Frontier Wealth Management
Frontier Wealth Management, founded in 2007 and acquired by CAPTRUST, provided fee-based wealth planning, investment advisory, and retirement plan fiduciary services to high-net-worth individuals, executives, families, and nonprofit organizations across six locations in five states.
- Company typePrivate
- Founded2007
- HeadquartersAlbany, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Frontier Wealth Management does
Frontier Wealth Management was a private wealth management firm founded in 2007 and headquartered in Albany, Georgia, that has been acquired by and now operates under CAPTRUST. The firm provided three integrated service lines: wealth management for high-net-worth individuals, executives, business owners, families, and professional athletes; investment advisory and co-fiduciary services for corporate, educational, healthcare, nonprofit, and government retirement plan sponsors; and endowment and foundation management for nonprofits, healthcare/educational institutions, religious organizations, foundations, and cultural institutions. It operated six physical offices across five states (Missouri, Georgia, Nebraska, Kansas, and Colorado), each now carrying the "Frontier | CAPTRUST" brand.
The firm ran a fee-based, subscription-style advisory model billed annually, with pricing tailored to client profile and assets under management; specific pricing is not publicly disclosed and contracts are quote-based. Go-to-market was sales-led via direct field advisors at office locations, supplemented by referral networks, digital content (articles, podcasts, webinars), the VESTED thought-leadership magazine, SEO, and LinkedIn/Facebook presence. Customer acquisition forms on the CAPTRUST website segment leads across all major client types and disclose investable asset tiers from under $1M to over $20M.
Frontier's underlying technology stack is not disclosed in the source material, and there is no evidence of proprietary platforms, AI/ML capabilities, or APIs. The competitive position rests on the CAPTRUST brand reputation, personalized advisor relationships across multiple regional offices, and a broad segment mix spanning individuals to institutional retirement plans and nonprofit endowments. Post-acquisition, Frontier's growth, footprint, and service breadth now roll up into CAPTRUST's national platform, which publicly markets an active acquisitions strategy.
Frontier Wealth Management firmographics
Firmographics- Name
- Frontier Wealth Management
- Legal name
- CAPTRUST
- Website
- https://frontierwealth.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- Frontier Wealth Management, founded in 2007 and acquired by CAPTRUST, provided fee-based wealth planning, investment advisory, and retirement plan fiduciary services to high-net-worth individuals, executives, families, and nonprofit organizations across six locations in five states.
- Ownership category
- akta.pro rank
Frontier Wealth Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)
- akta.pro secondary industries
- Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Frontier Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Albany
- HQ country
- United States
- HQ region
- North America
Offices6 records
Markets served
Frontier Wealth Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Advisory and Wealth Management Services: Fee-based advisory services for wealth management, investment advisory, and fiduciary services targeting high-net-worth individuals, business owners, families, corporate retirement plans, endowments and foundations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom advisory services based on client profile and assets |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Frontier Wealth Management product offering
Product offeringCore offering
Frontier Wealth Management delivers fee-based wealth management, investment advisory, and fiduciary services to high-net-worth individuals, families, executives, and professional athletes. It also provides co-fiduciary retirement plan advisory services to corporate, educational, healthcare, nonprofit, and government plan sponsors, and investment, fiduciary, and risk management services to nonprofit endowments and foundations.
Product overview
Frontier Wealth Management, now part of CAPTRUST, operates as a unified wealth management platform offering three core service lines: Wealth Management Services for high-net-worth individuals, families, and professional athletes; Investment Advisory Services for corporate retirement plan sponsors; and Endowment & Foundation Management for nonprofits. The firm also offers VESTED, a content platform. These services work together to provide comprehensive financial advice across individual, institutional, and nonprofit segments, unified under the CAPTRUST brand.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Services Comprehensive wealth planning and investment advice tailored to high-net-worth individuals, business owners, executives, families with complex needs, and professional athletes, covering investment management, tax and estate planning, and multi-generational wealth transfer.
- Investment Advisory Services for Retirement Plan Sponsors Co-fiduciary and investment advisory services that help corporate, educational, healthcare, nonprofit, and government plan sponsors deliver more effective total retirement solutions, including 401(k) and other qualified plan management.
- Endowment and Foundation Management Investment, fiduciary, and risk management services specifically designed for nonprofit organizations, including healthcare and educational endowments, community and private foundations, religious organizations, membership organizations, and cultural and social services organizations.
