C

CAPTRUST

1180 employees

CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.

Basic info

Industry

financial services

Sectors

Customer Service
Financial Services
Fiduciary Process Management
Discretionary Investment Management
Financial & Estate Planning
Wealth Management
Consulting
Retirement Plan Advisory Services
Investment Advisory
Participant Education & Advice
Provider Search & Selection / Fee Benchmarking
Nonqualified Advisory Services
Retirement

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

FAQ