About The CAPROCK Group
The CAPROCK Group is a company based in Boise (United States) founded in 2005 by Matthew Weatherly-White.. The CAPROCK Group offers products and services including Wealth Management Service, Private Investing Access, and Impact Investing. The CAPROCK Group operates in a competitive market with competitors including Rockefeller Capital Management, Renters Warehouse, Stonehage Fleming Family & Partners, Pathstone Federal Street and Silvercrest Asset Management Group, among others.
- Headquarter Boise, United States
- Founders Matthew Weatherly-White
-
Sectors
Financial Services
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name The Caprock Group, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
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 The CAPROCK Group
The CAPROCK Group offers a comprehensive portfolio of products and services, including Wealth Management Service, Private Investing Access, and Impact Investing. 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 asset management for high-net-worth individuals and families.
Access to exclusive private market opportunities for wealth growth.
Investments aligned with social and environmental intentionality goals.
Funding Insights of The CAPROCK Group
| 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 The CAPROCK Group
| 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 |
Financial Statements - The CAPROCK Group
| 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 |
The Caprock Group Comparisons
Competitors of The CAPROCK Group
The CAPROCK Group 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 Rockefeller Capital Management, Renters Warehouse, Stonehage Fleming Family & Partners, Pathstone Federal Street and Silvercrest Asset Management Group, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
|
|
| domain | founded_year | HQ Location |
Property management company
|
|
| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
|
|
| domain | founded_year | HQ Location |
Provider of multi family office services
|
|
| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
|
|
| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
|
| 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.
|
Latest news on The Caprock Group
Frequently Asked Questions about The CAPROCK Group
When was The CAPROCK Group founded?
The CAPROCK Group was founded in 2005.
Where is The CAPROCK Group located?
The CAPROCK Group is headquartered in Boise, United States. It is registered at Boise, Idaho, United States.
What does The CAPROCK Group do?
The CAPROCK Group was founded in 2005 in Boise, United States, as a provider of wealth management services. Operations are centered in the financial sector, with services including investment advisory, financial planning, and portfolio management for individuals and institutions. The company is headquartered in Boise and serves clients across the United States. Co-founder Matthew Weatherly-White contributes to its leadership structure.
Who are the top competitors of The CAPROCK Group?
The CAPROCK Group's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does The CAPROCK Group offer?
The CAPROCK Group offers Wealth Management Service, Private Investing Access, and Impact Investing.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.