About Wealth Advisors Trust
Wealth Advisors Trust is a Financial Services company based in Rapid City (United States) founded in 2009 by Chuck Sharpe, Steve Blankenship, Ralph Pence, and Christopher Holtby. It offers trustee services, trust management, and estate settlement for advisors and beneficiaries. It operates on a B2B model. The company has 4 employees. Its website wealthadvisorstrust.com draws about 681 thousand monthly visits. Wealth Advisors Trust offers products and services including Trustee Services and Trust Transfer Services. Its focus areas include Trust and Estate Planning, Corporate Trustees and Advisor Services. Its legal entity is WEALTH ADVISORS TRUST COMPANY. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Wealth Advisors Trust Company specializes in trustee services, focusing on enhancing relationships between financial advisors and clients through collaborative solutions. Based in Rapid City, South Dakota, they utilize state trust laws to handle trust transfers, estate settlements, and related activities. They serve advisors, beneficiaries, and attorneys with innovative, efficient processes to manage wealth effectively.
- Headquarters Rapid City, United States
- Employees 4
- Founders Chuck Sharpe, Steve Blankenship, Ralph Pence, Christopher Holtby
- SectorsFinancial Services
- Email••••••••
- Website wealthadvisorstrust.com
- Social X Facebook
- Legal Name Wealth Advisors Trust Company
- Employee Count4
Products & Services of Wealth Advisors Trust
Wealth Advisors Trust offers a comprehensive portfolio of products and services, including Trustee Services and Trust Transfer Services.
Provides white glove services for advisors and clients in trust administration.
Handles paperwork and transfers for client trusts efficiently and securely.
People of Wealth Advisors Trust
7 people are tracked at Wealth Advisors Trust (5 in leadership, 2 in team); the tracked headcount is 4.
| Name | Role | Group |
|---|---|---|
Chuck Sharpe | Co-Founder | Leadership |
Steve Blankenship | Co-Founder | Leadership |
Ralph Pence | Co-Founder | Leadership |
Christopher Holtby | Co-Founder | Leadership |
Matt Paladini | Co-Founder | Leadership |
Kendall Russell | Business Development Representative | Team |
Chelsea Stevenson | Sales Development Representative | Team |
Complete people profiles for Wealth Advisors Trust
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Competitors of Wealth Advisors Trust
Wealth Advisors Trust has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Wealth Advisors Trust
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Wealth Advisors Trust
The website of Wealth Advisors Trust (wealthadvisorstrust.com) receives about 680.7K visits a month.
- Monthly visits680.7K
▼ 6.7% vs previous month
Websites whose visitors overlap most with Wealth Advisors Trust. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wealth Advisors Trust
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment Banks
3 companies that operate in the same segment as Wealth Advisors Trust (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Wealth Advisors Trust
Wealth Advisors Trust was founded in 2009.
Wealth Advisors Trust is headquartered in Rapid City, United States. It is registered at Rapid City, South Dakota, United States.
Wealth Advisors Trust has 4 employees.
Wealth Advisors Trust Company specializes in trustee services, focusing on enhancing relationships between financial advisors and clients through collaborative solutions. Based in Rapid City, South Dakota, they utilize state trust laws to handle trust transfers, estate settlements, and related activities. They serve advisors, beneficiaries, and attorneys with innovative, efficient processes to manage wealth effectively.
Wealth Advisors Trust's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Wealth Advisors Trust offers Trustee Services and Trust Transfer Services.
Wealth Advisors Trust operates through Wealth Advisors Trust Company.
The website of Wealth Advisors Trust receives about 681 thousand visits a month.