When was Whittier Trust Company founded?

Whittier Trust Company was founded in 1989.

Where is Whittier Trust Company located?

Whittier Trust Company is headquartered in South Pasadena, United States.

Who is the current CEO of Whittier Trust Company?

Mike Casey and David Dahl s of Whittier Trust Company.

How many employees does Whittier Trust Company have?

As of Jul 31, 2026, the latest employee count at Whittier Trust Company is 310.

Is Whittier Trust Company a funded company?

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

Where does Whittier Trust Company rank among its competitors?

Whittier Trust Company ranks 9th amongst 213 active competitors, of which 7 are funded. It stands 10th in terms of total funding among its competitors. The most recent competitor to raise funding was GFG Capital, which secured $9.65M in Sep, 2025.

Whittier Trust Company - 2026 Company Profile, Team & Competitors

Q: Who are the top competitors of Whittier Trust Company?

Whittier Trust Company's top competitors include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Silvercrest Asset Management Group. Among them, GFG Capital secured the most recent funding round in September, 2025.

Company Details

Website: whittiertrust.com
Social
Phone Number: +1 **********

Key Metrics

Founded Year

1989

Location

South Pasadena, United States

Stage

Unfunded

Ranked

9^th among 213 active competitors

Employee Count

310 as on Jul 31, 2026

Investment & Acquisitions

NeuroVision & 1 more

Similar Companies

Stonehage Fleming Family & Partners & 735 more

View Whittier Trust Company's full profile

Whittier Trust Company is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
M. H. WHITTIER CORPORATION CIN: 952459099 , United States, Active	Dec 31, 1999	-	242 (As on Dec 31, 2024)	-

Whittier Trust Company has not raised any funding rounds yet.

Whittier Trust Company's employee count trend

Whittier Trust Company has 310 employees as of Jul 26. Here is Whittier Trust Company's employee count trend over the years:

Employee count trend for Whittier Trust Company

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Top competitors of Whittier Trust Company include Stonehage Fleming Family & Partners, Rockefeller Capital Management and Silvercrest Asset Management Group. Here is the list of Top 10 competitors of Whittier Trust Company, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	66/100
2nd	Rockefeller Capital Management 1882, New York City (United States), Late Stage	Provider of multi-family office services	$622M	Viking Global Investors, IGM Financial & 2 others	59/100
3rd	Silvercrest Asset Management Group 2001, New York City (United States), Public	Multi family office	-	Vulcan Capital, Rosemont Investment Group	55/100
4th	Cresset Capital Management 2017, Chicago (United States), Unfunded	Venture capital firm focused on multiple sectors	-	Charles & Potomac Capital	50/100
5th	Pathstone Federal Street 2010, Fort Lee (United States), Series A	Provider of multi family office services	-	Kelso & Company, Lovell Minnick Partners & 1 others	49/100
6th	Pennington Partners 2016, Bethesda (United States), Funding Raised	Provider of investment management services	-	-	47/100
7th	GFG Capital 2003, Miami (United States), Series B	It is a multi-family office that offers wealth management services	$20.4M	-	46/100
8th	Bessemer Trust 1907, New York City (United States), Unfunded	Provider of wealth management services	-	-	46/100
9th	Whittier Trust Company 1989, South Pasadena (United States), Unfunded	Provider of multi family office services	-	-	45/100
10th	Ashcroft Capital 2014, New York City (United States), Series C	Provider of wealth management services	$50.1M	Temerity Strategic	45/100

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Whittier Trust Company has made 2 investments in NeuroVision and SnapMD. Whittier Trust Company has not made any acquisitions as of now.

Here is the latest report on Whittier Trust Company's geography:

Free

US Fintech Quarter Funding Report

Edition: Quarter 1, 2026 (41 Pages)

View all reports related to Whittier Trust Company

Media has covered Whittier Trust Company for a total of 60 events in the last 1 year, 47 of them have been about company updates and 8 about people movement.