Smithfield Trust

Pittsburgh, United States Founded: 1996 • Age: 30 yrs Acquired By Waverly Advisors
Offers trust, fiduciary, investment management, and estate administration services.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 11 Brand Intelligence

About Smithfield Trust

Smithfield Trust is a company based in Pittsburgh (United States) founded in 1996 was acquired by Waverly Advisors in June 2026. It operates as a B2B and B2C. Smithfield Trust offers products and services including Trust and Fiduciary Services, Investment Management, Tax and Charitable Planning, and Estate Administration. Smithfield Trust operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.

  • Headquarter Pittsburgh, United States
  • Sectors
    Financial Services
  • Phone
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  • Website
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  • Legal Name Smithfield Trust Company
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
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  • EBITDA
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  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Waverly Advisors

    (Jun 17, 2026)

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Products & Services of Smithfield Trust

Smithfield Trust offers a comprehensive portfolio of products and services, including Trust and Fiduciary Services, Investment Management, Tax and Charitable Planning, and Estate Administration.

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Category locked
Primary

Services for preserving and protecting client legacies and assets.

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Custom strategies for short and long-term investment objectives.

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Planning to advance philanthropic goals for individuals and institutions.

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Acts as executor to implement testamentary intentions.

People of Smithfield Trust

Headcount 10-50
Employee Profiles 3
Employee Profiles
People
Adam Szczepanski
Executive Vice President

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Teams

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Funding Insights of Smithfield Trust

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Detailed funding history for Smithfield Trust

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  • Funding amounts
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Investors in Smithfield Trust

Smithfield Trust has secured backing from 1 investor. Prominent investors backing the company include Waverly Advisors.

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Investor Description Founded Year Domain Location
Asset and wealth management services are provided with retirement planning.
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Investor details for Smithfield Trust

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Investments & Acquisitions by Smithfield Trust

Investments
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Investment portfolio details for Smithfield Trust

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Financial Statements - Smithfield Trust

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Detailed financials for Smithfield Trust

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Smithfield Trust Comparisons

Smithfield Trust Primary company
Description
Offers trust, fiduciary, investment management, and estate a...
Location
Pittsburgh, United States
Founded Year
1996
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Smithfield Trust

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Competitors of Smithfield Trust

Smithfield 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, Investec, Morgan Stanley, Guggenheim Partners and FNZ, 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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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Smithfield Trust

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Latest news on Smithfield Trust

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Complete news archive for Smithfield Trust

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Frequently Asked Questions about Smithfield Trust

Smithfield Trust was founded in 1996.

Smithfield Trust is headquartered in Pittsburgh, United States. It is registered at Pittsburgh, Pennsylvania, United States.

Smithfield Trust Company is a private trust company regulated by the Pennsylvania Department of Banking, offering family office solutions including trust and fiduciary services, investment management, tax planning, and estate administration. It serves high-net-worth individuals and institutions, focusing on preserving legacies through customized strategies. Based in Pittsburgh, it emphasizes personalized, comprehensive wealth management to meet short and long-term goals.

Smithfield Trust's top competitors include Fidelity Investments, Investec and S&P Global.

Smithfield Trust offers Trust and Fiduciary Services, Investment Management, Tax and Charitable Planning, and Estate Administration.

Smithfield Trust has 1 investor. Key investors include Waverly Advisors.

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