Captrust of Greenville
Run a free full auditContact Information
-
Address
1116 S Main St
Greenville, SC 29601 -
Phone
(864) 467-9800 -
Website
captrust.com -
Facebook page
facebook.com/captrustadvisors
Location
About Captrust of Greenville
Captrust is a financial planner in Greenville, SC. They provide financial advisory services to individuals, retirement plan sponsors, and endowments and foundations. Captrust offers wealth management, retirement plan consulting, and investment management, delivering local support backed by the scale and research of a national firm. Their team serves clients across these areas with expertise in OCIO services, donor development, family governance strategies, and more.
At Captrust, they are committed to enriching the lives of their clients through sound financial advice and integrity. The mission is to provide service beyond expectation, reflecting core values such as accountability, integrity, respect, collaboration, and community involvement. Their team comprises experienced professionals who work together to offer comprehensive financial services tailored to each client's needs.
Captrust has a well-optimized website that search engines read cleanly, making it easy for potential clients in Greenville to find them online. Additionally, thorough and well-documented business information is available across the web, ensuring transparency and trustworthiness.
In Greenville, Captrust stands out as a reliable financial planner by combining local expertise with national resources, providing personalized service and comprehensive solutions that meet their clients' unique needs.
Services:
- Co-fiduciary services for retirement plans
- Committee education
- Comprehensive wealth planning
- Comprehensive wealth planning and investment advice
- Fiduciary and risk management services for nonprofits
- Fiduciary services
- Investment advisory services
- Risk management services
Score Summary
BizScoreAI scanned the website captrust.com on September 21, 2026. Captrust of Greenville has a BizScore of 74 out of 100.
- AI Visibility60 out of 100
- SEO84 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 11 of 25 points, Content Readiness 26 of 30 points, AI Trust Signals 18 of 20 points.
Website audit sub-scores (out of 100): On-Page 97, Technical 93, Performance 73, Content 73.
Strengths: 11 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, Rich Schema Types, Google Business Profile Link, Hyperlocal Targeting, Q&A Content, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 7 checks. llms.txt (failed), FAQPage Schema (failed), LocalBusiness Schema (failed), Third-Party Review Links (failed), Speakable Schema (warning), Local Multimedia (warning), Author Signals (warning).
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Browse: Businesses in Greenville, SC · Financial Planner in SC · Businesses in SC
AI engine reads
Read by AI engines 6 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
See the full AI visibility report for this businessContact Captrust of Greenville
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