Diversified Trust Revenue and Competitors

Memphis, TN USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Diversified Trust's estimated annual revenue is currently $32.8M per year.(i)
  • Diversified Trust's estimated revenue per employee is $231,000

Employee Data

  • Diversified Trust has 142 Employees.(i)
  • Diversified Trust grew their employee count by 7% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$47.4M205-2%N/AN/A
#2
$6M3624%N/AN/A
#3
$10.2M54-29%N/AN/A
#4
$13.8M73-15%N/AN/A
#5
$560.4M1906N/AN/AN/A
#6
$908.5M3090N/AN/AN/A
#7
$3.4M23-8%N/AN/A
#8
$27.7M1321%N/AN/A
#9
$2.9M20-20%N/AN/A
#10
$5.4M3228%N/AN/A
Add Company

Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communication, audit support, and planned giving initiatives. Since our clients are served by owners of Diversified Trust, they have every reason to expect a level of continuity of service and a high level of personal attention rarely found in the financial services industry. As a commitment to ensure our incentives are always aligned with the best interests of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility. Our goal is simple -- helping our clients focus on what's important to them.

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Total Funding

142

Number of Employees

$32.8M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Diversified Trust News

2022-04-20 - Concerns rise over crypto regulation as Congress members disclose holdings

The firm aims to convert its Bitcoin Trust, held by Toomey of ... assets are managed in a diversified trust by an outside financial adviser.

2022-04-06 - Diversified Trust Co Buys iShares Core US Aggregate Bond ...

Diversified Trust Co Buys iShares Core U.S. Aggregate Bond ETF, DexCom Inc, UnitedHealth Group Inc, Sells Netflix Inc, Citigroup Inc,...

2022-03-30 - Building Memphis finalists, Best Renovation-Small category ...

Building Memphis finalists: Diversified Trust, Mem Listening Lab, NAACP, OnPointe, Redwood Services · Building Memphis: Best Renovation – Small...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$42.2M1429%N/A
#2
$51.5M1426%N/A
#3
$50.8M14316%N/A
#4
$35M14520%N/A
#5
$35M145N/AN/A