Coastline Trust Company
Providence's Boutique Trust Company
11 employees · est. 2004 · Providence, United States
Security National Trust Company
Vision, Integrity and Trust.
24 employees · est. 2000 · Wheeling, United States
Security National Trust Company is the older company (2004 vs 2000).
Side-by-Side Comparison
| Metric | Coastline Trust Company | Security National Trust Company |
|---|---|---|
| Founded | ||
| Founded | 2004 | 2000 older |
| Headquarters | ||
| Headquarters | Providence, United States | Wheeling, United States |
| Employees | ||
| Employees | 11 | 24 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Boutique Trust Company, Investment Management, Wealth Management, Financial Planning, Retirement Planning, Trust Services, Estate Services, Fixed Income Investments, Equity Investments, Providence, RI, Client Services, Custodial Services, Bill Paying Services | Trust Company, Wealth Management, Fiduciary Services, Investment Management, Estate Planning, Retirement Services, Estate Settlement, IRA, Special Needs Trust, Charitable Planning, Endowment Services, Tax-Savvy Wealth Transition, Family Property Management, Independent Trust Company |
| Website | ||
| Website | coastlinetrust.com | securitynationaltrust.com |
About Coastline Trust Company
Coastline Trust Company is a boutique trust and investment company headquartered in Providence, RI and was founded in 2008. With a clientele spanning the United States and Europe, the company manages assets exceeding $1.8 billion, primarily in fixed income and equity investments. The firm's focuses...
About Security National Trust Company
Security National Trust Company is a Federally Chartered Independent Trust Company, established in 2000. It operates in the Financial Services sector and is headquartered in the United States, with offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. The company's slogan is "Vision, Integrity...
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