CapTrust

CapTrust

Wealth management and retirement plan consulting services to individuals.

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DateInvestorsAmountRound
investor

€0.0

Valuation: €0.0

round
*

N/A

Valuation: $3.7b

Growth Equity non VC
Total Funding000k
Notes (0)
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Investments analysisEdit

Investments by CapTrust

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PEI Consulting
ACQUISITION by CapTrust Jan 2022
Boston Financial Management
ACQUISITION by CapTrust Nov 2024
Southern Wealth Management
ACQUISITION by CapTrust Jul 2023
Ellwood Associates
ACQUISITION by CapTrust Aug 2021
PWA Wealth Management
ACQUISITION by CapTrust Feb 2021
GBB
ACQUISITION by CapTrust Feb 2021
Pacific Investment Consultants
ACQUISITION by CapTrust Apr 2021
Campbell Wealth Management
ACQUISITION by CapTrust Dec 2024
View 12 more