Equitable Trust Revenue and Competitors
Estimated Revenue & Valuation
- Equitable Trust's estimated annual revenue is currently $8.4M per year.
- Equitable Trust's estimated revenue per employee is $186,667
Employee Data
- Equitable Trust has 45 Employees.
- Equitable Trust grew their employee count by 7% last year.
Equitable Trust's People
| Name | Title | Email/Phone |
|---|---|---|
1 | VP | Reveal Email/Phone |
2 | Financial Officer | Reveal Email/Phone |
3 | SVP | Reveal Email/Phone |
4 | Partner, Chief Compliance Officer & Operations Manager | Reveal Email/Phone |
5 | Partner & Chief Fiduciary Officer | Reveal Email/Phone |
6 | Partner, Co-Chief Fiduciary Officer, Trust & Estate Advisor | Reveal Email/Phone |
7 | Director Tax | Reveal Email/Phone |
8 | Director Financial Planning and Financial Planning Advisor | Reveal Email/Phone |
9 | Assistant Captive Director | Reveal Email/Phone |
10 | Client Service Specialist | Reveal Email/Phone |
Equitable Trust Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $46.2M | 161 | -4% | N/A | N/A |
#2 | $6.4M | 36 | 13% | N/A | N/A |
#3 | $11M | 51 | 6% | N/A | N/A |
#4 | $18.1M | 66 | -8% | N/A | N/A |
#5 | $560.4M | 1906 | N/A | N/A | N/A |
#6 | $908.5M | 3090 | N/A | N/A | N/A |
#7 | N/A | 10 | -17% | N/A | N/A |
#8 | $3.4M | 23 | -8% | N/A | N/A |
#9 | $25.6M | 108 | 6% | N/A | N/A |
#10 | $6.2M | 35 | 13% | N/A | N/A |
What Is Equitable Trust?
Equitable Trust stands as a recognized leader in trust and investment services. Families and institutions entrust more than $3.0 billion in assets to its professionals for investment management, estate planning, and trust administration. Specifically we focus on three main areas of financial and fiduciary services: Asset Management - Asset Allocation - Portfolio Management - Third Party Manager Evaluation and Selection - Individual Stock Selection - Institutional Consulting: 401(k), Endowment, Foundation Trust Services - Trust Administration - Directed Trusts - Estate Settlement - Real Estate Administration Planning - Estate - Retirement - Education Funding - Charitable Giving - Family Office Services
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Total Funding
45
Number of Employees
$8.4M
Revenue (est)
7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Nashville
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $9.7M | 45 | 25% | N/A |
#2 | $10.8M | 45 | 15% | N/A |
#3 | $10.8M | 45 | 7% | N/A |
#4 | $5.2M | 45 | -2% | N/A |
#5 | $4.8M | 45 | -20% | $29.4M |