Greenleaf Trust - About the company
Greenleaf Trust is an unfunded company based in Grand Rapids (United States), founded in 1998. It operates as a Provider of wealth management services. Greenleaf Trust has not raised any funding yet. The company has 3071 active competitors, including 56 funded and 347 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.
Company Details
- Website
- greenleaftrust.com
- Email ID
- *****@greenleaftrust.com
- Phone Number
- +1 **********
- Registered Address
- Kalamazoo, Michigan
Key Metrics
Founded Year
1998
Location
Grand Rapids, United States
Stage
Unfunded
Ranked
53rd among 3071 active competitors
Employee Count
210 as on May 31, 2026
Similar Companies
Legal entities associated with Greenleaf Trust
Greenleaf Trust is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
GREENLEAF TRUST CIN: 383416104 , United States, Active | Dec 26, 999 | - | 244 (As on Dec 31, 2024) | - |
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Greenleaf Trust's funding and investors
Greenleaf Trust has not raised any funding rounds yet.
Greenleaf Trust's founders and board of directors
Founder? Claim ProfileGreenleaf Trust's employee count trend
Greenleaf Trust has 210 employees as of May 26. Here is Greenleaf Trust's employee count trend over the years:
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Greenleaf Trust's Competitors and alternates
Top competitors of Greenleaf Trust include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of Greenleaf Trust, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st |  Alera Group 1995, Deerfield (United States), Acquired | Provider of HR, life & health insurance, general liability, and other services | $250M | 72/100 | |
2nd | Focus Financial Partners 2004, New York City (United States), Acquired | Provider of business consulting services to banks and lending institutions | $333M | 71/100 | |
3rd | Raymond James 1962, St. Petersburg (United States), Public | M&A, capital advisory, and wealth management firm | - | - | 68/100 |
4th | Wintrust 1991, Rosemont (United States), Public | Bank offering diversified financial services | - | 66/100 | |
5th |  Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired | Provider of multi-family office services | $116M | 66/100 | |
6th | Zions Bank 1873, Salt Lake City (United States), Unfunded | Private banking firm offering wealth management services | - | - | 63/100 |
7th |  Berkadia 2009, New York City (United States), Series D | Provider of wealth management services | $1B | 62/100 | |
8th | First Western Trust 2004, Denver (United States), Public | Wealth management firm | $51.4M | 62/100 | |
9th | High Tower 2008, Chicago (United States), Series E | Provider of wealth management services | $129M | 62/100 | |
10th | Creative Planning 1983, Overland Park (United States), Late Stage | Provider of wealth management services | $15.7M | 61/100 | |
53rd | Greenleaf Trust 1998, Grand Rapids (United States), Unfunded | Provider of wealth management services | - | - | 46/100 |
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Greenleaf Trust's Investments and acquisitions
Greenleaf Trust has made no investments or acquisitions yet.
Reports related to Greenleaf Trust
Here is the latest report on Greenleaf Trust's geography:
News related to Greenleaf Trust
Filter this listMedia has covered Greenleaf Trust for a total of 11 events in the last 1 year, 10 of them have been about company updates and 1 about people movement.
•
Greenleaf Trust Appoints Dan J. Rinzema as President to Support Firm’s Continued GrowthGlobeNewswire•Jan 14, 2026•Greenleaf Trust
•
Greenleaf Trust Raises Position in Canadian Pacific Kansas City Limited $CPMarketBeat•Jan 06, 2026•Greenleaf Trust, CPKC
•
Greenleaf Trust Acquires Shares of 26,202 Barrick Mining Corporation $BMarketBeat•Oct 03, 2025•Greenleaf Trust, Barrick
•
Greenleaf Trust Raises Holdings in AppLovin Corporation $APPMarketBeat•Oct 03, 2025•Greenleaf Trust, Applovin, a.s.r. asset management
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Greenleaf Trust Has $2.56 Million Stock Holdings in Gilead Sciences, Inc. $GILDMarketBeat•Oct 01, 2025•Greenleaf Trust, Gilead
•
Biogen Inc. $BIIB Stake Raised by Fifth Third BancorpMarketBeat•Sep 29, 2025•Biogen, Fifth Third Bank, Greenleaf Trust
•
Greenleaf Trust Invests $219,000 in Dollar Tree, Inc. (NASDAQ:DLTR)MarketBeat•Jul 14, 2025•Greenleaf Trust, Dollar Tree
•
Greenleaf Trust Invests $245,000 in Anheuser-Busch InBev SA/NV (NYSE:BUD)MarketBeat•Jul 14, 2025•Greenleaf Trust, AB InBev
•
•
Greenleaf Trust Invests $359,000 in Kenvue Inc. (NYSE:KVUE)MarketBeat•Jul 13, 2025•Greenleaf Trust, Kenvue
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