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
Not available
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Not available
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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.
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
Detailed funding history for Spinnaker Trust
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Investments & Acquisitions by Spinnaker Trust
Investment portfolio details for Spinnaker Trust
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Financial Statements - Spinnaker Trust
Detailed financials for Spinnaker Trust
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Spinnaker Trust Comparisons
Peer comparison for Spinnaker Trust
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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.
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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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Northwestern Mutual is engaged in financial planning and insurance services.
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Asset management and investment advisory services are provided to clients.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Spinnaker Trust
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Latest news on Spinnaker Trust
Complete news archive for Spinnaker Trust
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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.
As of Dec 31, 2021, the latest employee count at Spinnaker Trust is 29.
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.