Industry Leader CAPTRUST is a top-ranked RIA with a growing national footprint including recent acquisitions and expansion in key markets such as Pennsylvania and the Southeast, presenting a compelling opportunity to cross-sell wealth management, retirement plan advisory, and integrated consulting services to existing and prospective clients.

Growth momentum CAPTRUST’s recognition as the largest US RIA and ongoing office expansion signal aggressive growth and scalability potential for additional high-net-worth clients and corporate retirement plan fiduciaries seeking trusted, scalable wealth and retirement services.

Expansion targets Recent acquisition of Suncoast Prosperity Advisors and new offices in Pennsylvania indicate a deliberate strategy to deepen Southeast and regional presence, offering a pathway for strategic partnerships, co-managed client opportunities, and expansion-focused solution selling.

Technology stack A diverse tech stack including Salesforce, DocuSign, SAP Concur, GitHub and analytics tools suggests opportunities to position CAPTRUST for enhanced operational efficiency, data-driven advisory services, and scalable client onboarding for mid-market and high-net-worth segments.

Talent & culture Notable industry recognition as an employer of choice aligns with opportunities to offer employee benefit and executive compensation consulting services, as well as retirement solutions for client organizations prioritizing strong workplace culture and recruitment assets.