Covenant
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
14643 Dallas Pkwy Ste 320, Dallas, Texas...Phone Number
(214) 361-4458Website
www.covenantmfo.comRevenue
$8.7 MillionIndustry
About Covenant
CAPTRUST provides comprehensive wealth management and investment advisory services tailored to high-net-worth individuals, business owners, families, and nonprofit organizations. Their offerings include fiduciary and risk management services for corporate retirement plans, as well as specialized support for educational institutions, healthcare organizations, and government entities. The firm aims to enrich the lives of clients through sound financial advice and exceptional service. CAPTRUST is committed to addressing the unique needs of its diverse clientele, including professional athletes and families with complex financial situations.Explore more
SIC Code 62,628NAICS Code 52,523Show moreCovenant Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$6.2M
11-50
Private
-
1996
Zachary HornManaging Partner and President, Investment Manager and Shareholder
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CAPTRUST provides comprehensive wealth management and investment advisory services tailored to high-net-worth individuals, business owners, families, and nonprofit organizations. Their offerings include fiduciary and risk management services for corporate retirement plans, as well as specialized support for educational institutions, healthcare orga... Read More