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Captrust Adds Boston-Based RINET, its Eighth Deal in 2021
Captrust is adding Boston-based RINET Company, a firm with $2.2 billion in assets. According to Captrust, the move strengthens its family office services.
United states
Gary savage
Brian rivotto
Rebecca pouliot
Bellwood associates
Boston private bank
Cammack retirement group
Private bank
Rush benton
Boston advisor
Retirement group
Boston advisors
Family offices
Covenant family offices
RIA Buyers Move Upstream as M&A Continues to Shatter Records
Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, according to DeVoe & Company.
United states
David devoe
Devoe company
Wealth enhancement group
Captrust financial advisor
Covenant family offices
Captrust Acquires $2 6B Texas RIA Covenant Family Offices
The Covenant deal, Captrust’s seventh so far this year, continues its strategy of combining retirement plan services with wealth planning.
United states
San antonio
Oklahoma city
David devoe
Barry beal
Karl eggerss
John eadie
Bellwood associates
Devoe company
Wealth enhancement group
Captrust financial advisors
Covenant family offices
Justin pawl
South texas money management
San antonio based
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