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CAPTRUST

CAPTRUST

Raleigh, North Carolinacaptrust.com

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.

Year Founded

1997

Portfolio Companies

3

Investments

CAPTRUST investments
CompanyDateStageLead
ZOEApr 2025Series BCo-investor
Zoe AgentApr 2025Series BCo-investor
Zoe FinancialApr 2025Series BCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersRaleigh, North Carolina
Year Founded1997

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