Greenleaf Trust
Financial Services • 
Kalamazoo, Michigan, United States • 201-500 Employees
Company overview
| Headquarters | 211 South Rose Street, Kalamazoo, MI 49007, US |
| Phone number | +12693889800 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Trust Administration, Estate Settlement, Strategic Financial Planning, Wealth Management, Retirement Plan Administration, Retirement Planning, Trust, Asset Managment, Endowment & Foundation Services, Family & Foundation Services, Wealth Management "Goals Based" |
| Founded | 1998 |
| Employees | 201-500 |
| Socials |
Key Contact at Greenleaf Trust
Greenleaf Trust Email Formats
Greenleaf Trust uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@greenleaftrust.com), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@greenleaftrust.com | 56.2% |
{first name}{last name} | johndoe@greenleaftrust.com | 38.8% |
{last name}{last name} | doedoe@greenleaftrust.com | 2.5% |
About Greenleaf Trust
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.
Greenleaf Trust revenue & valuation
| Annual revenue | $25,000,000 |
| Revenue per employee | $122,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $80,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Greenleaf Trust has 77 employees across 9 departments.
Departments
Number of employees
Greenleaf Trust Tech Stack
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