Indiana Trust Wealth Management Revenue
Financial Services • 
Mishawaka, Indiana, United States • 21-50 Employees
Indiana Trust Wealth Management revenue & valuation
| Annual revenue | $11,800,000 |
| Revenue per employee | $251,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $37,800,000 |
| Total funding | No funding |
Key Contacts at Indiana Trust Wealth Management
Steven Moore
Director Of Information Technology
Tammera Wine
Director Of Marketing & Community Relations
Naomi Hall
Director, Retirement Plan Services
Cheron Merten
Vice President, Director Of Compliance
Clayton Bill
Director Of Investment Advisory Services
Andrew Heck
Vice President, Director Of Trust Advisory Services And Trust Counsel
Robert Rountree
Member Board Of Directors
Barb Fox
Director Of Operations
Barbara Fox
Vice President, Director Of Operations
Paul Sehnert
Managing Director
Company overview
| Headquarters | 4045 Edison Lakes Parkway, Suite 100, Mishawaka, Indiana 46545, US |
| Phone number | +18003627905 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Non-Profits, Trust Administration, Estate Settlement, Business Succession Planning, Wealth Management, Corporations, SRI, Advisory Services, Retirement Planning, Special Needs Trusts, Wealth Transfer, Estate Administration, Financial Planning, Estate Planning, Investment Management, Foundations, ESG, Endowments, Employee Benefit Plans, Wealth Strategies, Sustainable Investing, Esop, Ira Rollovers, Socially Responsible Investing, Institutional Investing, Family Office Management, Business Retirement Plans, Rfp Response, Personal Trust, Tax Strategy, Custody Of Assets, Fiduciary Duty, Environmental Social And Governance, Fiduciary Counsel, Multi-Generational Wealth Services, Excellence In Stewardship, Advisory Solutions, Employee-Owned And Operated |
| Founded | 1988 |
| Employees | 21-50 |
| Socials |
Indiana Trust Wealth Management Email Formats
Indiana Trust Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@indtrust.com), used 78.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@indtrust.com | 78.6% |
{first name}{last name} | johndoe@indtrust.com | 17.9% |
{last name}{last name} | doedoe@indtrust.com | 3.6% |
About Indiana Trust Wealth Management
Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with $2.5 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you're ready to take the next step, talk with Indiana Trust.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Indiana Trust Wealth Management has 16 employees across 4 departments.
Departments
Number of employees
Funding Data
Indiana Trust Wealth Management has never raised funding before.
Indiana Trust Wealth Management Tech Stack
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