About First Western Trust
First Western Trust is a publicly listed company based in Denver (United States) founded in 2004. Wealth management firm. First Western Trust has raised $51.36 million across 11 funding rounds. First Western Trust has completed 2 acquisitions, including Financial Management Advisors and Rocky Mountain Bank. Its chief executive, as recorded, is Scott Wylie. Its website myfw.com draws about 23 thousand monthly visits. First Western Trust offers products and services including Private Banking, Commercial Banking, and Wealth Management. Its focus areas include Asset Management and Wealth Management. Its legal entity is First Western Trust Bank. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
First Western Trust was founded in 2004 and is headquartered in Denver, United States. Operations are centered on the wealth management sector, where advisory and investment services are offered to individuals and institutions. The firm is led by CEO Scott Wylie. Focus is placed on the Rocky Mountain region, with extensions to national markets. Domain myfw.com is utilized for online presence.
- Annual Revenue$186.34 M (USD)as on Dec 31, 2025
- Net Profit$13.19 M (USD)55.65as on Dec 31, 2025
- Total Equity Funding$51.36M (USD)
in 11 rounds
- Latest Funding Round$8M (USD), Post-IPO
Mar 2020
- Investments & AcquisitionsFinancial Management Advisors
& 1 more
Products & Services of First Western Trust
First Western Trust offers a comprehensive portfolio of products and services, including Private Banking, Commercial Banking, and Wealth Management.
Tailored financial services for high-net-worth individuals and families.
Solutions for business growth and financial management.
Personalized strategies for investment and estate planning.
Funding Insights of First Western Trust
First Western Trust has successfully raised a total of $51.36M across 11 strategic funding rounds. The most recent funding activity was a Post-IPO round of $8 million completed in March 2020. 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 $51.36M
- Total Rounds 11
- Last Round Post-IPO — $8M
- First Round $2.8M
(May 2005)
Latest 10 of 11 funding rounds of First Western 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 |
|---|---|---|---|---|---|
| Mar 2020 | $8M | Post-IPO | – | – | – |
| Sep 2017 | $1.68M | Series C | – | – | – |
| Oct 2016 | $7.07M | Series C | – | – | – |
| Aug 2012 | $7.3M | Series C | – | – | – |
| Jul 2012 | $5.08M | Debt – Conventional | – | – | – |
| Jul 2010 | $334,375 | Series C | – | – | – |
| Jun 2009 | $2.98M | Series C | – | – | – |
| Dec 2008 | $12.1M | Series C | – | – | – |
| Feb 2008 | $11.8M | Series C | – | – | – |
| Oct 2006 | $5.29M | Series B | – | – | – |
People of First Western Trust
62 people are tracked at First Western Trust (32 in leadership, 30 in team).
| Name | Role | Group |
|---|---|---|
Scott Wylie | CEO | Leadership |
Julie Courkamp | Chief Financial Officer | Leadership |
James Scott | Chief Client Experience Officer | Leadership |
Charles Bantis | President Aspen | Leadership |
Suzanne Johnson | President Denver | Leadership |
Jeff Jones | Market President | Leadership |
Alex Rasmussen | Market President | Leadership |
Brice Williams | Vice President, Portfolio Manager | Leadership |
David Weber | Chief Financial Officer And Treasurer | Leadership |
Joe Ballestrasse | Market President | Leadership |
Brunilda Wright | Director Of Treasury Management | Leadership |
Matt Cassell | Chief Banking Officer | Leadership |
David Stern | Director Of Investment Research | Leadership |
Hugh Miller | Senior Vice President | Leadership |
Tina Whitcomb | Director Of Client Services | Leadership |
Joan Lacroix | Chief Information Security Officer, Executive Director Risk Management | Leadership |
Joe O'Brien | Denver Market President | Leadership |
Michael Glass | Market President | Leadership |
Aif® Charlie Kirschner | Vice President Trust Investment Management Support Services | Leadership |
Joe Baio | Director Of Secondary Marketing | Leadership |
42 more people are available in the full profile.
