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Equitable Trust logo — Trustees and Investment Advisers

Equitable Trust

Trustees and Investment Advisers

Founded 1991 United States Nashville, United States 45 employees Financial Services

General Information

Company Name Equitable Trust
Founded Year 1991
Location United States Nashville, United States +1
Employees 45
Industries Financial Services
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About Equitable Trust

Equitable Trust is an independent, employee-owned trust company founded in 1991. With the slogan "Trustees and Investment Advisers," the company manages over $4.5 billion in assets for trust and estate, family office, and investment advisory services. Its client-centric culture emphasizes problem-solving and personalized service. The company's services are divided into three main areas: Trust and Estate Services including administration, settlement, and consulting, Family Office Services encompassing wealth design and philanthropic giving, and Investment Advisory Services such as asset allocation and portfolio management. Equitable Trust operates within the Financial Services industry. While details about their headquarter and last investment are not available, the company's commitment to personalized, comprehensive financial services positions it as a reliable partner in the wealth management sector.

Taxonomy: Trust administration, Estate settlement, Estate planning, Family office services, Wealth management, Financial planning, Tax planning, Philanthropy, Next generation mentoring, Lifestyle management, Investment advisory, Asset allocation, Portfolio management, Private equity due diligence

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Equitable Trust Alternatives & Competitors

Equitable Trust vs
The Preferred Legacy National Trust Bank
The Preferred Legacy National Trust Bank United States

Preserve your roots. Grow your legacy.

16 employees
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Equitable Trust vs
Pathstone
Pathstone United States

Pathstone, The Family Office, is a client-centric, partner-owned, multi-family office dedicated to s...

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Equitable Trust vs
Legacy Private Trust Company
Legacy Private Trust Company United States

A single business focus: to build and preserve your wealth with intelligence, compassion, and person...

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FAQ About Equitable Trust

Trustees and Investment Advisers
Equitable Trust was founded in 1991.
Equitable Trust is headquartered in Nashville, United States.
Equitable Trust operates in the following industries: Financial Services.
Equitable Trust has approximately 45 employees.
Top alternatives and competitors to Equitable Trust include The Preferred Legacy National Trust Bank, Pathstone, Legacy Private Trust Company, Transcend Capital Advisors, Braun Business Management Co. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Equitable Trust and The Preferred Legacy National Trust Bank are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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