CAPTRUST Tech Stack

Independent retirement plan and investment advisory firm serving institutions and high-net-worth clients

Financial Services Raleigh, NC 1,001–5,000 employees Privately Held

CAPTRUST is a financial advisory firm built around retirement plan sponsorship, institutional investment management, and wealth planning for executives and foundations. The tech stack is heavily Microsoft-centric (Office, Azure, Dynamics 365, Power Platform) with Salesforce and HubSpot layered on top — a pattern typical of advisory firms managing client relationships and compliance workflows at scale. Hiring skews heavily toward finance and senior roles, with active recruitment focused on client conversion and new-client onboarding processes, suggesting capacity constraints in the advisory pipeline.

Tech Stack 45 technologies

Core StackAzure Functions C# TypeScript Salesforce HubSpot Power Platform Power Apps Power Automate React QuickBooks Power BI Dynamics 365 DocuSign Microsoft Office Excel Word PowerPoint Microsoft Access SharePoint Outlook PDF Azure Azure Logic Apps SQL Git Microsoft Dynamics 365 CCH Axcess Lacerte Quicken CCH ProSystem fx+15 more

What CAPTRUST Is Building

◆Challenges

Retaining institutional client relationships
Tight deadlines
Acquiring new clients
Client conversion and transition
Ensuring client satisfaction
Improving efficiency of team deliverables
Legal risk mitigation
Expanding institutional consulting practice
Recruiting top-tier financial advisors
Building advisor bench strength

▲Active Projects

Client conversion/transition process
Sales presentations and rfp responses
Sales presentation development
Quarterly and ad-hoc client reports
Quarterly data collection and auditing
Report development
New client onboarding
Client conversion process
Quarterly client reporting
Marketing initiatives to cultivate new client opportunities

Hiring Activity

Steady140 roles · 55 in 30d

Department

Finance

Sales

Support

Legal

Engineering

Marketing

Ops

Seniority

Senior

Mid

Manager

Intern

Junior

Lead

Notable leadership hires: Team Lead

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About CAPTRUST

CAPTRUST Financial Advisors, headquartered in Raleigh, NC, is one of the largest independent retirement plan and investment advisory firms in the country. The firm serves retirement plan sponsors, endowments, foundations, institutional investors, executives, and high-net-worth individuals through consultative advisory services. Service lines include retirement plan advisory, discretionary investment management, nonqualified planning, provider selection and fee benchmarking, participant education, and fiduciary process management. The organization operates with 1,001–5,000 employees across finance, sales, support, and administrative functions.

HeadquartersRaleigh, NC

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does CAPTRUST use?

Microsoft Office suite (Excel, Word, PowerPoint, Access, Outlook), Azure cloud, C# and TypeScript for development, Salesforce and Dynamics 365 for CRM, HubSpot for marketing automation, Power Platform (Power Apps, Power Automate) for workflow automation, React for front-end, and CCH Axcess/Lacerte/QuickBooks for financial and tax operations.

What is CAPTRUST working on?

Primary initiatives include client conversion and transition processes, new client onboarding, quarterly client reporting and data auditing, sales presentation development and RFP responses, and marketing campaigns to cultivate institutional client opportunities.