US Trust

New York, United States Founded: 1853 • Age: 173 yrs
Wealth management firm
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About US Trust

US Trust is a company based in New York (United States) founded in 1853.. US Trust has completed 2 acquisitions, including Radnor Capital Management and nctrust.com. US Trust offers products and services including Investment Management, Art Services, and Banking and Cash Management. US Trust operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.

  • Headquarter New York, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Bank Of America, N.A.
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    N/A

    (Jul 02, 2007)

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Products & Services of US Trust

US Trust offers a comprehensive portfolio of products and services, including Investment Management, Art Services, and Banking and Cash Management. 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.

Primary

Manages investments and portfolios for high-net-worth clients

Assists with art collection management and valuation

Provides cash flow and banking solutions for clients

Funding Insights of US Trust

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by US Trust

US Trust has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Radnor Capital Management and nctrust.com. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
nctrust.com was founded in 1995 amid limited available details.
1995
Diversified investment and wealth management services are provided.
1989
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - US Trust

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Us Trust Comparisons

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Competitors of US Trust

US 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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
M&A advisory, capital markets, and wealth management services are offered.
domain founded_year HQ Location
Bank offering diversified financial services
domain founded_year HQ Location
Business consulting services are provided to banks and lending institutions.
domain founded_year HQ Location
HR, insurance, and liability services are provided by Alera Group.
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
Provider of wealth management services
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Us Trust

BofA completes acquisition of U.S. Trust
Investmentnews18 years ago
OpVista nets $28M funding
Bizjournals19 years ago
OpVista 'C' round nets $10 M
Ecnmag22 years ago

Frequently Asked Questions about US Trust

When was US Trust founded?

US Trust was founded in 1853.

Where is US Trust located?

US Trust is headquartered in New York, United States. It is registered at New York, New York, United States.

What does US Trust do?

US Trust, established in 1853 and currently in Acquired stage, focuses on offering financial products and advice, managing assets, and managing wealth portfolios. Wealth management firm. Adapting to market demands with innovation and client-focused strategies. It continues to evolve, meeting industry challenges with strategic approaches.

Who are the top competitors of US Trust?

US Trust's top competitors include Focus Financial Partners, Alera Group and Raymond James.

What products or services does US Trust offer?

US Trust offers Investment Management, Art Services, and Banking and Cash Management.

How many acquisitions has US Trust made?

US Trust has made 2 acquisitions, including Radnor Capital Management, and nctrust.com.

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