Captrust Launches Direct Fiduciary Program With T. Rowe Price And National Benefit Services
Round Type
Funding Round
United StatesFinancial ServicesFinanceDescription
CAPTRUST Financial Advisors (CAPTRUST) today announced the launch of Direct Fiduciary®, a comprehensive retirement plan solution for small companies, in collaboration with T. Rowe Price and National Benefit Services (NBS). Direct Fiduciary offers plan sponsors the ability to improve plan outcomes, lower costs, and outsource fiduciary responsibilities to industry experts—all while maintaining flexibility as an individual plan.
Quick answer
CAPTRUST raised an undisclosed amount in a Funding Round round, dated September 13, 2021. CAPTRUST is based in United States.
- How much did CAPTRUST raise?
- CAPTRUST raised an undisclosed amount in a Funding Round round on September 13, 2021.
- What does CAPTRUST do?
- CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country.
- Where is CAPTRUST based and how big is it?
- CAPTRUST is based in United States. Fundz records about 1,792 employees.
- Who are the decision-makers at CAPTRUST?
- Fundz holds 1 contact at CAPTRUST. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Financial Services and Finance around the same time
Companies in the same sectors as CAPTRUST that raised within 45 days of this round, from Fundz verified event records.
- Torpago raised $77M on October 28, 2021.
- Paytm raised $121M (Funding Round) on October 27, 2021.
- Navan raised $275M on October 26, 2021.
- Zolve raised $40M (Series A) on October 26, 2021.
- Dhani Services Limited raised $157M (Funding Round) on October 20, 2021.
- Verdata raised $1.4M (Seed) on October 20, 2021.
Who to call at CAPTRUST, and when
A new round usually means CAPTRUST is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day CAPTRUST raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at CAPTRUST, from your own LinkedIn network
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Fundz sees it the moment CAPTRUST raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Related People
CAPTRUST raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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