Complete people profiles for First Western Trust
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IPO & Listings of First Western Trust
First Western Trust is a publicly listed company on the NASDAQ with ticker symbol MYFW in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
- IPO date19 Jul 2018
- Listed onNASDAQ: MYFW
- Listed entityFirst Western Financial, Inc.
- Exchange sectorFinance
- ISINUS33751L1052
- Share price$29.70 (-0.7% on the day) · 2026-10-13
- Market capitalisation$290.0M
- Price to earnings15.9
- EPS (diluted, trailing year)$1.86
- Volume (last session)41,123
Financials of First Western Trust
| Year | Revenue | Net income | EBITDA |
|---|---|---|---|
| 2025 | $186.3M | $13.2M | |
| 2024 | $180.4M | $8.5M | |
| 2023 | $168.3M | $5.2M | |
| 2022 | $128.6M | $21.7M | |
| 2021 | $101.6M | $20.6M |
Detailed financial statements for First Western Trust
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
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Investments & Acquisitions by First Western Trust
First Western Trust has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Financial Management Advisors and Rocky Mountain Bank.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Commercial banking services are offered to businesses and individuals. | rmbank.com | Billings, United States | 1998 | Dec 2021 | •••• | |
Diversified investment management services are provided to clients. | financialmanagementadvisors.com | Tullahoma, United States | 2001 | Jun 2008 | •••• |
Complete acquisition details for First Western Trust
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Timeline of First Western Trust
6 dated milestones of First Western Trust across 17 years, from founding to its latest funding, stage changes and deals.
- Founded First Western Trust is founded.
- Funding First funding round of $2.8M.
- Acquisition Acquires Financial Management Advisors.
- IPO Lists on the stock exchange (IPO).
- Funding Latest funding round, Post-IPO, of $8.0M.
- Acquisition Acquires Rocky Mountain Bank.
Competitors of First Western Trust
First Western Trust has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of First Western Trust
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Web traffic of First Western Trust
The website of First Western Trust (myfw.com) receives about 22.5K visits a month.
- Monthly visits22.5K
Websites whose visitors overlap most with First Western Trust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| csbt.com | 100% | 680.7K | View details | ||
| wealthenhancement.com | 99% | 100.9K | #324,398 | View details | |
| devere-group.com | 97% | #503,216 | View details | ||
firstwestern.bank | firstwestern.bank | 83% | #564,768 | – | |
peakfinancial.net | peakfinancial.net | 72% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 16 similar websites and full traffic analytics for First Western Trust
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- 16 similar websites
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Top companies in Asset Management
3 companies that operate in the same segment as First Western 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 First Western Trust
Complete news archive for First Western Trust
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Frequently Asked Questions about First Western Trust
First Western Trust was founded in 2004 and raised its 1st funding round 1 year after it was founded.
First Western Trust is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Scott Wylie is the CEO of First Western Trust, as recorded in our data.
First Western Trust is a funded company, having raised a total of $51.36M across 11 funding rounds to date. The company's 1st funding round was a Series B of $5.29M, raised on May 2005.
Annual revenue of First Western Trust is $186.34M as on Dec 31, 2025.
First Western Trust was founded in 2004 and is headquartered in Denver, United States. Operations are centered on the wealth management sector, where advisory and investment services are offered to individuals and institutions. The firm is led by CEO Scott Wylie. Focus is placed on the Rocky Mountain region, with extensions to national markets. Domain myfw.com is utilized for online presence.
First Western Trust's top competitors include Focus Financial Partners, Alera Group and Wintrust.
First Western Trust offers Private Banking, Commercial Banking, and Wealth Management.
Yes, First Western Trust is publicly traded on NASDAQ under the ticker symbol MYFW.
First Western Trust has made 2 acquisitions, including Financial Management Advisors, and Rocky Mountain Bank.
First Western Trust operates through First Western Trust Bank.