The Caprock Group Overview
- Year Founded
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2005
- Status
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Private
- Employees
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106
- Latest Deal Type
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PE Growth
- Financing Rounds
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4
- Investments
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9
The Caprock Group General Information
Description
Provider of multi-family office and investment intended for advisory services. The company engages in developing customized wealth strategies for individuals and families who don't have the bandwidth or expertise to do it on their own, enabling clients to protect and grow their wealth.
Contact Information
Website
www.caprock.comCorporate Office
- 800 West Main Street
- Suite 1150
- Boise, ID 83702
- United States
Corporate Office
- 800 West Main Street
- Suite 1150
- Boise, ID 83702
- United States
The Caprock Group Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
The Caprock Group Comparisons
Industry
Financing
Details
The Caprock Group Competitors (23)
One of The Caprock Group’s 23 competitors is Brown Advisory, a Formerly PE-Backed company based in Baltimore, MD.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Brown Advisory | Formerly PE-Backed | Baltimore, MD | ||||
| Sonen Capital | Corporate Backed or Acquired | San Francisco, CA | ||||
| Collier, Sustainable Wealth Management | Corporation | Seattle, WA | ||||
| Fiat Wealth Management | Corporation | Wayzata, MN | ||||
| Broad Wealth Management | Corporation | Rye, NY |
The Caprock Group Patents
The Caprock Group Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20160371614-A1 | Platform for managing resources | Inactive | 16-Jun-2015 | ||
| WO-2016205557-A1 | Platform for managing resources | Inactive | 16-Jun-2015 |
The Caprock Group Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
The Caprock Group Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
The Caprock Group Investments & Acquisitions (9)
The Caprock Group’s most recent deal was a Buyout/LBO with Venturi Private Wealth. The deal was made on 14-Jul-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Venturi Private Wealth | 14-Jul-2026 | Buyout/LBO | Private Equity | ||
| Overland AI | 31-Jan-2025 | Early Stage VC | Aerospace and Defense | ||
| Grey Street Capital | 19-Mar-2024 | Merger/Acquisition | Asset Management | ||
| Airspace Link | 10-Jun-2022 | Early Stage VC | Business/Productivity Software | ||
| ICICI Bank | 19-Aug-2017 | PIPE | Other Commercial Banks |
The Caprock Group Exits (3)
The Caprock Group’s most recent exit was on 25-Jun-2017 from Cadence Design Systems. The exit was categorized as with 5 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Cadence Design Systems | 25-Jun-2017 | Completed |
|
||
| Cradlepoint | 13-Apr-2015 | Completed |
|
||
| VisitPay | 15-Sep-2014 | Early Stage VC | Completed |
|
The Caprock Group Affiliates
Subsidiaries (2)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Venturi Private Wealth | Austin, TX | 2015 | |
| Caprock Management | Boise, ID | 2007 |
The Caprock Group FAQs
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When was The Caprock Group founded?
The Caprock Group was founded in 2005.
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Where is The Caprock Group headquartered?
The Caprock Group is headquartered in Boise, ID.
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What is the size of The Caprock Group?
The Caprock Group has 106 total employees.
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What industry is The Caprock Group in?
The Caprock Group’s primary industry is Other Financial Services.
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Is The Caprock Group a private or public company?
The Caprock Group is a Private company.
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What is The Caprock Group’s current revenue?
The current revenue for The Caprock Group is .
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How much funding has The Caprock Group raised over time?
The Caprock Group has raised $26.2M.
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Who are The Caprock Group’s investors?
Access Ventures has invested in The Caprock Group.
-
Who are The Caprock Group’s competitors?
Brown Advisory, Sonen Capital, Collier, Sustainable Wealth Management, Fiat Wealth Management, and Broad Wealth Management are some of the 23 competitors of The Caprock Group.
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