CAPTRUST
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Company intel
From the job board · LinkedIn data via posting sync- Industry
- Financial Services
- Company size
- 1,914 people
- Headquarters
- Raleigh, NC +66 more
- Type
- Privately Held
- Total funding
- $312.5M
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
Retirement Plan Advisory Services
Investment Advisory
Nonqualified Advisory Services
Discretionary Investment Management
Financial & Estate Planning
Provider Search & Selection / Fee Benchmarking
Participant Education & Advice
and Fiduciary Process Management
