Growth Potential With a financial revenue range of 10 to 25 million dollars and a dedicated team of 51 to 200 employees, CAPTRUST Financial Advisors presents an opportunity to engage with a mid-sized firm poised for expansion within the competitive financial advisory space.
Client-Centric Approach The company's focus on forming partnerships centered on client life goals suggests openness to strategic collaborations that enhance personalized financial planning and wealth management services.
Technology Use Though specific tech details are limited, CAPTRUST’s emphasis on navigating capital markets and accessing world-class money managers indicates they may value advanced financial technology and data-driven solutions to improve client outcomes.
Market Positioning Positioned alongside notable competitors with larger staffs and similar revenue scales, CAPTRUST can leverage its personalized service model to differentiate in a crowded market and attract clients seeking tailored financial guidance.
Networking Opportunities As part of a competitive industry with firms like Waddell & Reed and Mercer Advisors, engaging with CAPTRUST offers potential for strategic partnerships, joint ventures, or referrals within the wealth management ecosystem.
$1B$10B
$50M$100M
$1B$10B
$100M$250M
$1B$10B
$1B$10B
$500M$1B
$250M$500M
$10M$25M
$500M$1B| CAPTRUST Financial Advisors Email Formats | Percentage |
| First.Last@captrust.com | 96% |
| FLast@captrust.com | 1% |
| First.MiddleLast@captrust.com | 1% |
| First.Middle@captrust.com | 1% |
| Fir.Last@captrust.com | 1% |
| FLast@captrustholland.com | 46% |
| First.Last@captrustholland.com | 4% |
| FLast@captrustholland.com | 46% |
| First.Last@captrustholland.com | 4% |
Financial ServicesUnited States51-200 Employees
The partnerships we seek to form with clients are centered on the attainment of their most important life goals. We believe the guidance we provide in navigating capital markets for our clients and the access we offer to world class money managers is a significant combination to enable them to successfully achieve their objectives.
Company Overview
Funding & FinancialsCAPTRUST Financial Advisors's revenue is estimated to be in the range of $10M$25M
Funding & FinancialsCAPTRUST Financial Advisors's revenue is estimated to be in the range of $10M$25M
1-888-653-2347 
support@leadiq.com