About Midland Trust
Midland Trust is a company based in Fort Myers (United States) founded in 2004 was acquired by Equity Trust in August 2023. Midland Trust offers products and services including Self-Directed IRA, 1031 Exchange, and Client Portal. Midland Trust operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Fort Myers, United States
- SectorsFinancial Services
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website midlandtrust.com
- Social LinkedIn X Facebook YouTube
- Acquired by Equity Trust (Aug 2023)
- Investors
- Acquired byEquity Trust
(Aug 2023)
Products & Services of Midland Trust
Midland Trust offers a comprehensive portfolio of products and services, including Self-Directed IRA, 1031 Exchange, and Client Portal.
Provides secure custody for alternative assets in retirement accounts
Facilitates tax-deferred property exchanges for investors
Online platform for account viewing and document uploads
Apps and channels of Midland Trust
its YouTube channel Equity Trust Company has 14K subscribers and 30 videos.
Videos from Midland Trust
The most watched videos on Midland Trust's YouTube channel, Equity Trust Company (14K subscribers). Click a video to play it here.
More on Equity Trust Company.
Investors in Midland Trust
Midland Trust has secured backing from 1 investor. Prominent investors backing the company include Equity Trust.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Custody of listed securities is managed through dedicated services. | 1974 | trustetc.com | Akron, United States |
Investor details for Midland 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 Midland Trust
32 people are tracked at Midland Trust (13 in leadership, 19 in team).
| Name | Role | Group |
|---|---|---|
Dave Owens | CEO | Leadership |
Whitney Ambuter Pope | Senior Vice President Of Compliance | Leadership |
Brad Janitz | Vice President | Leadership |
Mike Larson | Compliance Director | Leadership |
Warren Fountaine | Senior Vice President - CFO | Leadership |
Joe Stolz | Executive Vice President / Chief Technology Officer | Leadership |
Adam Sypniewski | Managing Director | Leadership |
Ces Theresa Knower | Senior Vice President | Leadership |
Lori Hartigan | Head Of Brand Marketing | Leadership |
Daniel Hanlon | Senior Vice President | Leadership |
Brandon Hall | President | Leadership |
Cisp Kelsey Dineen | Vice President | Leadership |
Logan Thune | VP Of Trust Services | Leadership |
Alec Potts | Senior Trust Accounting Associate | Team |
Alivia Martindale | Compliance Associate | Team |
Paul Herbes | Senior Business Development Associate | Team |
Samantha Tennant | 1031 Exchange Associate | Team |
Deanna Moore | 1031 Associate | Team |
Casey Lopresti | Financial Services Admin | Team |
Marco Gonzalez | Information Technology Generalist | Team |
12 more people are available in the full profile.
Complete people profiles for Midland Trust
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Midland Trust
2 dated milestones of Midland Trust across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Midland Trust is founded.
- Exit Acquired by Equity Trust.
Competitors of Midland Trust
Midland 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | – | 10,466 | Mutual life insurance company | |
| amfam.com | 1927 | Madison, United States | – | 13,713 | Personal and business insurance products are provided nationwide. | |
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. | |
| duffandphelps.com | 1932 | New York, United States | – | 994 | Financial and risk advisory solutions are provided globally. | |
| firstcommand.com | 1958 | Fort Worth, United States | – | 761 | Offers financial coaching, investing, insurance, and banking for military families. |
Detailed competitors of Midland 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 Midland Trust
The website of Midland Trust (midlandtrust.com) receives about 34.6K visits a month and ranks #676,027 among all websites worldwide, #6,604 in Investing.
- Monthly visits34.6K
▲ 8.9% vs previous month
- Unique visitors9.8K
per month
- Global rank#676,027
among all websites
- Category rank#6,604
Finance · Investing
- Bounce rate36%
- Pages per visit5.0
- Average visit4 min 36 sec
- DevicesDesktop 84% · Mobile 16%
Websites whose visitors overlap most with Midland Trust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| dlpcapital.com | 100% | – | #1,200,451 | View details | |
broadviewfcu.com | broadviewfcu.com | 75% | – | #52,123 | – |
myequity.com | myequity.com | 68% | – | – | – |
| youtube.com | 31% | 30.4B | #2 | View details |
Latest news on Midland Trust
Complete news archive for Midland Trust
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Midland Trust
10 companies that operate in the same segment as Midland Trust (Asset Management), 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 | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Midland Trust
Midland Trust was founded in 2004.
Midland Trust is headquartered in Fort Myers, United States. It is registered at Fort Myers, Florida, United States.
Dave Owens is the current CEO of Midland Trust.
Midland Trust was established in 2004 in Fort Myers, United States, within the financial services sector. Investment advisory and financial planning services are offered to support client needs in wealth management and strategy development. Operations are centered in the U.S., with focus on advisory guidance for investments and long-term planning. Leadership is held by CEO Dave Owens, overseeing core activities in this domain.
Midland Trust's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Midland Trust offers Self-Directed IRA, 1031 Exchange, and Client Portal.
Midland Trust has 1 investor. Key investors include Equity Trust.
Yes. Midland Trust was acquired by Equity Trust in August 2023.