About Spinnaker Trust
Spinnaker Trust is a company based in Portland (United States) founded in 2001.. The company has 29 employees as of December 31, 2021. Spinnaker Trust offers products and services including Wealth Management, Trustee Services, ESOP Trustee Services, and Real Estate Services. Spinnaker Trust operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Guggenheim Partners, among others.
- Headquarter Portland, United States
- Employees 29 as on 31 Dec, 2021
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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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- Legal Name Bergen & Parkinson, Llc
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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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Investors
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Employee Count
29
as on Dec 31, 2021
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Products & Services of Spinnaker Trust
Spinnaker Trust offers a comprehensive portfolio of products and services, including Wealth Management, Trustee Services, ESOP Trustee Services, and Real Estate 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.
Optimizes client assets and aligns with financial goals
Assists trustees and beneficiaries with financial oversight
Ensures fiduciary obligations for employee stock ownership
Helps unlock value from real estate portfolios and investments
Funding Insights of Spinnaker Trust
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Spinnaker Trust
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Spinnaker Trust
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Spinnaker Trust Comparisons
Competitors of Spinnaker Trust
Spinnaker 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, Northwestern Mutual and Guggenheim Partners, 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
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Spinnaker Trust
Frequently Asked Questions about Spinnaker Trust
When was Spinnaker Trust founded?
Spinnaker Trust was founded in 2001.
Where is Spinnaker Trust located?
Spinnaker Trust is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
How many employees does Spinnaker Trust have?
As of Dec 31, 2021, the latest employee count at Spinnaker Trust is 29.
What does Spinnaker Trust do?
Spinnaker Trust was established in 2001 and is headquartered in Portland, United States. Operations focus on the financial services sector, where investment management, trustee administration, and financial planning are handled for clients. These services support wealth preservation and growth strategies, with activities conducted primarily in the domestic market. The firm maintains a domain at spinnakertrust.com for client access and information.
Who are the top competitors of Spinnaker Trust?
Spinnaker Trust's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Spinnaker Trust offer?
Spinnaker Trust offers Wealth Management, Trustee Services, ESOP Trustee Services, and Real Estate Services.
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