Certified by Founder Lodge
CAPTRUST
United States - Raleigh, NC
INVESTOR
1 Disclosed Funding Rounds $30,000,000
1 Participating Investments
-
Operating Status
Active
-
Last Funding Type
Seed
-
Company Type
For Profit
- Website
- Contact
- Social Links
CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. We specialize in providing consultat
| Company | Date | Round | Raised |
|---|---|---|---|
 Zoe Financial |
May, 02 ,2025 | Series B | $30,000,000 |
Founderpath
Truework
Finix
Farther
TeamApt Inc.
PaleBlueDot AI | $150,000,000 | (Jan 30, 2026)
WealthAi | $1,000,000 | (Jan 30, 2026)
Datalinx AI | $4,200,000 | (Jan 30, 2026)
Ressio Software | Undisclosed Amount | (Jan 30, 2026)
Checkbox | $23,000,000 | (Jan 30, 2026)
