Acquisition Momentum CAPTRUST has a recent track record of acquiring advisory firms and expanding its assets under advisement, including recent Long Island firm acquisitions adding substantial client assets and personnel in New York, signaling opportunities to cross-sell wealth management and retirement plan services to newly combined client bases.

Wealth Management Focus The firm serves high-net-worth individuals, business owners, and fiduciaries of corporate retirement plans, presenting sales opportunities in upscale wealth management, advisory services for business continuity, and retirement plan consulting for corporate clients.

Regional Expansion Recent news highlights CAPTRUST opening new offices, such as a downtown Grand Rapids location, indicating a growth push in regional markets and potential for localized relationship development with families and business owners in expanding regions.

Industry Leadership CAPTRUST maintains a strong market position as a top RIA with continued leadership in rankings and scale, which can be leveraged to approach prospects seeking a stable, well-regarded partner for complex wealth and retirement plan needs.

Tech Enablement The firm’s tech stack includes systems like Salesforce, DocuSign, GitHub, and SAP Concur, suggesting a capability to support efficient client onboarding, digital servicing, and scalable operations, a talking point for prospects prioritizing seamless digital experience.