Basic info
Industry
financial services
Sectors
Wealth Management
Nonqualified Advisory Services
Discretionary Investment Management
Customer Service
Participant Education & Advice
Consulting
Fiduciary Process Management
Retirement
Financial Services
Retirement Plan Advisory Services
Investment Advisory
Financial & Estate Planning
Provider Search & Selection / Fee Benchmarking
Date founded
1989
Funding rounds raised
Total raised
$313M
from 1 investors over 1 rounds
C
CAPTRUST raised $313M on June 2, 2020
Investors: GTCR LLC