CAPTRUST
Overview
CAPTRUST is an independent investment advisory firm that provides investment advisory services to retirement plan sponsors, endowments, and foundations, as well as wealth management for high-net-worth individuals and families.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| ZOE | Apr 2025 | Series B | Co-investor |
| Zoe Agent | Apr 2025 | Series B | Co-investor |
| Zoe Financial | Apr 2025 | Series B | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is CAPTRUST based?
CAPTRUST is headquartered in Raleigh, North Carolina, United States.
When was CAPTRUST founded?
CAPTRUST was founded in 1997.
How many portfolio companies does CAPTRUST have?
CAPTRUST has 3 portfolio companies in Caplight's dataset.
What are some companies in CAPTRUST's portfolio?
Recent investments visible on Caplight include ZOE, Zoe Agent, Zoe Financial.
What was CAPTRUST's most recent investment?
CAPTRUST's most recent investment on Caplight was in ZOE in 2025.
What sectors does CAPTRUST focus on?
CAPTRUST focuses on FinTech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software.
What company stages does CAPTRUST focus on?
Stage focus information for CAPTRUST is not publicly available.