CAPTRUST is an independent investment research and fee-based advisory firm.
Location: United States, North Carolina, Raleigh
Employees: 1001-5000
Phone: +1 800-216-0645
Founded date: 1989
Investors 1
| Date | Name | Website |
| 10.11.2023 | The Carlyl... | carlyle.co... |
Mentions in press and media 9
| Date | Title | Description |
| 24.04.2025 | Windfall: $65 Million Series B Raised To Advance People Intelligence Platform | Windfall Data, a provider of people intelligence and AI-workflow solutions, announced that it closed a $65 million Series B funding round led by the investment funds managed by Morgan Stanley Expansion Capital. This funding will advance Win... |
| 23.04.2025 | Windfall Secures $65 Million in Funding from Morgan Stanley Expansion Capital | Windfall $65M Fundraise Led by Morgan Stanley The fundraise underscores Windfall's impressive growth, data quality and breadth, and its overall commitment to helping organizations implement data-driven and AI solutions. SAN FRANCISCO, April... |
| 19.08.2024 | Business | Tips to keep back-to-school budgeting on track | Using an ATM or credit card would have been easier, but the emotional and visual impact would not have been the same. My objective was to teach budgeting without it being a chore. While hoping to make the experience memorable for us. We wou... |
| 26.06.2024 | Business | Marriage without financial planning walks on shaky legs | — How does spending and saving money make you feel? — What money messages did you learn as you were growing up? — What is your credit score? — What are your liabilities? — What are your assets? — How much do you save monthly? — What is your... |
| 05.04.2024 | Business | No retirement fund? Stop saying yes to frivolous spending | When thinking about retirement, should I be selfish with my money? If you are saving monthly, have cash in the bank, no or minimal debt, and plan accordingly for your retirement, then this article may not interest you. But, if you spend mon... |
| 30.03.2021 | CAPTRUST Promotes Eddie Welch to Head of Wealth Management Group | |
| 14.01.2021 | The CAPTRUST Community Foundation Announces Record $1 Million in Donations for 2020 | |
| 07.01.2021 | CAPTRUST Expands West with the Addition of MRA Associates | |
| 01.12.2020 | CAPTRUST Community Foundation Donates $450,000 to Charities Across the U.S. |