Wealthspire Trust

Financial Services • Franklin, Tennessee, United States • 1-10 Employees

Company overview

Headquarters	2555 Meridian Blvd, Suite 190, Franklin, Tennessee 37067, US
Website	wealthspiretrust.com
NAICS	52
Keywords	Trust Administration And Trustee Services
Founded	2024
Employees	1-10

Key Contact at Wealthspire Trust

Jennifer Mielnicki

Client Experience Director, Compliance Officer

Wealthspire Trust Email Formats

Wealthspire Trust uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@wealthspire.com), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@wealthspire.com	100%

About Wealthspire Trust

Wealthspire Trust is a Tennessee-chartered trust company based in Franklin, Tennessee. Providing personal trust administration solutions for families and individuals throughout the U.S., we seek to establish beneficial trust structures for current and future generations. Wealthspire Trust coordinates investment management of trust assets through delegated and directed arrangements, offering investment flexibility, control, and transparency. Premier client service, innovative trust technology solutions, trust administration expertise, and the determination to uncover solutions for the most complex scenarios serve as the foundation of all we do.

Wealthspire Trust revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Senior

Employees by Department

Wealthspire Trust has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealthspire Trust has never raised funding before.

Wealthspire Trust Tech Stack

Discover the technologies and tools that power Wealthspire Trust's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

GenerateBlocks

Page builders

Goober

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

HubSpot Analytics

Analytics

GeneratePress

WordPress themes

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Google Analytics

Analytics

Yoast SEO

SEO

Frequently asked questions

Wealthspire Trust is located in Franklin, Tennessee, US.

Wealthspire Trust was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

Wealthspire Trust has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealthspire Trust

Jennifer Mielnicki

Client Experience Director, Compliance Officer

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