Entrust Financial
Investment Management • 
Tredyffrin, Pennsylvania, United States • 1-10 Employees
Company overview
| Headquarters | 487 Devon Park Drive, Suite 216, Wayne, PA 19087, US |
| Phone number | +16106873515 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Charitable Planning, Investment Management, Tax Planning Strategies, Wealth Transfer Strategies, Wealth Protection Strategies |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at Entrust Financial
Joslyn G. Ewart
Founder
Entrust Financial Email Formats
Entrust Financial uses 1 email format. The most common is {first initial} (e.g., j@entrustfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@entrustfinancial.com | 100% |
About Entrust Financial
Entrust Financial LLC® is an independent, fee-only wealth management firm, one of the few woman-founded, women-led firms in the region. We have a strong commitment to getting to the heart of what matters most to clients and to providing objective, customized investment management and wealth planning advice. We adhere to the fiduciary standard of always putting our clients' best interests before our own. CORPORATE CULTURE: Entrust Financial’s corporate culture is one of providing a better experience. Team members work collaboratively to formulate their best thinking about investment recommendations and wealth planning strategies. We cultivate a climate of continuous learning to maximize the contributions and creativity of all team members, as we serve the clients with whom we partner. Entrust’s B-Corp Certification is a tangible symbol of our belief that caring about the planet, people and governance issues results in a better experience for all.
Entrust Financial revenue & valuation
| Annual revenue | $12,700,000 |
| Revenue per employee | $1,802,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $40,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Entrust Financial has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Entrust Financial has never raised funding before.
Entrust Financial Tech Stack
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Frequently asked questions
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