CAPTRUST is a North Carolina-based advisory firm that offers services such as wealth planning, investment management, and tax preparation for individuals and businesses... Read more
CAPTRUST is a North Carolina-based advisory firm that offers services such as wealth planning, investment management, and tax preparation for individuals and businesses... Read more
News
Acquisition
Feb 09, 2026
Pulse2.0
Captrust Financial Advisors acquired Meritage Portfolio Management for undisclosed amount
Product Launch
Oct 07, 2025
PR Newswire
CAPTRUST Launches CAPTRUST Wellness Advantage: Powered by Cleveland Clinic
investment
Apr 28, 2025
https://www.streetinsider.com/ACCESS+Newswire/Zoe+Secures+$30+Million+Series+B+Funding+to+Power+the+Future+of+Wealth+Management/24704781.html
CapFinancial Partners, LLC has invested $30M in Zoe Financial, Inc.
