Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with more than $4.5 billion in assets for trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas: Trust and Estate Services • Trust Administration • Estate Settlement • Estate Plan Consulting • Directed Trustee • Real Estate Administration Family Office Services • Wealth Design • Financial Planning • Tax Planning • Philanthropic Giving • Next Generation Education and Mentoring • Lifestyle Management Investment Advisory Services • Asset Allocation • Portfolio Management • Third-party Manager Evaluation and Selection • Account Aggregation and Consolidated Reporting • Private Equity Due Diligence
View Top Employees from Equitable TrustWebsite | http://equitableco.com |
Revenue | $7 million |
Employees | 48 (48 on RocketReach) |
Founded | 1991 |
Address | 4400 Harding Pike Suite 310, Nashville, Tennessee 37205, US |
Phone | (615) 346-4200 |
Fax | (615) 460-1163 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 19 Million |
Keywords | Equitable Trust |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 523991 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Equitable Trust annual revenue was $7 million in 2024.
Bryan Tessier is the Vice President of Equitable Trust.
48 people are employed at Equitable Trust.
Equitable Trust is based in Nashville, Tennessee.
The NAICS codes for Equitable Trust are [52399, 523991, 5239, 52, 523].
The SIC codes for Equitable Trust are [673, 67].