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 $168,000
Employee Data
- Equitable Trust has 50 Employees.
- Equitable Trust grew their employee count by 6% 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 | Partner, Co-Fiduciary Officer, Trust and Estate Advisor | Reveal Email/Phone |
10 | Co-Chief Investment Officer | Reveal Email/Phone |
Equitable Trust Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $46.2M | 200 | -2% | N/A | N/A |
#2 | $6.4M | 38 | 6% | N/A | N/A |
#3 | $11M | 58 | 7% | N/A | N/A |
#4 | $18.1M | 86 | 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 | $3.4M | 23 | -8% | N/A | N/A |
#8 | $25.6M | 122 | -8% | N/A | N/A |
#9 | $6.2M | 37 | 6% | N/A | N/A |
#10 | $3.2M | 22 | -4% | 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
50
Number of Employees
$8.4M
Revenue (est)
6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Nashville
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $10.2M | 50 | -2% | N/A |
#2 | $10.8M | 50 | 2% | N/A |
#3 | N/A | 50 | 1567% | N/A |
#4 | $9.1M | 50 | 28% | N/A |
#5 | $13.2M | 50 | 9% | N/A |