Cambridge Trust Company

Boston, United States Founded: 1890 • Age: 136 yrs Acquired By Eastern Bank
Commercial banking services are offered in the United States.

About Cambridge Trust Company

Cambridge Trust Company is a company based in Boston (United States) founded in 1890 was acquired by Eastern Bank in January 2025.. The company has 69 employees as of December 31, 2022. Cambridge Trust Company has completed 2 acquisitions, including Optima Bank and Wellesley Bank. Cambridge Trust Company offers products and services including Wealth Management, Private Banking, Investment Management, and Trust and Estates. Cambridge Trust Company operates in a competitive market with competitors including Truist, First Republic Bank, Equity Bank, Investec and UniCredit, among others.

  • Headquarter Boston, United States
  • Employees 69 as on 31 Dec, 2022
  • Stage Public
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Eastern Bankshares, Inc.
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
    $106.24 K (USD)
    0
    as on Aug 31, 2023
  • Net Profit
    $34.11 M
    -36
    as on Dec 31, 2023
  • EBITDA
    $53.59 M
    -29
    as on Dec 31, 2023
  • Latest Funding Round
  • Investors
  • Employee Count
    69

    as on Dec 31, 2022

  • Investments & Acquisitions
    Optima Bank

    & 1 more

  • Acquired by
    Eastern Bank

    (Jan 25, 2025)

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Products & Services of Cambridge Trust Company

Cambridge Trust Company offers a comprehensive portfolio of products and services, including Wealth Management, Private Banking, Investment Management, and Trust and Estates. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides investment and financial planning for clients.

Offers personalized banking for high-net-worth individuals.

Manages portfolios and trusts for financial growth.

Handles estate and trust services for asset protection.

People of Cambridge Trust Company
Headcount 200-500
Employee Profiles 90
Board Members and Advisors 7
Employee Profiles
People
Jay Barbosa
Assistant Office Manager
People
George-Phidipides Ikonomou
AVP Office Manager
People
Matthew Khan
Senior Investment Associate
People
Joseph Theodate
Branch Office Manager

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Board Members and Advisors
people
Jody A. Rose
Director

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Funding Insights of Cambridge Trust Company

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Cambridge Trust Company

Cambridge Trust Company has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Eastern Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial bank
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Cambridge Trust Company

Cambridge Trust Company has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Optima Bank and Wellesley Bank. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Commercial banking services are provided to businesses and individuals.
2008
Commercial banking services are provided in Wellesley, United States.
1911
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Cambridge Trust Company

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Cambridge Trust Company Comparisons

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Competitors of Cambridge Trust Company

Cambridge Trust Company 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 Truist, First Republic Bank, Equity Bank, Investec and UniCredit, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth advisory and banking services are offered to clients.
domain founded_year HQ Location
Commercial bank
domain founded_year HQ Location
Commercial banking services are provided to businesses and individuals.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Commercial bank
domain founded_year HQ Location
Commercial banking and wealth management services are offered globally.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Cambridge Trust Company

Frequently Asked Questions about Cambridge Trust Company

When was Cambridge Trust Company founded?

Cambridge Trust Company was founded in 1890.

Where is Cambridge Trust Company located?

Cambridge Trust Company is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

Who is the current CEO of Cambridge Trust Company?

Denis Sheahan is the current CEO of Cambridge Trust Company.

How many employees does Cambridge Trust Company have?

As of Dec 31, 2022, the latest employee count at Cambridge Trust Company is 69.

What is the annual revenue of Cambridge Trust Company?

Annual revenue of Cambridge Trust Company is $106.24K as on Aug 31, 2023.

What does Cambridge Trust Company do?

Cambridge Trust Company was established in 1890 as a commercial bank headquartered in Boston, United States. Traditional banking operations, including deposit accounts, lending, and wealth management, are conducted for individuals and businesses. Services extend to trust administration and investment advisory. The institution operates within the financial sector, focusing on regional clients, with leadership directed by CEO Denis Sheahan.

Who are the top competitors of Cambridge Trust Company?

Cambridge Trust Company's top competitors include Truist, Investec and Citi.

What products or services does Cambridge Trust Company offer?

Cambridge Trust Company offers Wealth Management, Private Banking, Investment Management, and Trust and Estates.

How many acquisitions has Cambridge Trust Company made?

Cambridge Trust Company has made 2 acquisitions, including Optima Bank, and Wellesley Bank.

Who are Cambridge Trust Company's investors?

Cambridge Trust Company has 1 investor. Key investors include Eastern Bank.

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