Equitable Trust
Financial Services • 
Nashville, Tennessee, United States • 21-50 Employees
Company overview
| Headquarters | 4400 Harding Pike, Suite 310, Nashville, TN 37205, US |
| Phone number | +16154609240 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Founded | 1991 |
| Employees | 21-50 |
| Socials |
Key Contacts at Equitable Trust
Pamela Talley
Director Of Financial Planning
Tyler Wilson
Director Of Tax
Equitable Trust Email Formats
Equitable Trust uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@equitableco.com), used 53.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@equitableco.com | 53.7% |
{first name}{last name} | johndoe@equitableco.com | 39% |
{first initial}{second initial}{last name} | jodoe@equitableco.com | 4.9% |
{last name}{last name} | doedoe@equitableco.com | 2.4% |
About Equitable Trust
Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with their trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas: Trust and Estate Services • Trust Administration • Estate Settlement • Estate Plan Consulting • Directed Trustee • Real Estate Administration Family Office Services • Wealth Design • Financial Planning • Tax Planning • Philanthropic Giving • Next Generation Education and Mentoring • Lifestyle Management Investment Advisory Services • Asset Allocation • Portfolio Management • Third-party Manager Evaluation and Selection • Account Aggregation and Consolidated Reporting • Private Equity Due Diligence
Equitable Trust revenue & valuation
| Annual revenue | $14,100,000 |
| Revenue per employee | $293,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $45,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Equitable Trust has 20 employees across 5 departments.
Departments
Number of employees
Funding Data
Equitable Trust has never raised funding before.
Equitable Trust Tech Stack
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Saudi Arabia
Japan
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Frequently asked questions
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