About Bryn Mawr Trust
Bryn Mawr Trust is a Financial Services company based in Philadelphia (United States) founded in 1994, and was acquired by WSFS Bank in October 2016. Investment research services are provided by West Capital. It operates on a Professional Services and Commission-Based model. Bryn Mawr Trust offers products and services including Wealth Management, Investment Management, Trust and Estate Services, Private Banking, and Corporate Retirement Plans. Its focus areas include Financials, Wealth Management and Trust and Advisory Services. Its legal entity is Wilmington Savings Fund Society, FSB d/b/a Bryn Mawr Trust.
Company details
Wealth management and financial planning services are offered by Bryn Mawr Trust to individuals, families, businesses, and nonprofits. Operations are focused in the financial sector, covering investment management, trust and estate services, private banking, and corporate retirement plans. Customized solutions are provided to align resources with clients goals across Pennsylvania, Delaware, and New Jersey.
Products & Services of Bryn Mawr Trust
Bryn Mawr Trust offers a comprehensive portfolio of products and services, including Wealth Management, Investment Management, Trust and Estate Services, Private Banking, and Corporate Retirement Plans.
Wealth planning services are offered for financial security.
Diversified portfolios are created for long-term investment goals.
Estate planning support is provided for legacy protection.
Tailored banking solutions are delivered for financial simplification.
Retirement plan advisory services are offered to companies.
Investors in Bryn Mawr Trust
Bryn Mawr Trust has secured backing from 1 investor. Prominent investors backing the company include WSFS Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial bank | 1832 | wsfsbank.com | Wilmington, United States |
Investor details for Bryn Mawr Trust
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Bryn Mawr Trust
1 people are tracked at Bryn Mawr Trust (1 in leadership).
| Name | Role | Group |
|---|---|---|
Raymond J McCaffrey | Managing Director | Leadership |
Complete people profiles for Bryn Mawr 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.
Timeline of Bryn Mawr Trust
2 dated milestones of Bryn Mawr Trust across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Bryn Mawr Trust is founded.
- Exit Acquired by WSFS Bank.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Bryn Mawr Trust (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
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|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
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Frequently Asked Questions about Bryn Mawr Trust
Bryn Mawr Trust was founded in 1994.
Bryn Mawr Trust is headquartered in Philadelphia, United States. It is registered at Philadelphia, Pennsylvania, United States.
Wealth management and financial planning services are offered by Bryn Mawr Trust to individuals, families, businesses, and nonprofits. Operations are focused in the financial sector, covering investment management, trust and estate services, private banking, and corporate retirement plans. Customized solutions are provided to align resources with clients goals across Pennsylvania, Delaware, and New Jersey.
Bryn Mawr Trust offers Wealth Management, Investment Management, Trust and Estate Services, Private Banking, and Corporate Retirement Plans.
Bryn Mawr Trust has 1 investor. Key investors include WSFS Bank.
Bryn Mawr Trust operates through Wilmington Savings Fund Society, Fsb D/B/A Bryn Mawr Trust.
Yes. Bryn Mawr Trust was acquired by WSFS Bank in October 2016.