Equitable Trust Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Equitable Trust's estimated annual revenue is currently $10.2M per year.(i)
  • Equitable Trust's estimated revenue per employee is $189,000

Employee Data

  • Equitable Trust has 54 Employees.(i)
  • Equitable Trust grew their employee count by 8% last year.

Equitable Trust's People

NameTitleEmail/Phone
1
VPReveal Email/Phone
2
Financial OfficerReveal Email/Phone
3
SVPReveal Email/Phone
4
Partner, Chief Compliance Officer & Operations ManagerReveal Email/Phone
5
Partner & Chief Fiduciary OfficerReveal Email/Phone
6
Partner, Co-Chief Fiduciary Officer, Trust & Estate AdvisorReveal Email/Phone
7
Director TaxReveal Email/Phone
8
Director Financial Planning and Financial Planning AdvisorReveal Email/Phone
9
Assistant Captive DirectorReveal Email/Phone
10
Client Service SpecialistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$44.6M193-4%N/AN/A
#2
$7.2M4313%N/AN/A
#3
$11.5M615%N/AN/A
#4
$16.6M79-8%N/AN/A
#5
$672.4M2287N/AN/AN/A
#6
$1090.2M3708N/AN/AN/A
#7
$1.5M12-14%N/AN/A
#8
$4.1M28-7%N/AN/A
#9
$27.3M1307%N/AN/A
#10
$16.6M791%N/AN/A
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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

keywords:N/A

N/A

Total Funding

54

Number of Employees

$10.2M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$12M544%N/A
#2
$10.2M54-30%N/A
#3
$10.7M5417%N/A
#4
$7.6M5429%N/A
#5
$35M544%N/A