Jim Underwood is a Senior Director - Portfolio Management at CAPTRUST, whose known portfolio counts 1 company.
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Investment focus
- Sector
- FinTech
- Focus
- Asset ManagerRetirement ConsultingWealth Management
Contacts
Affiliated funds' portfolios
Senior Director - Portfolio Management at CAPTRUST, whose known portfolio counts 1 company
- Zoe Financial
Investor Profile
Founders in the listed sector FinTech, and focus areas Asset Manager, Retirement Consulting and Wealth Management fall inside that listing.
Jim Underwood is listed for Seed and Series A rounds in the database.
The firm portfolio and the focus above give founders context on whether Jim Underwood matches their raise.
Colleagues at CAPTRUST
Showing 20 of 63
Charles Pyke Jr.
Advisor
Stockbridge, United States
Michael Wunderli
Head of Mergers and Acquisitions
Redondo Beach, United States
Wesley Boyce
Principal
Greenville, United States
Michael J. Vogelzang
Chief Investment Officer
Boston, United States
Peter Greaves Tunnell
Investor
Exeter, United States
Zack Sadler
Principal
Atlanta, United States
Michael E. Blair
PRINCIPAL
Charlotte, United States
Kyle Olson
Principal
Minneapolis, United States
Sam Kirby
Senior Director, Investment Strategist
Raleigh, United States
Claude Molosiu
Principal
New York, United States
Mike Gray
Principal
Raleigh, United States
Earle Allen
Principal
Hoboken, United States
Errol A. Hau
Principal
Southfield, United States
Johnny Garrett
Principal and Financial Advisor
Raleigh, United States
Scott Wertheim
Principal
Livingston, United States
Marc Hermer
Senior Director - Client Solutions Group
Raleigh, United States
Emily Wrightson
Principal
New York, United States
Tim Martin
Senior Director
Raleigh, United States
Stephen Schott
Principal and Director
Miami, United States
Heather Shanahan
Financial Advisor
Raleigh, United States
Frequently asked questions
Who is Jim Underwood?
Jim Underwood is a corporate venture investor based in Birmingham, Alabama, United States, listed as Senior Director - Portfolio Management at CAPTRUST. The known portfolio of that firm is one company. That portfolio belongs to the firm, not to Jim Underwood personally.
What does Jim Underwood invest in?
Listed sectors include FinTech; listed focus areas include Asset Manager, Retirement Consulting and Wealth Management. Those tags come from the portfolios of the firms this profile is attached to, so they read as a record of what has been backed rather than a stated preference for what comes next.
What stage does Jim Underwood invest at?
CAPTRUST is listed for Seed and Series A rounds in the database, and Jim Underwood is listed there as Senior Director - Portfolio Management. Stage is the strongest single filter when you build a target list: an investor with no record at your stage rarely starts with you.
Which firm is Jim Underwood listed at?
Jim Underwood is listed as Senior Director - Portfolio Management at CAPTRUST. 63 other people in the database share a firm with Jim Underwood.
How do I contact Jim Underwood?
A LinkedIn page is on file for Jim Underwood. It is readable inside RaiseHunt after you create an account. The database holds no email address and no phone number for this profile.
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Data: RaiseHunt investor dataset · Snapshot 6 September 2026 · How this data is built · Report a correction or request removal