CTOs on the Move

Captrust

www.captrust.com

 
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.
  • Number of Employees: 5K-10K
  • Annual Revenue: $50-100 Million
  • www.captrust.com
  • 4208 Six Forks Road Suite 1700
    Raleigh, NC USA 27609
  • Phone: 919.870.6822

Executives

Name Title Contact Details
Jon A
Manager | Governance, Risk & Compliance | IT Information Security & Network Profile
Jonathan Lawrence
IT Information Security and Networks Profile

Funding

Captrust raised $312.5M on 06/02/2020

Similar Companies

SmartyPig

SmartyPig is an Internet bank with a social networking twist.

Excalibur Management Corp

Excalibur Management Corp is a Boston, MA-based company in the Financial Services sector.

Affinity Plus

Affinity Plus Federal Credit Union is a not-for-profit, financial cooperative that puts people first above profits. Members of Affinity Plus receive maximum value through competitive rates, minimal fees, and unique, member-centric products and programs. Affinity Plus has 27 branches located throughout the state. With over $1.7 billion in assets with $3.5 billion in assets under management, Affinity Plus is based in St. Paul and is owned by more than 180,000 members.

QuickFee

QuickFee helps professionals manage receivables and get paid for their work faster. With one convenient platform, professional service firms can accept online payments, offer financing, set recurring payment schedules, and manage client invoices. Clients can pay how and when they want – while the pros get paid upfront every time.

Achieve Security

Achieve Security is a Jacksonville, FL-based company in the Financial Services sector.