Chevy Chase Trust Revenue

Investment Management • Bethesda, Maryland, United States • 101-200 Employees

Chevy Chase Trust revenue & valuation

Annual revenue	$16,700,000
Revenue per employee	$92,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$53,500,000
Total funding	No funding

Key Contacts at Chevy Chase Trust

Stacy Murchison

Senior Managing Director and Chief Marketing Officer

Mobile @chevychasetrust.com

Gregory K. Soueid

Managing Director - Chief Technology Officer (CTO)

Mobile @chevychasetrust.com

Company overview

Headquarters	7501 Wisconsin Avenue, Suite 1500 West, Bethesda, Maryland 20814, US
Phone number	+12404977355
Website	chevychasetrust.com
NAICS	5231
SIC	621
Keywords	Investing, Custody, Wealth Management, Financial Planning, Estate Planning, Investment Management, Philanthropy, Markets, Ira Rollovers, Thematic Investing, Multi Family Office Services, Tax-Exempt Securities, Tax Planning And Guidance, Trust And Fiduciary Services, Global Thematic Investing
Founded	1999
Employees	101-200
Socials

Chevy Chase Trust Email Formats

Chevy Chase Trust uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@chevychasetrust.com), used 53.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@chevychasetrust.com	53.7%
{first name}{last name}	johndoe@chevychasetrust.com	43.5%
{first initial}	j@chevychasetrust.com	1.9%

About Chevy Chase Trust

Chevy Chase Trust provides individuals, families and select institutions with an alternative to institutionalized money management. An independent and privately owned investment management firm, Chevy Chase Trust pursues the greatest potential in each client’s wealth by applying our knowledge, experience and creativity to one client portfolio at a time. Our research and financial planning process is designed to deliver effective, diversified portfolios tailored to each client’s needs. We offer clients customized advice with a personal touch. Clients receive direct access to a team of experts including relationship managers, portfolio managers, financial and estate planners and trust professionals.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Chevy Chase Trust has 89 employees across 11 departments.

Departments

Number of employees

Funding Data

Chevy Chase Trust has never raised funding before.

Chevy Chase Trust Tech Stack

Discover the technologies and tools that power Chevy Chase Trust's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

WP Rocket

Caching

jQuery UI

JavaScript libraries

lit-html

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Simpli.fi

Advertising

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Akismet

WordPress plugins

Frequently asked questions

Chevy Chase Trust is located in Bethesda, Maryland, US.

You can reach Chevy Chase Trust at +12404977355.

Chevy Chase Trust generates an estimated annual revenue of $16,700,000. This revenue figure reflects the company's market position and business performance in its industry.

Chevy Chase Trust has an estimated valuation of $53,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Chevy Chase Trust was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Chevy Chase Trust has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Chevy Chase Trust

Stacy Murchison

Senior Managing Director and Chief Marketing Officer

Mobile @chevychasetrust.com

Gregory K. Soueid

Managing Director - Chief Technology Officer (CTO)

Mobile @chevychasetrust.com

4.8

40,000 users