Total Funding
82
77
Total FundingPrivate Equity raised
Growth Score
-12 pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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8591
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
- Gary Savage: Principal Financial AdvisorPast Role: RINET Company, Founder and Managing Director
- Seth Vermillion: Manager | Investment Research
About the Company
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth
planning services to executives and high-net-worth individuals.
