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Captrust

Investment Banking

Founded: 1997
Headquarters: 4208 Six Forks Rd, Raleigh, NC 27609, USA
Overview
Location
North Carolina, United States
Headquarter
4208 Six Forks Rd, Raleigh, NC 27609, USA
Contact Number
19198706822
Industry
Investment Banking
Contact Email
info@captrust.com
Company Type
Private Company
Founded
1997
CEO
J. Fields White
Codes
SIC Code 67,679 | NAICS Code 52,523
Annual Revenue
1 Billion USD
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Founders
J. Fields White
Social Handles

Company Overview

CAPTRUST is an independent registered investment advisor founded in 1997 in Raleigh, North Carolina. The firm provides investment management, financial planning, estate planning, and tax advisory and compliance services for individuals and families. The firm also offers a comprehensive suite of services for ultra-high-net-worth individuals to simplify their financial lives, mitigate risk, and perpetuate their legacies. For retirement plan sponsors, endowments, foundations, and religious entities, CAPTRUST offers investment advisory services, fiduciary support, and provider analysis and fee benchmarking. The firm also offers employee wellness and advice for retirement plan participants.

Top C-suite Members of Company

Connect with key decision-makers at Captrust. View contact details of C-suite executives and leadership team.

NameTitleContact
Robert MillerChief Financial Officerr****r@captrust.com
Krumm ReinaChief Financial Officerk****a@captrust.com
Sylvia RhineChief Financial Officers****e@captrust.com
Ben GoldsteinPresidentb****n@captrust.com
Clark ChristopherPresidentc****r@captrust.com
Michael VogelzangChief Investment Officerm****g@captrust.com
Scott DeMaagdAdvisor. Chief Investment Officers****d@captrust.com
John MatejkaVice Presidentj****a@captrust.com
Peggy WhitmoreVice Presidentp****e@captrust.com
Scott DemaagdAdvisor. Chief Investment Officers****d@captrust.com
Ann LeddyChief Compliance Officera****y@captrust.com
Kathryn McCallVice Presidentk****l@captrust.com
Robert MillerChief Financial Officerr****r@captrust.com

Email Formats

Discover the email patterns used at Captrust to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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Technology Stack

HSTS
HSTS
Security

Captrust uses HSTS to enhance their digital capabilities and improve operational...

Fastly
Fastly
CDN

Captrust uses Fastly to accelerate content delivery, enhance security, and enabl...

Nginx
Nginx
Web servers

Captrust uses Nginx to enhance their digital capabilities and improve operationa...

Pantheon
Pantheon
PaaS

Captrust uses Pantheon to enhance their digital capabilities and improve operati...

Varnish
Varnish
Caching

Captrust uses Varnish to cache frequently accessed web content, significantly ac...

PHP
PHP
Programming languages

Captrust uses PHP to develop dynamic, data-driven web applications and websites,...

MariaDB
MariaDB
Databases

Captrust uses MariaDB to enhance their digital capabilities and improve operatio...

MySQL
MySQL
Databases

Captrust uses MySQL to store, manage, and retrieve structured data efficiently a...

WordPress
WordPress
CMS

Captrust uses WordPress to enhance their digital capabilities and improve operat...

Magento
Magento
Ecommerce

Captrust uses Magento to power its online store, providing a robust, scalable, a...

Frequently Asked Questions

What is the address of Captrust's headquarters?

Captrust is headquartered at 4208 Six Forks Rd, Raleigh, NC 27609, USA.

How can I contact Captrust by phone?

You can reach Captrust by calling their customer support number at 19198706822.

What is the official website for Captrust?

You can visit Captrust's official website at www.captrust.com.

How much revenue does Captrust generate?

Captrust reports an annual revenue of approximately 1 Billion USD.

What is the SIC code for Captrust?

The Standard Industrial Classification (SIC) code for Captrust is 67,679.

What is the NAICS code for Captrust?

Captrust falls under the NAICS code 52,523.

How many people work at Captrust?

Captrust has a workforce of about 1500 employees.

Which technologies are used by Captrust?

Captrust utilizes technologies like HSTS, Fastly, Nginx.

Who is the Chief Executive Officer (CEO) of Captrust?

The CEO of Captrust is J. Fields White.

How can I get in touch with Captrust?

To contact Captrust, call 19198706822 or visit their website at www.captrust.com

Is Captrust a publicly traded company?

No, Captrust is a private company.

How much total funding has Captrust secured so far?

To date, Captrust has raised - across 1 funding round(s).

Which industry is Captrust part of?

Captrust operates in the Investment Banking, Finance industry.

Who are the main competitors of Captrust?

Key competitors of Captrust include Cambridge Associates, Brown Advisory, Newport, Wealth Enhancement Group

Which companies has Captrust acquired?

Acquisitions by Captrust include Atlantic Capital Management, Plan Advisory Services, Morton Wealth Management, MFP Strategies .

Who holds the CFO position at Captrust?

Robert Miller serves as the Chief Financial Officer (CFO) at Captrust.

Where can I find Captrust on social media?

You can follow Captrust on Linkedin, Twitter, Facebook to stay updated with their latest news and services.