Companies that use Frontier Wealth Management
Customer profileSegments14 records
Ideal customer profiles3 records
Frontier Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Frontier Wealth Management partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights5 records
Frontier Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Carson Group: RIA and coaching platform offering wealth management, retirement plan advisory, and institutional services to individuals, businesses, and advisors nationwide. Comparable in its mix of HNW advice, retirement plan services, and growth-via-acquisition strategy similar to CAPTRUST's.
- CAPTRUST: Frontier's acquirer and now operating parent. CAPTRUST is a national RIA offering the same three-pillar platform (HNW wealth management, retirement plan advisory, endowment and foundation services) that Frontier delivers; Frontier is now a regional subset of CAPTRUST's footprint, making it the closest direct comparator.
- Creative Planning: Major U.S. RIA delivering comprehensive wealth management, retirement plan services, and institutional investment advice to HNW individuals, families, and corporate plans. Comparable in scale and service breadth to the combined CAPTRUST/Frontier platform.
- HighTower Advisors: National RIA platform serving HNW individuals, families, retirement plan sponsors, and institutional clients via partner firms. Comparable business model to the combined CAPTRUST/Frontier platform with overlapping service lines and target segments.
- Mercer Advisors: National RIA specializing in HNW wealth management, retirement plan consulting, and family office services with offices across multiple U.S. regions. Directly comparable to Frontier's HNW, retirement, and nonprofit service mix.
- Focus Financial Partners: RIA aggregator and partnership network of independent wealth management firms serving HNW clients, retirement plans, and endowments. CAPTRUST itself operates within a comparable consolidation model, and Focus partner firms directly compete for similar mandates and advisor talent.
- Edelman Financial Engines: Large U.S. RIA combining HNW wealth advisory with corporate retirement plan services and institutional-grade investment solutions. A credible substitute for Frontier on retirement plan and HNW mandates nationwide.
- Moneta Group: Mid-to-large U.S. RIA providing fee-only wealth management, retirement plan advisory, and family office services to HNW clients. Comparable fee-based subscription model and multi-office regional presence similar to Frontier's six-office footprint.
- Mariner Wealth Advisors: Large national RIA serving HNW individuals, families, retirement plan sponsors, and endowments/foundations with fee-based advisory. Operates a multi-office model across the U.S. comparable to CAPTRUST/Frontier, and is a credible substitute on HNW and institutional RFPs.
Emerging players
- Commonfund: Specialist investment advisor to nonprofits, endowments, and foundations, providing outsourced CIO and investment management services. Directly comparable to Frontier's Endowment & Foundation Management line and a likely peer on nonprofit RFPs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Frontier Wealth Management social profiles
Digital presenceFrontier Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Frontier Wealth Management leadership team
Management profileNumber of profiles
Frontier Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Frontier Wealth Management 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 Frontier Wealth Management
What does Frontier Wealth Management do?
Frontier Wealth Management delivers fee-based wealth management, investment advisory, and fiduciary services to high-net-worth individuals, families, executives, and professional athletes. It also provides co-fiduciary retirement plan advisory services to corporate, educational, healthcare, nonprofit, and government plan sponsors, and investment, fiduciary, and risk management services to nonprofit endowments and foundations.
Is Frontier Wealth Management a public or private company?
Frontier Wealth Management is a private company. It is classified as unknown and is currently acquired.
When was Frontier Wealth Management founded?
Frontier Wealth Management was founded in 2007. It employs 11 to 50 people.
Where is Frontier Wealth Management based?
Frontier Wealth Management is headquartered in Albany, United States, in the North America region.
How does Frontier Wealth Management make money?
One revenue line is on record: advisory and Wealth Management Services.
Who are Frontier Wealth Management's main competitors?
Broad incumbents on record are Carson Group, CAPTRUST, Creative Planning, HighTower Advisors, Mercer Advisors, Focus Financial Partners, Edelman Financial Engines, Moneta Group and Mariner Wealth Advisors. Commonfund is listed as an emerging player.
Does Frontier Wealth Management have an API?
No public API is recorded for Frontier Wealth Management.
What industry is Frontier Wealth Management in?
Frontier Wealth Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight), with a secondary code of FSAAABAH, Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments). Its NAICS code is 523940 and its SIC code is 6282.