About Spinnaker Trust
Spinnaker Trust is a company based in Portland (United States) founded in 2001. The company has 29 employees. 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
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website spinnakertrust.com
- Social LinkedIn X
- Legal Name Bergen & Parkinson, Llc
- Employee Count29
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.
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
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| wealthenhancement.com | 1997 | Minneapolis, United States | $1.91M | 1,277 | Diversified investment management services are provided to clients. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. |
Detailed competitors of Spinnaker Trust
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Web traffic of Spinnaker Trust
The website of Spinnaker Trust (spinnakertrust.com) receives about 1.1K visits a month.
- Monthly visits1.1K
▼ 28.3% vs previous month
Latest news on Spinnaker Trust
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Similar companies to Spinnaker Trust
10 companies that operate in the same segment as Spinnaker Trust (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Spinnaker Trust
Spinnaker Trust was founded in 2001.
Spinnaker Trust is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
Spinnaker Trust has 29 employees.
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.
Spinnaker Trust's top competitors include Fidelity Investments, Investec and S&P Global.
Spinnaker Trust offers Wealth Management, Trustee Services, ESOP Trustee Services, and Real Estate Services.
Spinnaker Trust operates through Bergen & Parkinson, Llc.