The Work Index by Flexa

Caprock

Caprock is a private investment and multi-family office that provides wealth management services for high-net-worth clients.

https://caprock.com/
4.8

/10

Transparency ranking

Work at Caprock?

Tell us what we're missing about working at Caprock so we can make the job search more transparent for everyone.

Tell us what it's like to work at Caprock!

Description

Caprock is a private investment and multi-family office that provides wealth management services to high-net-worth clients. They are headquartered in Boise, Idaho, and have offices across the United States. Caprock distinguishes itself by offering a holistic, client-centric approach to wealth management, going beyond simple investment execution to manage entire balance sheets and aligning assets with clients' personal and financial goals.

Their focus on private markets, impact investing, and integrated wealth management sets them apart from traditional advisors. Caprock has been a B Corp since its founding in 2005, demonstrating its commitment to transparency, accountability, and social responsibility. They have a team of experienced professionals with diverse backgrounds, including former athletes, entrepreneurs, and financial experts. Their core values are aligned with helping clients achieve their financial goals and creating a positive impact on the world.

Flexibility

Caprock provides employees with the opportunity to work from multiple locations across the United States. Their team is strategically positioned in Boise, Seattle, San Jose, Newport Beach, Park City, New York, Austin, Chicago, Scottsdale, Winter Park, and Denver, allowing employees to choose a location that best suits their lifestyle and needs. The company values work-life balance and offers flexible work arrangements to support employee well-being.

Mission

Caprock is a private investment and multi-family office that provides wealth management services to high-net-worth clients. The company's mission is to deliver clarity and unlock highly desirable opportunities for its clients by managing their entire balance sheet and holistically orienting themselves to every facet of their personal and financial life. They believe in a bespoke approach that aligns their clients' wealth with their vision, providing access to exclusive investment opportunities across various asset classes, including private markets.

Disruptor
Social impact led

Culture

Caprock promotes a culture of collaboration, expertise, and client-centricity. The company emphasizes a team approach to wealth management, bringing together individuals with diverse backgrounds and experience to serve clients' needs. This commitment to collaboration extends to both internal teams and external clients, fostering a collaborative and supportive environment. Caprock's dedication to serving clients is further reflected in their focus on transparency, accountability, and performance, evident in their B Corp status and their efforts to provide high-quality financial advice.

Entrepreneurial
People-first
Progressive

DE&I

Caprock emphasizes a culture of inclusivity, demonstrated by their diverse workforce and commitment to fostering a welcoming and equitable environment. They believe in creating a workplace where everyone feels valued and respected, regardless of background or identity. This commitment is reflected in their diverse team, which includes individuals from various industries, backgrounds, and expertise. Caprock strives to create a sense of belonging and provide opportunities for all employees to succeed and contribute their unique talents.

Similar companies. But verified.

Empolyee verified