Diversified Trust Revenue
Financial Services • 
Memphis, Tennessee, United States • 101-200 Employees
Diversified Trust revenue & valuation
| Annual revenue | $11,200,000 |
| Revenue per employee | $77,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,900,000 |
| Total funding | No funding |
Key Contact at Diversified Trust
Company overview
| Headquarters | Crescent Center, 6075 Poplar Avenue, Suite 850, Memphis, TN 38119, US |
| Phone number | +120072024 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Succession Planning, Consulting, Wealth Transfer, Financial Planning, Investment Management, Trust Services, Trusts And Estates, Family Dynamics, Institutional Advisory Services, Private Equity Fund Of Funds, Financial Advisory And Family Office Services, Ocio Services |
| Founded | 1994 |
| Employees | 101-200 |
| Socials |
Diversified Trust Email Formats
Diversified Trust uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@diversifiedtrust.com), used 53.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@diversifiedtrust.com | 53.5% |
{first initial}{last name} | jdoe@diversifiedtrust.com | 42.6% |
{first initial} | j@diversifiedtrust.com | 2% |
About Diversified Trust
About Diversified Trust: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $13 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Charleston, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. We are the largest independent trust company headquartered in Tennessee, and one of the largest in the Southeast. Our trust powers allow us to serve clients in various fiduciary capacities including trustee services and estate settlement services. For estates we offer administration, valuation, tax services, investment management, custodial and accounting services. Through Diversified Trust's extensive offering of financial advisory and family office services, our professionals will create a customized solution to address each client's unique situation. Our customized solutions can help address issues such as maximizing transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping and document management, and family dynamics consulting. Diversified Trust offers extensive OCIO services to our institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communications, audit support and planned giving initiatives. As a commitment to ensure our incentives are always aligned with the best interest of our clients, the principals of Diversified Trust have invested substantial personal and family assets alongside our clients. Our goal is simple - helping our clients focus on what is important to them.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Diversified Trust has 34 employees across 8 departments.
Departments
Number of employees
Funding Data
Diversified Trust has never raised funding before.
Diversified Trust Tech Stack
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