Investment management services are provided by Sabal Trust to clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 5 Services tracked
Competitors 9 Brand Intelligence

About Sabal Trust

Sabal Trust is a company was acquired by Hancock and Whitney in January 2025. Sabal Trust offers products and services including Trust Administration, Investment Management, Retirement Planning, Estate Settlement, and Family Office Services. Sabal Trust operates in a competitive market with competitors including Fidelity Investments, Nordea, Generali, Investec and BNP Paribas, among others.

  • Sectors
    Financial Services
  • Phone
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  • Legal Name Sabal Trust Company
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Latest Funding Round
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  • Investors
  • Employee Count
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  • Acquired by
    Hancock and Whitney

    (Jan 21, 2025)

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Products & Services of Sabal Trust

Sabal Trust offers a comprehensive portfolio of products and services, including Trust Administration, Investment Management, Retirement Planning, Estate Settlement, and Family Office Services.

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Primary

Manages accounts and protects client assets effectively.

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Constructs portfolios to achieve personalized investment goals.

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Provides strategies for long-term retirement financial security.

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Handles administration and safeguarding of estates during transitions.

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Coordinates advisors for comprehensive family financial management.

People of Sabal Trust

Headcount 10-50
Employee Profiles 18
Employee Profiles
People
Lee Schielka
Relationship Manager
People
Alex Turner
Trust And Investment Associate
People
Lucas Devicente
Family Office - Managing Principal
People
Christina Barrett
Principal & Senior Fiduciary

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Funding Insights of Sabal Trust

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Detailed funding history for Sabal Trust

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Investors in Sabal Trust

Sabal Trust has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Hancock and Whitney.

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Institutional
Investor Description Founded Year Domain Location
Commercial banking services are offered across the United States.
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Investor details for Sabal Trust

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Investments & Acquisitions by Sabal Trust

Investments
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Investment portfolio details for Sabal Trust

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  • Transaction dates
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Financial Statements - Sabal Trust

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Detailed financials for Sabal Trust

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Sabal Trust Comparisons

Sabal Trust Primary company
Description
Investment management services are provided by Sabal Trust t...
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Annual Revenue
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Net Profit
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EBITDA
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Peer comparison for Sabal Trust

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Competitors of Sabal Trust

Sabal 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 Fidelity Investments, Nordea, Generali, Investec and BNP Paribas, among others.

Company Name Domain Founded year HQ Location Description
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Nordea is recognized as a leading Nordic universal bank.
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Diversified insurance and asset management services are offered globally.
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Global banking, investment, and wealth management services are offered worldwide.
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Banking & financial service provider
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Wealth management, investment advisory, and financial services are provided.
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Detailed competitors of Sabal Trust

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Latest news on Sabal Trust

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Complete news archive for Sabal Trust

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Frequently Asked Questions about Sabal Trust

Investment management services are offered by Sabal Trust within the financial sector. Portfolio oversight and asset allocation are handled for institutional and individual investors. Operations are managed through the domain sabaltrust.com, with a focus on regulatory compliance and risk assessment. Expertise in diversified investment strategies is applied across various asset classes. The firm is established as a dedicated provider in the investment industry, supporting long-term financial objectives for clients.

Sabal Trust's top competitors include Fidelity Investments, Investec and Aviva.

Sabal Trust offers Trust Administration, Investment Management, Retirement Planning, Estate Settlement, and Family Office Services.

Sabal Trust has 1 investor. Key investors include Hancock and Whitney.

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