About Fiduciary Trust
Fiduciary Trust is a Financial Services company based in Boston (United States) founded in 1885, and was acquired by GTCR in November 2025. Wealth and investment management services are provided by Fiduciary Trust. Fiduciary Trust has raised $25 million across 2 funding rounds from investors including GTCR Chicago Private Equity Firm. Its chief executive, as recorded, is Austin V Shapard. Fiduciary Trust offers products and services including Wealth Planning, Investment Management, and Trust and Estate Services. Its focus areas include Asset Management and Diversified. Its legal entity is Fiduciary Trust Company. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
Fiduciary Trust was founded in 1885 and is headquartered in Boston, United States. Wealth and investment management services are delivered by the firm within the financial sector. Operations focus on fiduciary responsibilities for clients assets, including portfolio management and advisory roles. Leadership is held by CEO and President Austin V. Shapard, with activities centered in the U.S. market.
- Headquarters Boston, United States
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Accounting and Auditing
- Phone•••• ••••
- Website fiduciary-trust.com
- Social LinkedIn X
- Acquired by GTCR (Nov 2025)
- Legal Name Fiduciary Trust Company
- Total Equity Funding$25M (USD)
in 2 rounds
- Latest Funding Round$25M (USD), Series B
Sep 2019
- Investors
- Acquired byGTCR
(Nov 2025)
Products & Services of Fiduciary Trust
Fiduciary Trust offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, and Trust and Estate Services.
Integrated financial and estate planning for client needs.
Customized tax-aware strategies for portfolio growth.
Services for trusts, estates, and client legacy planning.
Funding Insights of Fiduciary Trust
Fiduciary Trust has successfully raised a total of $25M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $25 million completed in September 2019. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $25M
- Total Rounds 2
- Last Round Series B — $25M
All 2 funding rounds of Fiduciary Trust with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2019 | Debt – Conventional | – | – | – | |
| Sep 2019 | $25M | Series B | – | – | – |
1 investors in total: 1 institutional.
Investors in Fiduciary Trust
Fiduciary Trust has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include GTCR Chicago Private Equity Firm.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity investments and firm management in Chicago. | gtcr.com |
Investor details for Fiduciary Trust
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Fiduciary Trust
67 people are tracked at Fiduciary Trust (39 in leadership, 28 in team).
| Name | Role | Group |
|---|---|---|
Austin V Shapard | CEO & President | Leadership |
Jennifer Cabral | Vice President, Corporate Services & Middle Office | Leadership |
Puneet Nevatia | Chief Operating Officer | Leadership |
Thomas Nonnweiler | Vice President And Investment Officer | Leadership |
Ben Mekal | Vice President Operations | Leadership |
Thanda Fields Brassard | Vice President And Trust Counsel | Leadership |
Sid Queler | Head Of Wealth Management | Leadership |
Sidney F. Queler | Head, Wealth Management | Leadership |
Suma V. Nair | Chief Fiduciary Officer | Leadership |
Adam D. Thompson | CFO | Leadership |
Todd H. Eckler | Chief Marketing Officer & President, Fiduciary Trust Charitable | Leadership |
Michael N. Costa | President, Fiduciary Trust of New England | Leadership |
Jody R. King | Director, Wealth Planning | Leadership |
Scott S. Sumner | Head, Custody | Leadership |
Patrick Donlon | Co-head, Investment Department | Leadership |
Shannon Sullivan | Vice President - Investment Officer | Leadership |
Colleen Bartling | Investment Officer - Vice President | Leadership |
Justin Kelly | Head Trader | Leadership |
Aimee Bryant | Trust Counsel And Vice President | Leadership |
Walter Abbott | Vice President - Investment Officer | Leadership |
47 more people are available in the full profile.
Complete people profiles for Fiduciary Trust
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Fiduciary Trust
3 dated milestones of Fiduciary Trust across 140 years, from founding to its latest funding, stage changes and deals.
- Founded Fiduciary Trust is founded.
- Funding First funding round.
- Exit Acquired by GTCR.
Competitors of Fiduciary Trust
Fiduciary Trust has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| 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. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Fiduciary Trust
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Fiduciary Trust
The website of Fiduciary Trust (fiduciary-trust.com) receives about 9.6K visits a month and ranks #2,070,891 among all websites worldwide, #4,904 in Accounting and Auditing.
- Monthly visits9.6K
▼ 11.2% vs previous month
- Unique visitors5.2K
per month
- Global rank#2,070,891
among all websites
- Category rank#4,904
Finance · Accounting and Auditing
- Bounce rate59%
- Pages per visit1.8
- Average visit45 sec
- DevicesDesktop 43% · Mobile 57%
Websites whose visitors overlap most with Fiduciary Trust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
accountinginsights.org | accountinginsights.org | 100% | #2,433,679 | – | |
| diversifiedtrust.com | 82% | 680.7K | #4,770,158 | View details | |
| fiduciarytrust.com | 81% | #2,467,057 | View details | ||
| wealthadvisorstrust.com | 68% | 680.7K | #5,586,171 | View details | |
anculbertson.com | anculbertson.com | 66% | #12,356,121 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for Fiduciary Trust
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- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Fiduciary 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 Fiduciary Trust
Complete news archive for Fiduciary Trust
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Frequently Asked Questions about Fiduciary Trust
Fiduciary Trust was founded in 1885 and raised its 1st funding round 134 years after it was founded.
Fiduciary Trust is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.
Austin V Shapard is the CEO of Fiduciary Trust, as recorded in our data.
Fiduciary Trust is a funded company, having raised a total of $25M across 2 funding rounds to date.
Fiduciary Trust was founded in 1885 and is headquartered in Boston, United States. Wealth and investment management services are delivered by the firm within the financial sector. Operations focus on fiduciary responsibilities for clients assets, including portfolio management and advisory roles. Leadership is held by CEO and President Austin V. Shapard, with activities centered in the U.S. market.
Fiduciary Trust's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Fiduciary Trust offers Wealth Planning, Investment Management, and Trust and Estate Services.
Fiduciary Trust has 1 investor. Key investors include GTCR Chicago Private Equity Firm.
Fiduciary Trust operates through Fiduciary Trust Company.
Yes. Fiduciary Trust was acquired by GTCR in November 2025.