stars 1 stars 2 stars 3

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.

Website http://www.greenleaftrust.com
Revenue $87.6 million
Employees 204 (203 on RocketReach)
Founded 1998
Address 211 South Rose Street, Kalamazoo, Michigan 49007, US
Phone (269) 388-9800
Fax (248) 530-6203
Technologies
Industry Financial Services, Finance, Wealth Management, Finance General, Wealth Management "Goals Based", Trust Administration, Retirement Planning, Retirement Plan Administration, Estate Settlement, Family & Foundation Services, Endowment & Foundation Services, Strategic Financial Planning, Asset Managment, Trust
Web Rank 906050
Keywords Trust Administration, Wealth Building, Wealth Management, Fiduciary Services, Wealth Preservation, Succession Planning, Financial Planning, Legacy Planning, Estate Preservation, Estate Planning, Private Wealth Management, Financial Advisor, Financial Consulting, Investment Management, Investment Advisory, Portfolio Management, Retirement Planning, Retirement Solutions, Tax Planning
Competitors Morgan Stanley, Fidelity Investments, Wells Fargo, U.S. Bank, J.P. Morgan, Huntington National Bank, KeyBank, Northern Trust Corporation, Schwab Advisor Services, American Trust & Savings Bank +46 more (view full list)
SIC SIC Code 673 Companies, SIC Code 67 Companies
NAICS NAICS Code 523991 Companies, NAICS Code 523 Companies, NAICS Code 52592 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies, NAICS Code 525 Companies, NAICS Code 5259 Companies, NAICS Code 5239 Companies

Greenleaf Trust Questions

The Greenleaf Trust annual revenue was $87.6 million in 2026.

Thomas Drews is the COO of Greenleaf Trust.

203 people are employed at Greenleaf Trust.

Greenleaf Trust is based in Kalamazoo, Michigan.

The NAICS codes for Greenleaf Trust are [523991, 523, 52592, 52399, 52, 525, 5259, 5239].

The SIC codes for Greenleaf Trust are [673, 67].

Top Greenleaf Trust Employees

View Similar People
Learn More
How It Works
get free account
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
search page
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
get contact page
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Leader Spring 2026 G2 Best Est ROI Mid Market Spring 2026 G2 Easiest Admin Mid Market Spring 2026 G2 Most Implementable Spring 2026 G2 Best Results Mid Market Spring 2026 G2 Lead Capture Mid Market Spring 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2025
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users