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Equitable Trust Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Equitable Trust's estimated annual revenue is currently $8.4M per year.(i)
  • Equitable Trust's estimated revenue per employee is $168,000

Employee Data

  • Equitable Trust has 50 Employees.(i)
  • Equitable Trust grew their employee count by 6% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$46.2M200-2%N/AN/A
#2
$6.4M386%N/AN/A
#3
$11M587%N/AN/A
#4
$18.1M868%N/AN/A
#5
$560.4M1906N/AN/AN/A
#6
$908.5M3090N/AN/AN/A
#7
$3.4M23-8%N/AN/A
#8
$25.6M122-8%N/AN/A
#9
$11.3M6067%N/AN/A
#10
$6.2M376%N/AN/A
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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

keywords:N/A

N/A

Total Funding

50

Number of Employees

$8.4M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Equitable Trust's People

NameTitleEmail/Phone
1
Client Service SpecialistReveal Email/Phone
2
Partner, Chief Compliance Officer & Operations ManagerReveal Email/Phone
3
Partner & Chief Fiduciary OfficerReveal Email/Phone
4
Partner, Co-Chief Fiduciary Officer, Trust & Estate AdvisorReveal Email/Phone
5
Principal and SVPReveal Email/Phone
6
Financial OfficerReveal Email/Phone
7
Partner and Investment AdvisorReveal Email/Phone
8
VPReveal Email/Phone
9
Partner & Investment AdvisorReveal Email/Phone
10
Operations AssociateReveal Email/Phone
Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$10.2M50-2%N/A
#2
$10.8M502%N/A
#3
N/A501567%N/A
#4
$9.1M5028%N/A
#5
$13.2M509%N/A

Equitable Trust Executives


NameTitle
Steven PlummerChief Compliance Officer & Operations Manager
Rick TravisPartner & Chief Fiduciary Officer
Cynthia JonesPrincipal and Senior Vice President
Darlinda JonesSenior Vice President