TrustCore Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • TrustCore's estimated annual revenue is currently $3.5M per year.(i)
  • TrustCore's estimated revenue per employee is $147,000

Employee Data

  • TrustCore has 24 Employees.(i)
  • TrustCore grew their employee count by -59% last year.

TrustCore's People

NameTitleEmail/Phone
1
Director Client ServiceReveal Email/Phone
2
Chairman the BoardReveal Email/Phone
3
AssociateReveal Email/Phone
4
Accounting SupervisorReveal Email/Phone
5
CERTIFIED FINANCIAL PLANNERReveal Email/Phone
6
Financial PlannerReveal Email/Phone
7
Associate PlannerReveal Email/Phone
8
AssociateReveal Email/Phone
9
plannerReveal Email/Phone
10
Certified Financial PlannerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$212M10591%$199.7M$1.5B
#2
$12M16853%N/AN/A
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What Is TrustCore?

TrustCore provides unique financial strategies and management to high net worth individuals and families, enabling them to have peace of mind and more lifestyle choices by growing and preserving their wealth. TrustCore was founded in 1984 to fill the need for trustworthy, client focused, coordinated financial advice and planning. Over the years, the company has grown to become one of the largest independent wealth management firms in the state of Tennessee, managing client assets in excess of $830,000,000. From our offices in Brentwood, a suburb of Nashville, we serve clients in over 40 states across the nation. Our approach to success begins with a commitment to provide sound financial counsel with integrity. Because we are independent, we do not offer "house brand" products, and our advisors have no production or sales quotas. That means we are objective when selecting investment choices for clients. We address a client's broad financial situation, and do not recommend "product" remedies that do not meet the underlying, long-term needs. TrustCore clients benefit from almost 500 years of collective experience from financial professionals who hold the industry's most recognized credentials. Our team of more than 20 professionals is comprised of disciplined experts with a broad range of financial disciplines. TrustCore uses cutting edge technology, enabling us to provide our clients with the information they need, when they need it. We use the most sophisticated financial software to perform complex calculations, formulate financial plans and maintain an extensive database of clients' financial data. From our website, clients can view their accounts, check stock prices and read articles on a variety of topics. We believe that our success depends on results and the satisfaction of our clients. We invite you to contact us today, to see how we can help you achieve your financial goals.

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Total Funding

24

Number of Employees

$3.5M

Revenue (est)

-59%

Employee Growth %

N/A

Valuation

N/A

Accelerator

TrustCore News

2022-04-20 - Analysts Anticipate Quanta Services, Inc. (NYSE:PWR) Will Announce Quarterly Sales of $3.64 Billion

Trustcore Financial Services LLC now owns 364 shares of the construction company's stock worth $41,000 after buying an additional 90 shares in...

2022-04-20 - See Which Of The Latest 13F Filers Holds IJH

... reporting period, and noticed that iShares Trust - Core S&P Mid-Cap Exchange Traded Fund (Symbol: IJH) was held by 11 of these funds.

2022-04-17 - See Which Of The Latest 13F Filers Holds IVV

... reporting period, and noticed that iShares Trust - Core S&P 500 Exchange Traded Fund (Symbol: IVV) was held by 21 of these funds.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.9M24-31%N/A
#2
$2.5M24-38%N/A
#3
$2.4M24N/AN/A
#4
$2.5M25-11%N/A
#5
$4M250%N/A