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CAPTRUST
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Raleigh, North Carolina, United States Founded 1989 1001-5000 employees For Profit
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
CAPTRUST on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Total Funding
$312.5M
Funding Rounds
2
Last Funding
Acquisitions
24
Investments
1
Monthly Visits
Contacts
1,523
About CAPTRUST
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 33
- Mobile apps
- 1
- Active products
- 20
- IT spend
- $49.14M
Investor Activity
- Investments
- 1
- Portfolio orgs
- 1
- Diversity investments
- 1
Company Info
- Founded
- 1989
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company, investor
- Founders
- 1
- Sub-organizations
- 2
- News articles
- 76
- HQ
- Raleigh, North Carolina, United States
- Region
- Research Triangle, East Coast, Southern US
Signals & Scores
- Heat score
- High
- Growth score
- Low
- Trend (7d)
- -0.2
- Trend (30d)
- -2.4
- Trend (90d)
- -1.4
- Last leadership hire
- Jun 10, 2025
CAPTRUST Funding Rounds
2 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
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CAPTRUST Investments
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CAPTRUST Acquisitions
24 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Stillwater Capital Advisors | — | 2026-05-14 | CAPTRUST | ConsultingFinanceFinancial ServicesImpact InvestingRetirementWealth Management | United States |
| Suncoast Prosperity Advisors | — | 2026-01-01 | CAPTRUST | FinanceFinancial ServicesWealth Management | United States |
| Meritage Portfolio Management | — | 2025-12-01 | CAPTRUST | Financial Services | United States |
| Cobblestone Capitol Advisors | — | 2025-09-01 | CAPTRUST | FinanceFinancial ServicesWealth Management | United States |
| Carolinas Investment Consulting | — | 2025-03-05 | CAPTRUST | AdviceFinancial ServicesManagement Consulting | United States |
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CAPTRUST Key People
Principal Financial Advisor
Principal, Financial Advisor
Principal
Chief Executive Officer & Co-Founder, Chairman
Principal | Institutional Religious Retirement and Foundation Services Advisor & Director
1,523
professional contacts at CAPTRUST
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