What do our labels mean?
Certified B Corporation
Caprock specializes in offering tailored wealth management solutions designed for ultra-high-net-worth individuals, families, and select foundations. Serving as an outsourced chief investment officer (CIO) and chief financial officer (CFO), the firm stands as a dedicated advisor covering entire balance sheets. Their services emphasize a partnership approach, focusing on trust and personalized financial guidance.
About Caprock
- Status
- Unverified
- Website
- Visit Website
- Employees
- 5 - 25
- Country
- United States
Evidence