Caprock provides customized wealth solutions for ultra-high-net-worth individuals, families and select foundations. The firm acts as an outsourced chief investment officer and chief financial officer, serving as a trusted partner for those who seek advice on the entirety of their balance sheet.
Keywords: advisor, wealth, financial, multi-family office, financial services, wealth management, impact, impact investing
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 93
