About Diversified Trust
Diversified Trust is a Business Services company based in Atlanta (United States) founded in 1994. It provides financial planning, wealth strategies, and trust services for clients. It operates on a B2B and B2C model in Business Services and Financial Services sectors. Its website diversifiedtrust.com draws about 681 thousand monthly visits. Diversified Trust offers products and services including Comprehensive Financial Planning, Wealth Strategies, Fiduciary Services, Outsourced CIO Services, and Trust Services. Its focus areas include Finance, Wealth Management, Financial Planning and Comprehensive Advisory. Its legal entity is DIVERSIFIED TRUST COMPANY, INC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Diversified Trust specializes in comprehensive financial planning, helping families and individuals manage wealth through tailored strategies and fiduciary services. They also serve institutions with outsourced CIO and investment programs to balance risk and opportunities. Based in multiple U.S. locations, they focus on long-term commitments, legacy planning, and estate settlement for diverse clients.
- Headquarters Atlanta, United States
- SectorsBusiness ServicesFinancial Services
- Phone•••• ••••
- Website diversifiedtrust.com
- Social LinkedIn X Instagram
- Legal Name Diversified Trust Company, Inc.
Products & Services of Diversified Trust
Diversified Trust offers a comprehensive portfolio of products and services, including Comprehensive Financial Planning, Wealth Strategies, Fiduciary Services, Outsourced CIO Services, and Trust Services.
Service for managing financial complexities and long-term commitments.
Strategies to achieve financial goals and support legacy planning.
Advisory for fiduciary duties and risk-balanced investments.
Programs for institutions to manage investment portfolios.
Services for estate settlement and beneficiary support.
People of Diversified Trust
61 people are tracked at Diversified Trust (31 in leadership, 30 in team).
| Name | Role | Group |
|---|---|---|
Cindy Cleveland | Principal And Chief Talent Officer | Leadership |
Cfp® Emma Neyland | Vice President | Leadership |
Sumner Jefferson | Vice President | Leadership |
Sam Graham | Chairman And Chief Executive Officer | Leadership |
Charles Wilson | Senior Vice President, Portfolio Manager | Leadership |
Jason Wheat | Senior Vice President | Leadership |
Kim van Zee | Vice President | Leadership |
Robin Smithwick | Director Of Client Communications & Principal | Leadership |
Jeff Howard Cfa, Cfp® | Director Of Knowledge Management | Leadership |
Cfp® Carter Davenport II | Senior Vice President | Leadership |
Alejandro Sotolongo | Senior Vice President - Portfolio Construction | Leadership |
Cfp® Tucker Carr | Vice President | Leadership |
Michael Gragnani | Director Of Client Development | Leadership |
Kayleigh Cowser | Vice President | Leadership |
Lindsey Gill | Senior Vice President Of Operational Excellence And Quality Management | Leadership |
Brook Lester | Managing Principal And Chief Wealth Strategist | Leadership |
Lynanne Newman | Senior Vice President - Client Relationship Manager | Leadership |
Terry Stanford | Principal & Chief Compliance Officer | Leadership |
Jon Wright | Chief Financial Officer | Leadership |
Carolyn Hicks | Vice President | Leadership |
41 more people are available in the full profile.
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Competitors of Diversified Trust
Diversified Trust has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Diversified Trust
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- Full competitor set
- Operating metrics
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Web traffic of Diversified Trust
The website of Diversified Trust (diversifiedtrust.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Diversified Trust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Diversified Trust
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Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Diversified Trust (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
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Related news about Diversified Trust
Complete news archive for Diversified Trust
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Frequently Asked Questions about Diversified Trust
Diversified Trust was founded in 1994.
Diversified Trust is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
Diversified Trust specializes in comprehensive financial planning, helping families and individuals manage wealth through tailored strategies and fiduciary services. They also serve institutions with outsourced CIO and investment programs to balance risk and opportunities. Based in multiple U.S. locations, they focus on long-term commitments, legacy planning, and estate settlement for diverse clients.
Diversified Trust's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Diversified Trust offers Comprehensive Financial Planning, Wealth Strategies, Fiduciary Services, Outsourced CIO Services, and Trust Services.
Diversified Trust operates through Diversified Trust Company, Inc..
The website of Diversified Trust receives about 681 thousand visits a month.