About CAPTRUST
CAPTRUST is a Financial Services company based in United States. Financial advisory services are provided by CAPTRUST to various clients. It operates on a Professional Services and Commission-Based model. 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. Its focus areas include Financials, Investment Management and Wealth Management.
Company details
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.
- Headquarters United States
- SectorsFinancial Services
- Website captrustadvisors.com
- Social LinkedIn Facebook
- Investments & AcquisitionsDavidson & Garrard
& 3 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 solutions are offered for retirement plan sponsors.
Fiduciary services are delivered to nonprofit organizations.
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Accounting, tax, consulting, and wealth management services are provided. | plantemoran.com | Boulder, United States | 1924 | Sep 2020 | •••• | |
Wealth management and financial advisory services are provided to clients. | knoxcapitalgroup.com | Salt Lake, United States | 2003 | Feb 2018 | •••• | |
Provider of wealth management services | dg-g.com | Lynchburg, United States | 1974 | Sep 2017 | •••• | |
Investment and fiduciary consulting services are provided to clients. | intrustfiduciary.com | Austin, United States | 2009 | May 2017 | •••• |
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
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Timeline of CAPTRUST
4 dated milestones of CAPTRUST across 3 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires InTrust Fiduciary Group.
- Acquisition Acquires Davidson & Garrard.
- Acquisition Acquires Knox Capital Group.
- Acquisition Acquires Plante Moran.
Web traffic of CAPTRUST
Websites that share an audience with CAPTRUST (captrustadvisors.com).
Websites whose visitors overlap most with CAPTRUST. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| cofunds.co.uk | 68% | View details | |||
| assetmark.com | 33% | 71.9K | #801,024 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as CAPTRUST (Asset Management) in United States, 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 | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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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.