RINET Company
RINET Company is a Boston-based financial advisory firm providing wealth management, retirement plan, and endowment/foundation services to individuals, families, corporate plan sponsors, and nonprofit institutions across Massachusetts.
- Company typePrivate
- Founded1974
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What RINET Company does
RINET Company is a Boston-based financial services firm providing financial planning and wealth management services, operating as part of a multi-office advisory platform (commercially branded CAPTRUST). The firm delivers three core service lines: Investment Advisory Services for individuals, families, executives, business owners, and professional athletes; Retirement Plan Services offering 3(21), 3(38), and OCIO fiduciary mandates plus plan design and financial wellness programs; and Endowment & Foundation Services for nonprofit organizations including healthcare, education, community/religious, and cultural institutions.
The firm's underlying technology is described as standard financial planning platforms and tools with digital account access through its website, alongside proprietary content assets such as the VESTED magazine, podcasts, webinars, and an institutional RFP submission portal. There is no indication of proprietary technology, patents, or AI/ML-driven platforms in the source data.
Commercially, RINET generates revenue through asset-based advisory fees tied to client AUM and fixed advisory retainers for institutional clients. Its go-to-market combines field-based financial advisors operating from local offices, a guided expert contact form segmenting prospects by investor type and asset tier, organic SEO and social channels (LinkedIn, Facebook), referral programs, and thought-leadership content. The customer base spans thousands of organizations across retirement plan sponsors, nonprofit endowments/foundations, and high-net-worth individuals and families, with the Boston office located at One Liberty Square (13th Floor, Boston, MA 02109) and operating alongside nearby Massachusetts locations in Boston (State Street), Foxborough, and Newton.
RINET Company firmographics
Firmographics- Name
- RINET Company
- Legal name
- CAPTRUST
- Website
- https://rinetco.com
- Company type
- Private
- Founded year
- 1974
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- RINET Company is a Boston-based financial advisory firm providing wealth management, retirement plan, and endowment/foundation services to individuals, families, corporate plan sponsors, and nonprofit institutions across Massachusetts.
- Ownership category
- akta.pro rank
RINET Company industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where RINET Company is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
RINET Company business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory and Wealth Management Services: CAPTRUST generates revenue through investment advisory fees, fiduciary services, and wealth management consulting. The firm provides services to individual investors, retirement plan sponsors, and institutional clients including endowments and foundations. Revenue is likely generated through a combination of asset-based fees (percentage of assets under management) and fixed advisory retainers for institutional clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Asset-based advisory services for individuals and families |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
RINET Company product offering
Product offeringCore offering
RINET Company (operating as CAPTRUST in Boston) provides comprehensive wealth management, investment advisory, and fiduciary services to individuals, families, retirement plan sponsors, and endowment & foundation leaders. Core offerings include investment advisory and co-fiduciary services, retirement plan solutions (3(21), 3(38), OCIO), and nonprofit endowment/foundation investment management.
Product overview
CAPTRUST offers a unified wealth management and financial advisory platform providing investment advisory, retirement plan services, and endowment & foundation management. The core offerings include investment advisory services for individuals and institutions, Retirement Plan Services featuring 3(21), 3(38), and OCIO services, plus Endowment & Foundation Services for nonprofit organizations. VESTED serves as the company's financial publication and magazine.
Differentiator
Problem solved
Functional benefit
Brands
- VESTED: A platform or service offered by CAPTRUST, mentioned in the navigation menu and 'How did you hear about us?' options.
Products and services
- Investment Advisory Services
Companies that use RINET Company
Customer profileSegments3 records
Ideal customer profiles3 records
RINET Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
RINET Company partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights5 records
RINET Company competitors and assessment
Company assessmentDirect peers
- CAPTRUST: Large U.S. RIA offering 3(21)/3(38)/OCIO fiduciary services to retirement plan sponsors, endowments, and HNW individuals. Closely mirrors the subject firm's three-pillar service model and target segments.
- Ballentine Partners: Boston-area multi-family office and RIA of similar scale serving HNW individuals, families, and institutional clients with comprehensive wealth planning and investment advisory. Same geography, same client mix.
- Buckingham Strategic Partners: Mid-sized RIA focused on financial planning-led wealth management serving individuals, families, and retirement plans. Comparable service model and scale.
- Glenmede: Privately held RIA/trust company serving HNW families, foundations, and endowments with discretionary portfolio management and wealth planning. Similar fiduciary-first positioning.
- Mercer Advisors: PE-backed RIA consolidator providing financial planning, investment management, and retirement plan services to individuals and institutions nationwide. Same tri-segment model.
- Cresset Capital: PE-backed multi-family office serving HNW families, foundations, and institutional clients with wealth planning and OCIO services. Similar scale and service breadth.
- Waldron Private Wealth: Mid-sized RIA serving HNW families, foundations, and retirement plan sponsors with comprehensive wealth and investment advisory. Similar size, segment mix, and fiduciary-first positioning.
Broad incumbents
- Bessemer Trust: Large multi-family office serving UHNW families, endowments, and foundations with investment advisory and wealth planning. Overlapping capabilities but at higher AUM tier.
- Brown Brothers Harriman Wealth Management: Historic private bank's wealth management division providing investment advisory, trust, and estate services to HNW individuals and institutions. Overlapping RIA offerings within a broader banking franchise.
- Cambridge Associates: Large institutional investment consultant and OCIO provider serving endowments, foundations, and pensions. Overlaps specifically with the subject firm's endowment/foundation/OCIO practice.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
RINET Company social profiles
Digital presenceRINET Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
RINET Company leadership team
Management profileNumber of profiles
Profiles12 records
RINET Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
RINET Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about RINET Company
What does RINET Company do?
RINET Company (operating as CAPTRUST in Boston) provides comprehensive wealth management, investment advisory, and fiduciary services to individuals, families, retirement plan sponsors, and endowment & foundation leaders. Core offerings include investment advisory and co-fiduciary services, retirement plan solutions (3(21), 3(38), OCIO), and nonprofit endowment/foundation investment management.
Is RINET Company a public or private company?
RINET Company is a private company. It is classified as unknown and is currently operating.
When was RINET Company founded?
RINET Company was founded in 1974. It employs 11 to 50 people.
Where is RINET Company based?
RINET Company is headquartered in Boston, United States, in the North America region.
How does RINET Company make money?
One revenue line is on record: investment Advisory and Wealth Management Services.
Who are RINET Company's main competitors?
Direct peers on record are CAPTRUST, Ballentine Partners, Buckingham Strategic Partners, Glenmede, Mercer Advisors, Cresset Capital and Waldron Private Wealth. Broad incumbents are Bessemer Trust, Brown Brothers Harriman Wealth Management and Cambridge Associates.
Does RINET Company have an API?
No public API is recorded for RINET Company.
What industry is RINET Company in?
RINET Company's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.