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CapTrust Financial Advisors Revenue and Competitors

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Holland, MI

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • CapTrust Financial Advisors's estimated annual revenue is currently $2.1M per year.(i)
  • CapTrust Financial Advisors's estimated revenue per employee is $105,000

Employee Data

  • CapTrust Financial Advisors has 20 Employees.(i)
  • CapTrust Financial Advisors grew their employee count by 5% last year.

CapTrust Financial Advisors's People

NameTitleEmail/Phone
1
Director OperationsReveal Email/Phone
2
Relationship ManagerReveal Email/Phone
3
Relationship ManagerReveal Email/Phone
4
Advisor / PartnerReveal Email/Phone
5
Advisor, CEOReveal Email/Phone
6
Financial Planning SpecialistReveal Email/Phone
7
Advisor, PartnerReveal Email/Phone
8
Tax and Estate SpecialistReveal Email/Phone
9
Advisor, FounderReveal Email/Phone
10
Advisor, PartnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$24.8M118-2%N/AN/A
#2
$3.5M24-14%N/AN/A
#3
$0.1M620%N/AN/A
#4
$8.4M500%N/AN/A
#5
$8.4M5043%N/AN/A
#6
$0.1M1-50%N/AN/A
#7
$8.1M4833%N/AN/A
#8
$1.5M12N/AN/AN/A
#9
$27.3M1305%N/AN/A
#10
$120.8M46016%N/AN/A
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What Is CapTrust Financial Advisors?

In a confusing world saturated with information and conflicting advice, we are here to help guide you to a better and more secure financial future. With over 20 years of experience increasing the confidence in the lives of our clients to face an uncertain world, we would welcome the opportunity to serve you. Contact us to further explore wealth planning and investment strategies to advance the life you want to live and to attain the confidence you deserve. CapTrust Financial Advisors (CapTrust) is a Registered Investment Advisor (“RIA”) located in the State of Michigan. CapTrust provides investment advisory services and related services for clients nationally. CapTrust will maintain all applicable registrations and licenses as required by the various states in which CapTrust conducts business. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

keywords:N/A

N/A

Total Funding

20

Number of Employees

$2.1M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$2M2018%N/A
#2
$5.3M21-12%N/A
#3
$5.3M23-26%N/A
#4
N/A23-74%N/A
#5
$5.7M259%N/A