Strategic Client Acquisition CAPTRUST recently acquired CAIS as a new client, showcasing a focus on expanding their clientele and seeking partnerships with leading alternative investment platforms, presenting an opportunity for further strategic client acquisitions.
Targeted Investment Opportunities CAPTRUST Advisor Group has made substantial investments in various assets like Apple Hospitality REIT, Monroe Capital, and Pebblebrook Hotel Trust, indicating an interest in investment opportunities, presenting a potential avenue for targeted sales offerings related to asset management and financial services.
Employee Transition Potential With the departure of Benton from CAPTRUST to start his own firm, there may be an opportunity to engage with former clients or employees during this transition period, offering tailored financial advisory or retirement planning solutions to maintain relationships and explore potential new business opportunities.
Potential for Merger & Acquisition Services As Captrust Advisor Group invests in stakes in various companies such as Chicago Rivet & Machine and Chatham Lodging Trust, there is a potential opportunity to offer merger and acquisition services, leveraging their investment activities to explore strategic partnerships, acquisitions, or divestitures.
Expansion in High-Value Assets CAPTRUST's investment into high-value assets like Apple Hospitality REIT, Monroe Capital, and Pebblebrook Hotel Trust suggests an interest in expanding their portfolio with lucrative opportunities, presenting a potential for sales engagements tailored towards high-net-worth individuals or institutional investors.
501
$100M$1B
1.1K$1B
11
581$1B
144$10M$50M
227$50M$100M
61$10M
403$50M$100M
425$50M$100M
501$100M$1BCAPTRUST uses 8 technology products and services including Microsoft Excel, Twitter Emoji (Twemoji), Modernizr, and more. Explore CAPTRUST's tech stack below.
| CAPTRUST Email Formats | Percentage |
| First.Last@captrustadvisors.com | 97% |
| FLast@captrustadvisors.com | 1% |
| First.MiddleLast@captrustadvisors.com | 1% |
| Last@captrustadvisors.com | 1% |
| First.Last@captrust.com | 97% |
| FLast@captrust.com | 1% |
| First.MiddleLast@captrust.com | 1% |
| First.Middle@captrust.com | 1% |
Financial ServicesNorth Carolina, United States1001-5000 Employees
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultative advisory services to retirement plan sponsors, endowments, foundations, institutional investors, executives, and high net-worth individuals.
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Funding & FinancialsCAPTRUST's revenue is in the range of $100M$1B
Funding & FinancialsCAPTRUST's revenue is in the range of $100M$1B
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