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
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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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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
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Acquired by
Equity Trust
(Aug 07, 2023)
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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
People of Midland Trust
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Funding Insights of Midland Trust
Detailed funding history for Midland Trust
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Investors in Midland Trust
Midland Trust has secured backing from 1 investor. Prominent investors backing the company include Equity Trust.
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Investor details for Midland Trust
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Investments & Acquisitions by Midland Trust
Investment portfolio details for Midland Trust
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Financial Statements - Midland Trust
Detailed financials for Midland Trust
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Midland Trust Comparisons
Peer comparison for Midland Trust
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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.
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Financial and risk advisory solutions are provided globally.
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Detailed competitors of Midland Trust
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Latest news on Midland Trust
Complete news archive for Midland Trust
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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.