Skip to main content
Caplight Logo









CAPTRUST

CAPTRUST

Raleigh, North Carolinacaptrust.com

Overview

CAPTRUST is an independent investment advisory firm that provides investment advisory services to retirement plan sponsors, endowments, and foundations, as well as wealth management for high-net-worth individuals and families.

Year Founded

1997

Portfolio Companies

3

Investments

CAPTRUST investments
CompanyDateStageLead
ZOEApr 2025Series BCo-investor
Zoe AgentApr 2025Series BCo-investor
Zoe FinancialApr 2025Series BCo-investor

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

Premium
SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

Book a demo to see full analytics

For institutional investors. Book with your work email.

Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

Book a demo to see full analytics

For institutional investors. Book with your work email.

FAQ

Where is CAPTRUST based?

CAPTRUST is headquartered in Raleigh, North Carolina, United States.

When was CAPTRUST founded?

CAPTRUST was founded in 1997.

How many portfolio companies does CAPTRUST have?

CAPTRUST has 3 portfolio companies in Caplight's dataset.

What are some companies in CAPTRUST's portfolio?

Recent investments visible on Caplight include ZOE, Zoe Agent, Zoe Financial.

What was CAPTRUST's most recent investment?

CAPTRUST's most recent investment on Caplight was in ZOE in 2025.

What sectors does CAPTRUST focus on?

CAPTRUST focuses on FinTech, Healthcare & Life Sciences, Enterprise Software, AI, Data & Cloud Infrastructure, Consumer & Commerce, Enterprise Software.

What company stages does CAPTRUST focus on?

Stage focus information for CAPTRUST is not publicly available.

Firmographic Details

HeadquartersRaleigh, North Carolina
Year Founded1997

Institutional Data Access

Join leading institutional investors using Caplight to access private market data, discover pricing, and execute secondary block trades.

Book a demo

For institutional investors. Book with your work email.

See something wrong or outdated?