What Danda Trouve does

Danda Trouvé is a privately held money management firm headquartered in Prairie Village, Kansas, that provides financial advice and investment management services. The firm was founded in 1987 by James J. Danda, who serves as President, and operates with a small team of 1–10 employees, consistent with a boutique, relationship-driven advisory practice rather than a scaled platform. Its service offering centers on personal financial advisory and investment management for individual clients, though no specific product modules, fee schedules, AUM figures, or client counts are publicly disclosed in the source materials.

The firm's operating geography is the U.S., with its principal presence in the Kansas City metropolitan area via the Prairie Village office. The business operates as a for-profit private entity with no disclosed parent company, institutional investors, funding rounds, subsidiaries, or M&A activity. The firm maintains a standalone web presence at dandatrouve.com and a single Kansas-based contact channel, with no app, API, integrations, AI/ML capabilities, patents, certifications, or strategic partnerships documented in the input data.

The revenue model is not explicitly described but is implied to be recurring advisory fees on managed assets, the standard monetization structure for U.S. RIAs of this size and vintage. No go-to-market segmentation, named customer logos, awards, regulatory actions, or leadership transitions beyond the founder were identified, leaving the firmographic and operational profile lean.

Name

Danda Trouve

Legal name

CAPTRUST

Website

https://dandatrouve.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

1–10 employees

Short description

Danda Trouvé is a privately held, boutique money management and financial advisory firm based in Prairie Village, Kansas, founded in 1987 by James J. Danda. The firm provides investment management and financial advice to individual clients using a small 1–10 person team.

Ownership category

akta.pro rank

Headquarters

HQ city

Prairie Village

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Wealth Management & Advisory Services: CAPTRUST generates revenue through comprehensive wealth planning and investment advisory services provided to high-net-worth individuals, families, business owners, retirement plan sponsors, and nonprofit organizations. Services include investment management, fiduciary services, risk management, OCIO (Outsourced Chief Investment Officer) support, and financial planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Danda Trouvé is a money management firm that provides financial advice and investment management services. Founded in 1987 and based in Prairie Village, United States, the firm serves individual clients and operates with a small team of 1-10 employees focused on personal financial advisory engagements.

Product overview

Danda Trouvé is referenced as Michelle Trouvé, Principal | Financial Advisor at CAPTRUST's Leawood, KS location. The source data pertains to CAPTRUST's financial advisory services including wealth management for high-net-worth individuals, business owners, and families; investment advisory for corporate retirement plans; and endowment and foundation services for nonprofits. Specific services include OCIO support, performance reporting, donor stewardship consulting, investment oversight, multigenerational wealth strategies, custom investment plans, 3(21) and 3(38) fiduciary guidance, OCIO solutions, employee education, and plan optimization strategies. No specific named product modules are detailed for Danda Trouvé's individual offerings.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advice and Investment Management

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves1 record

Direct peers

• Mercer Advisors: National RIA focused on HNW individuals, families, and institutions with comprehensive wealth management, investment advisory, and retirement plan services. Comparable service mix and target segments, with a roll-up acquisition model targeting practices similar in size to Danda Trouve.
• Creative Planning: Overland Park, KS-headquartered RIA offering comprehensive wealth management, retirement plan services, and investment advisory to individuals, families, and institutions. Closely comparable geographic and segment overlap, with significantly greater scale and brand recognition.
• Hightower Advisors: National RIA partnership platform serving HNW individuals, families, retirement plan sponsors, and institutional clients with wealth management, investment advisory, and OCIO services. Comparable business model and client segments; provides an alternative platform affiliation model to CAPTRUST.
• Edelman Financial Engines: Large U.S. RIA serving individuals, families, and retirement plan participants with investment advisory and wealth management services. Comparable in segment breadth (retail HNW + retirement plans) and represents scaled competition for both the subject firm's client base and any future acquirer.
• Mariner Wealth Advisors: Overland Park, KS-based RIA serving HNW individuals, families, retirement plan sponsors, and endowments/foundations. Directly comparable in target market, service mix (wealth, retirement, institutional OCIO), and Midwest regional footprint, though at substantially larger scale.

Broad incumbents

• LPL Financial: Largest U.S. independent broker-dealer and RIA custodian supporting thousands of small advisory practices. Comparable as an alternative host platform for a 1-10 person financial advisory practice; represents the broader independent-channel competitive set.
• Focus Financial Partners: National partnership and acquirer of small/mid-market RIAs. While the subject firm is currently within the CAPTRUST ecosystem, Focus represents the largest consolidator of comparable independent practices and the most natural alternative platform for a 1-10 person RIA seeking scale.
• Cetera Financial Group: Independent advisor platform supporting small/mid-market wealth management and advisory practices serving individuals, retirement plans, and institutions. Comparable in that it hosts sub-advisor practices much like Danda Trouve operates within CAPTRUST.
• CAPTRUST: National RIA platform through which Danda Trouve delivers its services. CAPTRUST provides the OCIO, fiduciary, wealth management, and retirement plan infrastructure referenced throughout the source data; it is the broader incumbent under which the subject firm operates.
• Charles Schwab (Independent Advisor Services): Schwab's independent advisor custody and services arm supports thousands of small RIAs similar in size and business model to Danda Trouve. While Schwab is best known as a custodian, its Schwab Advisor Services segment is the dominant infrastructure provider to the same small-RIA competitive set.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xtwitter.com/captrust
• Facebookfacebook.com/captrustadvisors
• LinkedInlinkedin.com/company/danda-trouve-investment-management-inc.

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Danda Trouve