CAPTRUST: A leading wealth management and retirement plan advisory firm for high-net-worth individuals.
Location
Raleigh, NC, US
Founded
1989
CAPTRUST is a leading independent investment advisory firm specializing in wealth management and retirement plan consulting. The firm focuses on providing comprehensive financial services to high-net-worth individuals, retirement plan fiduciaries, foundations, and endowments. CAPTRUST offers a range of services including investment advisory, retirement plan consulting, and wealth planning.
With over 60 locations nationwide, CAPTRUST combines local presence with the strength of a national firm. The company prides itself on its high client and employee retention rates, demonstrating its commitment to excellence and client-centric approach. CAPTRUST's team of experts delivers objective, trusted financial advice tailored to each client's specific needs and goals.
Captrust - Classification
NAICS
520000Finance and Insurance
523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities