About First Western Trust
First Western Trust is a company based in Denver (United States) founded in 2004.. 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. First Western Trust offers products and services including Private Banking, Commercial Banking, and Wealth Management. First Western Trust operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Denver, United States
- Stage Public
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name First Western Financial, Inc.
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Annual Revenue
$186.34 M0as on Dec 31, 2025
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Net Profit
$13.19 M0as on Dec 31, 2025
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EBITDA
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Total Equity Funding
$51.36 M (USD)
in 11 rounds
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Latest Funding Round
$8 M (USD), Post-IPO
Mar 17, 2020
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Financial Management Advisors
& 1 more
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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.
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. 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.
Tailored financial services for high-net-worth individuals and families.
Solutions for business growth and financial management.
Personalized strategies for investment and estate planning.
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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 Total Funding
- Total Rounds 11
- Last Round Post-IPO — $8.0M
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First Round
First Round
(01 May 2005)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Mar, 2020 | Amount | Post-IPO - First Western Trust | Valuation |
investors |
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| Sep, 2017 | Amount | Series C - First Western Trust | Valuation |
investors |
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| Oct, 2016 | Amount | Series C - First Western Trust | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. 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.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Diversified investment management services are provided to clients.
|
2001 | ||||
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Commercial banking services are offered to businesses and individuals.
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1998 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - First Western Trust
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
First Western Trust Comparisons
Competitors of First Western Trust
First Western Trust 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, 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 |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on First Western Trust
Frequently Asked Questions about First Western Trust
When was First Western Trust founded?
First Western Trust was founded in 2004 and raised its 1st funding round 1 year after it was founded.
Where is First Western Trust located?
First Western Trust is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Who is the current CEO of First Western Trust?
Scott Wylie is the current CEO of First Western Trust.
Is First Western Trust a funded company?
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 C of $7.07M, raised on May 01, 2005.
What is the annual revenue of First Western Trust?
Annual revenue of First Western Trust is $186.34M as on Dec 31, 2025.
What does First Western Trust do?
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.
Who are the top competitors of First Western Trust?
First Western Trust's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does First Western Trust offer?
First Western Trust offers Private Banking, Commercial Banking, and Wealth Management.
Is First Western Trust publicly traded?
Yes, First Western Trust is publicly traded on NASDAQ under the ticker symbol MYFW.
How many acquisitions has First Western Trust made?
First Western Trust has made 2 acquisitions, including Financial Management Advisors, and Rocky Mountain Bank.
What is First Western Trust's ticker symbol?
The ticker symbol of First Western Trust is MYFW on NASDAQ.