About TrustCore
TrustCore is a company based in Brentwood (United States) founded in 1984 was acquired by CAPTRUST in January 2023. TrustCore offers products and services including Wealth Planning, Investment Advisory, and Fiduciary Services. TrustCore operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Brentwood, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website trustcore.com
- Social LinkedIn X Facebook
- Acquired by CAPTRUST (Jan 2023)
Products & Services of TrustCore
TrustCore offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advisory, and Fiduciary Services.
Provides tailored strategies for wealth management and goal achievement.
Offers advice on portfolios and risk management for clients.
Delivers co-fiduciary support for retirement plans and endowments.
Investors in TrustCore
TrustCore has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for TrustCore
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People of TrustCore
1 people are tracked at TrustCore (1 in leadership).
| Name | Role | Group |
|---|---|---|
Gary Dean | CEO | Leadership |
Complete people profiles for TrustCore
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Timeline of TrustCore
2 dated milestones of TrustCore across 39 years, from founding to its latest funding, stage changes and deals.
- Founded TrustCore is founded.
- Exit Acquired by CAPTRUST.
Competitors of TrustCore
TrustCore 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| 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 |
Detailed competitors of TrustCore
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Latest news on Trustcore
Complete news archive for TrustCore
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Similar companies to TrustCore
10 companies that operate in the same segment as TrustCore (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 TrustCore
TrustCore was founded in 1984.
TrustCore is headquartered in Brentwood, United States.
Gary Dean is the current CEO of TrustCore.
TrustCore was established in 1984 in Brentwood, United States, within the financial services sector. Operations focus on retirement planning, tax reduction strategies, investment management, and related advisory services. These offerings are provided to clients seeking long-term financial guidance. The company is led by CEO Gary Dean and maintains its primary location in the United States.
TrustCore's top competitors include Fidelity Investments, Investec and S&P Global.
TrustCore offers Wealth Planning, Investment Advisory, and Fiduciary Services.
TrustCore has 1 investor. Key investors include CAPTRUST.
Yes. TrustCore was acquired by CAPTRUST in January 2023.