Captrust
CAPTRUST is a North Carolina-based advisory firm that offers services such as wealth planning, investment management, and tax preparation for individuals and businesses.
Business Model: B2B
Revenue: $684.4M
Employees: 1,001-5,000
Detailed Captrust Information
Geographic Data
Address: 4208 Six Forks Road
City: Raleigh
State: NC
Zip: 27609
Country: US
Financial Info
Stage:
private equity
Raised Last:
$313M
Raised Total:$313M
Social
Metrics
1,639,470Website Global Rank
14,652Website Monthly Traffic
Twitter Followers
Description
CAPTRUST is a North Carolina-based advisory firm that offers services such as wealth planning, investment management, and tax preparation for individuals and businesses.
Contact Phone:
+18002160645
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 6/2020 | Private Equity Round | 1 | $312.5M |
GTCR GTCR GTCR GTCR |
6/2020 | Private Equity Round | - | 6/2020 | Private Equity Round | - |
GTCR, LLC. GTCR, LLC. |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 7/2022 | Frontier Wealth Management | |
| 1/2022 | Portfolio Evaluations | |
| 12/2021 | RINET Company | |
| 7/2021 | Nachman Norwood &a; Parrott | |
| 4/2021 | Pacific Investment Consultants | |
| 1/2021 | PWA Wealth Management | |
| 1/2021 | MRA Associates | |
| 9/2020 | Plante Moran Financial Advisors | |
| 6/2020 | Lakeside Wealth Management | |
| 3/2020 | Welch Hornsby |
Employee Departments
Employee States
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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