CAPTRUST
4208 Six Forks Road, Suite 1700, Raleigh, NC, 27609, United States
Overview
CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.
- Total investments
- 1
- Lead investments
- 0
- Investments · 12mo
- 0
- Active investors
- 8
Sector focus
- Consulting
- Customer Service
- Financial Services
- Retirement
- Wealth Management
Investment portfolio
- Zoe Financial
Participated · Series B · May 2025
Zoe Financial offers a digital platform that streamlines every step of wealth management for investors while supporting RIAs with business development and operational tools. Its technology bundles account opening, funding, automated rebalancing, direct indexing, and commission-free fractional trading into one integrated experience. For advisors, Zoe provides outsourced lead generation, a client-referral marketplace, and white-labeled solutions to help them scale faster. Led by CEO and founder Andres Garcia-Amaya, CFA, the company positions itself as both a client acquisition engine and an operational backbone for independent advisory firms. The recently raised capital will be used to broaden the Wealth Platform’s capabilities and expand headcount. Since inception, Zoe has secured a total of $45 million in venture funding, underscoring investor confidence in its RIA-focused marketplace model. No user or revenue figures were disclosed in the article.