Sabal Trust

Investment management services are provided by Sabal Trust to clients.
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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
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Sabal Trust Company
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
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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. 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.

Primary

Manages accounts and protects client assets effectively.

Constructs portfolios to achieve personalized investment goals.

Provides strategies for long-term retirement financial security.

Handles administration and safeguarding of estates during transitions.

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

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Sabal Trust

Sabal Trust has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Hancock and Whitney. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are offered across the United States.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Sabal Trust

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Sabal Trust

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Sabal Trust Comparisons

Employees
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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. 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
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Nordea is recognized as a leading Nordic universal bank.
domain founded_year HQ Location
Diversified insurance and asset management services are offered globally.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Banking & financial service provider
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Sabal Trust

Frequently Asked Questions about Sabal Trust

What does Sabal Trust do?

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.

Who are the top competitors of Sabal Trust?

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

What products or services does Sabal Trust offer?

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

Who are Sabal Trust's investors?

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

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