First Western Trust

Denver, United States Founded: 2004 • Age: 22 yrs
Wealth management firm
Annual revenue $186.3M Latest available
Total funding $51.4M 11 rounds
Employees - Tracked headcount
Investors - Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

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
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name First Western Financial, Inc.
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $186.34 M (USD)
    0
    as on Dec 31, 2025
  • Net Profit
    $13.19 M (USD)
    0
    as on Dec 31, 2025
  • EBITDA
    Not available
  • Total Equity Funding
    $51.36 M (USD)

    in 11 rounds

  • Latest Funding Round
    $8 M (USD), Post-IPO

    Mar 17, 2020

  • Investors
    Not available
  • Employee Count
    Not available
  • Investments & Acquisitions
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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.

Exchange: NASDAQ · Ticker: MYFW · Sector: Finance · USA

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.

Product name locked
Category locked
Primary

Tailored financial services for high-net-worth individuals and families.

Product name locked
Category locked
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Solutions for business growth and financial management.

Product name locked
Category locked
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Personalized strategies for investment and estate planning.

People of First Western Trust

Headcount 200-500
Employee Profiles 62
Employee Profiles
People
Julie Courkamp
Chief Financial Officer
People
Graham Cauthorn
Senior Portfolio Manager
People
James Scott
Chief Client Experience Officer
People
Cfp® James Keller
Portfolio Manager

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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.

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.

Investments
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Investment portfolio details for First Western Trust

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

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  • Transaction dates
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Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Diversified investment management services are provided to clients.
Locked Locked 2001 Locked
Commercial banking services are offered to businesses and individuals.
Locked Locked 1998 Locked
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Complete acquisition details for First Western Trust

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Financial Statements - First Western Trust

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Detailed financials for First Western Trust

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First Western Trust Comparisons

First Western Trust Primary company
Description
Wealth management firm
Location
Denver, United States
Founded Year
2004
Annual Revenue
$186.34 M (USD)
Net Profit
$13.19 M (USD)
EBITDA
Not available
Employees
Not available
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Peer comparison for First Western Trust

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

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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.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Business consulting services are provided to banks and lending institutions.
Locked Locked Locked
HR, insurance, and liability services are provided by Alera Group.
Locked Locked Locked
Bank offering diversified financial services
Locked Locked Locked
Provider of wealth management services
Locked Locked Locked
A full-service stockbroker offering diverse investment options in India.
Locked Locked Locked
M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of First Western Trust

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Latest news on First Western Trust

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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 current CEO of First Western Trust.

First Western Trust is a funded company, having raised a total of $51.36M across 11 funding rounds to date.

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 Raymond James.

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.

The ticker symbol of First Western Trust is MYFW on NASDAQ.

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