About Whittier Trust Company
Whittier Trust Company is a company based in South Pasadena (United States) founded in 1989. It operates as a B2B, and Advisory Services. Whittier Trust Company offers products and services including Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services. Whittier Trust Company operates in a competitive market with competitors including Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, among others.
- Headquarter South Pasadena, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name M. H. Whittier Corporation
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Annual Revenue
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Net Profit
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Products & Services of Whittier Trust Company
Whittier Trust Company offers a comprehensive portfolio of products and services, including Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services. 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.
Manages family wealth, legacy, and personalized financial planning.
Provides strategies for investments and alternative assets management.
Assists with charitable giving and philanthropy strategies.
Offers guidance on real estate investments and property management.
Handles trust administration and estate planning needs.
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Funding Insights of Whittier Trust Company
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Whittier Trust Company
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Whittier Trust Company
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Whittier Trust Company Comparisons
Competitors of Whittier Trust Company
Whittier Trust Company 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 Stonehage Fleming Family & Partners, Rockefeller Capital Management, Pathstone Federal Street, Silvercrest Asset Management Group and Cresset Capital Management, 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 |
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Multi-family office services are provided to high-net-worth clients.
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| domain | founded_year | HQ Location |
Provider of multi family office services
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| domain | founded_year | HQ Location |
Multi-family office services are provided for asset management needs.
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| domain | founded_year | HQ Location |
Offers wealth management, investment advisory, and family office services for entrepreneurs and families.
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| domain | founded_year | HQ Location |
Provides equity capital and strategic advice to growth-oriented companies across sectors.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Whittier Trust Company
Frequently Asked Questions about Whittier Trust Company
When was Whittier Trust Company founded?
Whittier Trust Company was founded in 1989.
Where is Whittier Trust Company located?
Whittier Trust Company is headquartered in South Pasadena, United States. It is registered at South Pasadena, California, United States.
What does Whittier Trust Company do?
Whittier Trust is a wealth management firm that delivers personalized services including family office, investments, alternatives, philanthropy, real estate, and trust solutions. It operates through multiple offices across the United States, advising clients on legacy planning and financial strategies. The company emphasizes independent, tailored approaches to meet individual needs, focusing on high-net-worth individuals and families.
Who are the top competitors of Whittier Trust Company?
Whittier Trust Company's top competitors include Stonehage Fleming Family & Partners, Silvercrest Asset Management Group and Rockefeller Capital Management.
What products or services does Whittier Trust Company offer?
Whittier Trust Company offers Family Office Services, Investments and Alternatives, Philanthropy Services, Real Estate Services, and Trust Services.