About Avalon Trust
Avalon Trust is a Financial Services company based in Santa Fe (United States) founded in 1998, and was acquired by Clearstead in March 2023. Provider of wealth management services. The company has 13 employees. Its chief executive, as recorded, is Andrew Wallerstein. Avalon Trust offers products and services including Investment Management, Wealth Planning, and Advisory Services. Its focus areas include Asset Management and Wealth Management. Its legal entity is AVALON TRUST COMPANY. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
Avalon Trust was established in 1998 in Santa Fe, United States, within the financial services sector. Wealth management services are offered, including financial advisory and asset preservation for clients. Operations are based in the southwestern United States, with leadership provided by CEO and Partner Andrew Wallerstein. Focus is placed on tailored strategies for individual and institutional investors in a regulated environment.
- Headquarters Santa Fe, United States
- Employees 13
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website avalontrust.com
- Social LinkedIn
- Acquired by Clearstead (Mar 2023)
- Legal Name Avalon Trust Company
- Investors
- Employee Count13
- Acquired byClearstead
(Mar 2023)
Products & Services of Avalon Trust
Avalon Trust offers a comprehensive portfolio of products and services, including Investment Management, Wealth Planning, and Advisory Services.
Services for managing investments and portfolios for clients
Planning strategies for wealth and financial security needs
Expert advice on trusts and non-profit financial matters
Investors in Avalon Trust
Avalon Trust has secured backing from 1 investor. Prominent investors backing the company include Clearstead.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management firm | 2018 | clearstead.com | Cleveland, United States |
Investor details for Avalon Trust
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People of Avalon Trust
1 people are tracked at Avalon Trust (1 in leadership); the tracked headcount is 13.
| Name | Role | Group |
|---|---|---|
Andrew Wallerstein | CEO & Partner | Leadership |
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Timeline of Avalon Trust
2 dated milestones of Avalon Trust across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Avalon Trust is founded.
- Exit Acquired by Clearstead.
Competitors of Avalon Trust
Avalon Trust has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of Avalon Trust
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Top companies in Asset Management
3 companies that operate in the same segment as Avalon Trust (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Avalon Trust
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Frequently Asked Questions about Avalon Trust
Avalon Trust was founded in 1998.
Avalon Trust is headquartered in Santa Fe, United States. It is registered at Santa Fe, New Mexico, United States.
Andrew Wallerstein is the CEO of Avalon Trust, as recorded in our data.
Avalon Trust has 13 employees.
Avalon Trust was established in 1998 in Santa Fe, United States, within the financial services sector. Wealth management services are offered, including financial advisory and asset preservation for clients. Operations are based in the southwestern United States, with leadership provided by CEO and Partner Andrew Wallerstein. Focus is placed on tailored strategies for individual and institutional investors in a regulated environment.
Avalon Trust's top competitors include Focus Financial Partners, Raymond James and Wintrust.
Avalon Trust offers Investment Management, Wealth Planning, and Advisory Services.
Avalon Trust has 1 investor. Key investors include Clearstead.
Avalon Trust operates through Avalon Trust Company.
Yes. Avalon Trust was acquired by Clearstead in March 2023.