General Info
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals.
Location: Raleigh
Country:
Industries:
Investment Regions:
Investment Stages: late-stage, pre-seed, seed, series-a
Website: https://www.captrust.com/
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🤖 AI Activity Report
Status: not-active
AI Reasoning: Search results show CAPTRUST’s recent public M&A/activity includes acquisitions in Jan 2024 (Engrave Wealth Partners) and corporate transactions in Sep 2023 (Carlyle minority investment). I found no evidence of CAPTRUST making an investment into a startup or other investment within the past 12 months. The most recent identified investment/activity was the January 18, 2024 acquisition of Engrave Wealth Partners, which is more than 12 months prior. Startup involved: Engrave Wealth Partners. Based on that gap, assign the appropriate tag.
Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.
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