Legacy Private Trust Company Revenue and Competitors

Neenah, WI USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Legacy Private Trust Company's estimated annual revenue is currently $10.4M per year.(i)
  • Legacy Private Trust Company's estimated revenue per employee is $204,300

Employee Data

  • Legacy Private Trust Company has 51 Employees.(i)
  • Legacy Private Trust Company grew their employee count by 11% last year.

Legacy Private Trust Company's People

NameTitleEmail/Phone
1
VP, Chief Fiduciary OfficerReveal Email/Phone
2
VPReveal Email/Phone
3
VP, Director Investment ServicesReveal Email/Phone
4
Trust Administrative OfficerReveal Email/Phone
5
VP and Director Support ServicesReveal Email/Phone
6
Audit and Compliance OfficerReveal Email/Phone
7
EVPReveal Email/Phone
8
Business Development OfficerReveal Email/Phone
9
VP, Client Services/AdministrationReveal Email/Phone
10
VPReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$27.9M1234%N/AN/A
#2
$10.4M5111%N/AN/A
#3
$17.3M764%N/AN/A
#4
$4.4M28-3%N/AN/A
#5
$676.3M2128N/AN/AN/A
#6
$74.9M3005%N/AN/A
#7
$5.4M30-9%N/AN/A
#8
$7.3M40-2%N/AN/A
#9
$6.4M356%N/AN/A
#10
$5.4M30-3%N/AN/A
Add Company

What Is Legacy Private Trust Company?

Our team of experienced professionals is drawn from all relevant wealth management disciplines, including investments, trust administration, financial and retirement planning, tax and estate planning, and wealth transfer. Legacy professionals bring decades of experience, creativity and expertise when managing your investments. We tailor our innovative wealth management strategies to suit your individual circumstances to effectively preserve and grow your wealth. The breadth of our sophisticated services, including financial planning and portfolio management, are based on thorough research, a disciplined investment process and structured risk management techniques. Most importantly, we offer a special blend of intelligence and empathy, a combination of personal and professional, which allows us to serve our clients with distinction.

keywords:N/A

N/A

Total Funding

51

Number of Employees

$10.4M

Revenue (est)

11%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.9M512%N/A
#2
$11.7M524%N/A
#3
$12.6M52-4%N/A
#4
N/A5768%N/A
#5
$13.9M578%N/A