Focus on Life Goals CapTrust Financial Advisors emphasizes forming partnerships with clients to help them achieve their most important life goals. This client-centric approach can be leveraged in sales pitches to emphasize personalized financial guidance tailored to individual objectives.
Access to Money Managers The company provides access to world-class money managers, offering clients a significant advantage in navigating capital markets. Highlighting this access in sales conversations can showcase the added value clients receive when choosing CapTrust for financial services.
Competitive Positioning In comparison to similar companies like Waddell & Reed, Mercer Advisors, and others with varying revenues and employee sizes, CapTrust Financial Advisors can position itself as a more personalized and tailored financial services provider, appealing to clients seeking a closer client-advisor relationship.
Market Expansion Potential CapTrust's location in US zip code 49423 presents opportunities for market expansion and targeting local clients. Leveraging local presence can be a powerful sales tactic to establish community trust and attract clients looking for a nearby financial services provider.
High Employee Engagement With a moderate employee count ranging from 51-200, CapTrust Financial Advisors likely fosters a close-knit and engaged workforce. Highlighting the company's positive work culture in sales pitches can demonstrate stability, trust, and dedication in serving clients' financial needs.
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$1B
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1.1K$1B
187$10M$50M
1.6K$100M$1B
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391$10M$50M
292$50M$100M
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581$1B| CapTrust Financial Advisors Email Formats | Percentage |
| First.Last@captrust.com | 97% |
| FLast@captrust.com | 1% |
| First.MiddleLast@captrust.com | 1% |
| Fir.Last@captrust.com | 1% |
| FLast@captrustholland.com | 45% |
| First.Last@captrustholland.com | 5% |
| FLast@captrustholland.com | 45% |
| First.Last@captrustholland.com | 5% |
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
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1-888-653-2347 
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