About Allen Trust
Allen Trust is a company based in Lake Oswego (United States) founded in 2000 by Stuart B Allen. It operates as a B2B. The company has 21 employees as of March 31, 2023. Allen Trust operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Lake Oswego, United States
- Employees 21 as on 31 Mar, 2023
- Founders Stuart B Allen
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Allen Trust Company
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$783.82 K (USD)6.47as on Mar 31, 2023
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Net Profit
$47.6 K (USD)2.55as on Mar 31, 2023
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EBITDA
$125.48 K (USD)71.29as on Mar 31, 2023
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Latest Funding Round
Not available
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Investors
Not available
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Employee Count
21
as on Mar 31, 2023
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Funding Insights of Allen Trust
Detailed funding history for Allen Trust
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Investments & Acquisitions by Allen Trust
Investment portfolio details for Allen Trust
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Financial Statements - Allen Trust
Detailed financials for Allen Trust
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Allen Trust Comparisons
Peer comparison for Allen Trust
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Competitors of Allen Trust
Allen Trust operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of Allen Trust
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Latest news on Allen Trust
Complete news archive for Allen Trust
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Frequently Asked Questions about Allen Trust
Allen Trust was founded in 2000.
Allen Trust is headquartered in Lake Oswego, United States. It is registered at Lake Oswego, Oregon, United States.
Stuart B Allen is the current CEO of Allen Trust. They have also founded this company.
As of Mar 31, 2023, the latest employee count at Allen Trust is 21.
Annual revenue of Allen Trust is $783.82K as on Mar 31, 2023.
Allen Trust provides investment management, financial planning, and tax preparation services through offering financial products and advice, managing investments, managing wealth portfolios, and providing financial planning. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field.
Allen Trust's top competitors include Fidelity Investments, Investec and S&P Global.