirement Plan Services, and Endowment & Foundation Services. CAPTRUST operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Chesterton, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website lakesidewealth.com
- Social LinkedIn Facebook
- Acquired by CAPTRUST (Jun 2020)
- Legal Name Captrust
Products & Services of CAPTRUST
CAPTRUST offers a comprehensive portfolio of products and services, including Wealth Management, Retirement Plan Services, and Endowment & Foundation Services.
Tailored financial planning and investment management are provided.
Retirement plans are designed for employers and participants.
Investment consulting is offered to nonprofit institutions strategically.
Investors in CAPTRUST
CAPTRUST has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for CAPTRUST
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Timeline of CAPTRUST
2 dated milestones of CAPTRUST across 16 years, from founding to its latest funding, stage changes and deals.
- Founded CAPTRUST is founded.
- Exit Acquired by CAPTRUST.
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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. | |
| duffandphelps.com | 1932 | New York, United States | – | 994 | Financial and risk advisory solutions are provided globally. |
Detailed competitors of CAPTRUST
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Latest news on Captrust
Complete news archive for CAPTRUST
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- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
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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 2004.
CAPTRUST is headquartered in Chesterton, United States. It is registered at Chesterton, Indiana, United States.
CAPTRUST is engaged in offering comprehensive financial advisory services. Wealth management, retirement plan solutions, and endowment consulting are provided to individuals, families, corporations, and nonprofit organizations. Services are tailored to meet unique client needs across various sectors, including healthcare, education, and government entities. Investment strategies and fiduciary support are delivered with a focus on long-term financial wellness. Based in Chesterton, Indiana, personalized guidance is combined with national expertise to address complex financial challenges.
CAPTRUST's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
CAPTRUST offers Wealth Management, Retirement Plan Services, and Endowment & Foundation Services.
CAPTRUST has 1 investor. Key investors include CAPTRUST.
CAPTRUST operates through Captrust.
Yes. CAPTRUST was acquired by CAPTRUST in June 2020.