Where is US Trust located?

US Trust is headquartered in New York City, United States.

How many employees does US Trust have?

As of Jul 01, 2024, the latest employee count at US Trust is 1001 - 5000.

Is US Trust an acquired company?

US Trust got acquired by undefined on Jul 02, 2007.

Is US Trust a funded company?

US Trust is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does US Trust rank among its competitors?

US Trust ranks 38th amongst 2288 active competitors, of which 47 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Creative Planning, which secured an undisclosed amount in Sep, 2024.

Who are the top competitors of US Trust?

US Trust's top competitors include Alera Group, Focus Financial Partners and Raymond James. Among them, Creative Planning secured the most recent funding round in September, 2024.

US Trust - 2026 Company Profile & Competitors

US Trust is an acquired company based in New York City (United States), founded in 1853. It operates as a Private wealth solutions, investment management, and financial planning for lasting legacies. The company has 2288 active competitors, including 47 funded and 300 that have exited. Its top competitors include companies like Alera Group, Focus Financial Partners and Raymond James.

Company Details

Private wealth solutions, investment management, and financial planning for lasting legacies. They offer a comprehensive suite of services including alternative investments, art services, banking and cash management, business owner solutions, customized lending, endowments and foundations management, family office services, next-generation planning, private philanthropy guidance, specialty asset management, sustainable investing options, and trust and estate planning. They provide insights on various topics such as art, business ownership, credit, cybersecurity, digital capabilities, the economy, philanthropy, specialty assets, taxes, and wealth planning. Their expertise helps clients navigate complex financial landscapes and achieve their ambitions, offering personalized plans and access to industry-leading experts. They focus on building lasting legacies through tailored resources and a commitment to supporting communities. They provide digital access and rewards programs to enhance the client experience.

Website: ustrust.com
Social

Key Metrics

Founded Year

1853

Location

New York City, United States

Stage

Acquired

Ranked

38^th among 2288 active competitors

Employee Count

1,001 - 5,000 as on Jul 01, 2024

Investment & Acquisitions

OpVista & 6 more

Similar Companies

Alera Group & 6828 more

Exit Details

Acquired

View US Trust's full profile

US Trust got acquired by on Jul 02, 2007 at an acquisition amount of $3.3B.

Click here to take a look at US Trust's acquisition in detail

US Trust is a funded company.

US Trust's employee count trend

US Trust has 1,001 - 5,000 employees as of Jul 24. Here is US Trust's employee count trend over the years:

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Top competitors of US Trust include Alera Group, Focus Financial Partners and Raymond James. Here is the list of Top 10 competitors of US Trust, ranked by Tracxn score:

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	The Carlyle Group, Ares Capital Corporation ... & 5 others	73/100
2nd	Focus Financial Partners 2004, New York City (United States), Acquired	Provider of business consulting services to banks and lending institutions	$333M	Polaris Partners, Comerica & 13 others	71/100
3rd	Raymond James 1962, St. Petersburg (United States), Public	M&A, capital advisory, and wealth management firm	-	-	68/100
4th	Creative Planning 1983, Overland Park (United States), Late Stage	Provider of wealth management services	$15.7M	General Atlantic, TPG	65/100
5th	Wintrust 1991, Rosemont (United States), Public	Bank offering diversified financial services	-	CIVC Partners	64/100
6th	Berkadia 2009, New York City (United States), Series D	Provider of wealth management services	$1B	Apollo Commercial Real Estate Finance, Lloyd Jones	62/100
7th	First Western Trust 2004, Denver (United States), Public	Wealth management firm	$51.4M	Crawley Ventures, 1st & Main	62/100
8th	Choice 1992, Mumbai (India), Public	Full-service investment banking firm	-	Plutus Wealth Management & 1 others	62/100
9th	High Tower 2008, Chicago (United States), Series E	Provider of wealth management services	$129M	Thomas H Lee Partners, Continental Investors ... & 6 others	62/100
10th	Zions Bank 1873, Salt Lake City (United States), Unfunded	Private banking firm offering wealth management services	-	-	61/100
38th	US Trust 1853, New York City (United States), Acquired	Private wealth solutions, investment management, and financial planning for lasting legacies	-	-	48/100

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US Trust has made 5 investments in companies including OpVista and OpVista. US Trust has also acquired 2 companies including nctrust.com and Radnor Capital Management.

Here is the list of investments & acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
May 06, 2007	Investments	OpVista	2000	Milpitas (United States)
Jun 21, 2006	Investments	OpVista	2000	Milpitas (United States)
Apr 05, 2004	Investments	Archemix	2000	San Francisco (United States)