About Trust Point
Trust Point is a Financial Services company based in La Crosse (United States) founded in 1913. It offers financial planning, investment management, and trust services to clients and organizations. It operates on a B2B and B2C model in Financial Services and Government & Social Sector sectors. Trust Point offers products and services including Wealth Management, Financial Planning, Trust Administration, Retirement Planning, and Investment Management. Its focus areas include Finance, Wealth Management, Investment Management and Retirement Planning. Its legal entity is Trust Point Inc. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Trust Point Inc. is a financial services firm based in the United States, focusing on wealth management, investment strategies, and estate administration. They deliver customized solutions for retirement planning, business services, and charitable giving, serving wealthy individuals, families, businesses, and non-profits. With a commitment to fiduciary standards, they build long-term relationships across multiple locations to help clients achieve financial goals.
- Headquarters La Crosse, United States
- SectorsFinancial ServicesGovernment & Social Sector
- Email••••••••
- Phone•••• ••••
- Website trustpointinc.com
- Social LinkedIn Facebook Instagram YouTube
- Legal Name Trust Point Inc.
Products & Services of Trust Point
Trust Point offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, Trust Administration, Retirement Planning, and Investment Management.
Service for managing investments and financial strategies for clients.
Strategic advice on personal and business financial goals.
Management of trusts for estate and beneficiary needs.
Planning and advice for retirement savings and pensions.
Oversight of investment portfolios for growth and security.
Apps and channels of Trust Point
its YouTube channel Trust Point Inc. has 125 subscribers and 30 videos.
Videos from Trust Point
The most watched videos on Trust Point's YouTube channel, Trust Point Inc. (125 subscribers). Click a video to play it here.
More on Trust Point Inc..
People of Trust Point
60 people are tracked at Trust Point (19 in leadership, 41 in team).
| Name | Role | Group |
|---|---|---|
Bill Bosch | President & CEO | Leadership |
Luke Raymer | Chief Technology Officer | Leadership |
Beth Hoven | Chief Financial Officer | Leadership |
Jill Taylor | Chief Administrative Officer | Leadership |
Brian Boyer | Managing Director, Minneapolis | Leadership |
Erica Rytilahti | Senior Managing Director, Wealth Management | Leadership |
Julie Westbrock | Vice President, Development | Leadership |
Lisa Woyczik | Vice President, Operations | Leadership |
Cassie Feller | VP Of Operations - Wealth Management | Leadership |
Yan Arsenault | Chief Investment Officer | Leadership |
Randy van Rooyen | Senior Vice President - Strategic Relationship | Leadership |
Brian Koopman | Chief Operating Officer | Leadership |
Dar Isaacson | Executive Vice President | Leadership |
Jason Munz | Chief Revenue Officer | Leadership |
Angela Strangman | Chief Marketing Officer | Leadership |
Christine Schmidt | Senior Managing Director, Family Office | Leadership |
Brenda Stuhr | Vice President Of Wealth Management | Leadership |
Allyson Krause | Managing Director, Retirement Plan Services | Leadership |
Mark Chamberlain | Senior Vice President | Leadership |
Kristy Abraham | Project Manager | Team |
40 more people are available in the full profile.
Complete people profiles for Trust Point
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Competitors of Trust Point
Trust Point has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| 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 | |
| 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. |
Detailed competitors of Trust Point
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Web traffic of Trust Point
Websites that share an audience with Trust Point (trustpointinc.com).
Websites whose visitors overlap most with Trust Point. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| firstmerc.com | 88% | View details | |||
| missiontrust.com | 63% | 6K | View details | ||
| twentyoverten.com | 55% | 18K | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Trust Point (Asset Management) in United States, 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 | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Trust Point
Complete news archive for Trust Point
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Frequently Asked Questions about Trust Point
Trust Point was founded in 1913.
Trust Point is headquartered in La Crosse, United States. It is registered at La Crosse, Wisconsin, United States.
Trust Point Inc. is a financial services firm based in the United States, focusing on wealth management, investment strategies, and estate administration. They deliver customized solutions for retirement planning, business services, and charitable giving, serving wealthy individuals, families, businesses, and non-profits. With a commitment to fiduciary standards, they build long-term relationships across multiple locations to help clients achieve financial goals.
Trust Point's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Trust Point offers Wealth Management, Financial Planning, Trust Administration, Retirement Planning, and Investment Management.
Trust Point operates through Trust Point Inc..