Pennsylvania Trust Revenue and Competitors

Radnor, PA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Pennsylvania Trust's estimated annual revenue is currently $7.1M per year.(i)
  • Pennsylvania Trust's estimated revenue per employee is $181,600

Employee Data

  • Pennsylvania Trust has 39 Employees.(i)
  • Pennsylvania Trust grew their employee count by -5% last year.

Pennsylvania Trust's People

NameTitleEmail/Phone
1
EVP, Chief Fiduciary Officer, and General CounselReveal Email/Phone
2
SVPReveal Email/Phone
3
SVPReveal Email/Phone
4
SVPReveal Email/Phone
5
SVPReveal Email/Phone
6
Trust OfficerReveal Email/Phone
7
VP, Tax AdministrationReveal Email/Phone
8
VP Tax ServicesReveal Email/Phone
9
SVP, Director Marketing and Client DevelopmentReveal Email/Phone
10
Account AdministratorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$14.3M7023%N/AN/A
#2
$36M144-3%N/AN/A
#3
$6.9M386%N/AN/A
#4
$7.8M455%N/AN/A
#5
$3.3M21-5%N/AN/A
#6
$2M157%N/AN/A
#7
$25.9M114-3%N/AN/A
#8
$7.1M39-5%N/AN/A
#9
$5880M61074%$400MN/A
#10
$19.3M85-30%N/AN/A
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What Is Pennsylvania Trust?

For over 30 years, Pennsylvania Trust has been helping individuals, families, and nonprofit organizations preserve and grow their wealth. Our expert professionals provide integrated and tailored investment, financial planning, tax, trust, estate, and philanthropic solutions that make our clients lives easier, giving them peace of mind and contributing to their overall wellbeing. At Pennsylvania Trust, we believe our clients investment objectives are most effectively realized through asset allocation, diversification and risk control. Accordingly, we offer our clients separately managed portfolios, employing a variety of strategies utilizing individual securities, mutual funds, and ETFs. When appropriate, we augment our client portfolios with alternative investments, such as private equity, further enhancing diversification while improving the potential for competitive long-term returns. Pennsylvania Trust is recognized for its award-winning fiduciary services for individuals and families. Guided by established fiduciary standards, we are dedicated to serving our clients with their best interests in mind, often working with multiple generations within a family. As a worthy and compelling alternative to the larger corporate fiduciaries, we serve as trustee for revocable, irrevocable, testamentary and charitable remainder trusts, and as corporate executor in the settlement of estates. We also offer estate, financial and tax planning, as well as tax preparation services. Importantly, we have a dedicated team that specializes in serving as guardian and trustee for special needs situations.

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Total Funding

39

Number of Employees

$7.1M

Revenue (est)

-5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Pennsylvania Trust News

2022-04-20 - SEI's Collective Investment Trust Business Surpasses $200 ...

Through SEI Trust Company, SEI now manages 570 funds across 167 global ... the Investment Company Act of 1940 and the Pennsylvania Banking...

2022-04-20 - Perspective | Can younger sister avoid taxes when inheriting ...

Q: I have an elderly sister in Pennsylvania who owns her home. ... More Matters: How estate planning now using a living trust can help your...

2022-03-30 - Restoring Trust in Northeastern Pennsylvania's Public Institutions

This was the response of some northeastern Pennsylvania residents when the University of Scranton launched its Center for Ethics and Excellence...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$3.1M398%N/A
#2
$6M422%N/A
#3
$9.3M43-2%N/A
#4
$3.9M5092%$158M
#5
$8.4M500%N/A