CAPTRUST Acquires Omega Wealth Partners
Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.
Tag: CAPTRUST
Advisory M&A
CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments
New research shows organizations often overlook alternative assets, ESG and DEI.