Company lists · Data refreshed November 2026
Top 25 Trust and estate managers worldwide
RevenueBase identified 3,166 company matches for trust and estate managers worldwide as of November 2026 and tracks 37,478 professional contacts across them, including 14,652 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for trust and estate managers worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for trust and estate managers follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest trust and estate managers worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,659 contacts → | ||||
Exact match “Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 1,208 contacts → | ||||
Exact match “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 938 contacts → | ||||
Exact match “We are ZEDRA.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 561 contacts → | ||||
Exact match “Stonehage Fleming is now Corient.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 449 contacts → | ||||
Exact match “We are an autonomous Crown entity and New Zealand’s largest provider of estate planning and management services, helping Kiwis with their important life planning, including…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 437 contacts → | ||||
Exact match “Equity Trustees is Australia's leading specialist trustee company.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 436 contacts → | ||||
Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 413 contacts → | ||||
Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 360 contacts → | ||||
Exact match “The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 290 contacts → | ||||
Exact match “Empresa prestadora de Servicios Fiduciarios.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 268 contacts → | ||||
Exact match “Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 235 contacts → | ||||
Exact match “At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 220 contacts → | ||||
Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 191 contacts → | ||||
Exact match “Built on more than 25 years of expertise, Oak Group helps internationally connected families, entrepreneurs, family offices, founders, fund managers, investors and institutions…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 189 contacts → | ||||
Exact match “Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 168 contacts → | ||||
Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 160 contacts → | ||||
Exact match “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 157 contacts → | ||||
Exact match “We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 153 contacts → | ||||
Exact match “On March 31 2026, Accuro was acquired by Opera Group Limited, a privately held company of fiduciary, corporate and fund administration businesses majority owned by Stephen…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 149 contacts → | ||||
Exact match “Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 147 contacts → | ||||
Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 144 contacts → | ||||
Exact match “Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 143 contacts → | ||||
Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 141 contacts → | ||||
Exact match “Parallel Advisors is a registered, independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 138 contacts → | ||||
Exact match “HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “trust and estate managers”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 3,166 trust and estate managers worldwide
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Trust and estate managers worldwide at a glance
As of Nov 6, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for trust and estate managers are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “trust and estate managers” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every displayed company carries at least one verified work email. RevenueBase tracks 14,652 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Trust and estate managers by location
14 lists · largest firstEvery Trust and estate managers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Trust and estate managers based in the United States1,497
- Trust and estate managers based in the United Kingdom284
- Trust and estate managers based in Switzerland155
- Trust and estate managers based in France84
- Trust and estate managers based in South Africa80
- Trust and estate managers based in Canada70
- Trust and estate managers based in Australia65
- Trust and estate managers based in Italy50
- Trust and estate managers based in the Netherlands41
- Trust and estate managers based in Germany36
- Trust and estate managers based in Brazil31
Cities
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “trust and estate managers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many trust and estate managers are there worldwide?
RevenueBase identified 3,166 company matches for trust and estate managers worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
BMO Private Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most trust and estate managers?
The United States leads with 1,497 companies, followed by the United Kingdom (284) and Switzerland (155). Every trust and estate managers list by country and city is linked on this page.
Which city has the most trust and estate managers?
London leads with 56 company records, followed by San Diego (39) and New York (33).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 14,652 professional contacts with verified work emails tracked across these 3,166 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 3,166 trust and estate managers worldwide. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
Company intelligence · public preview
Top 25 trust and estate managers worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 3,166 matching company records for trust and estate managers worldwide, with 37,478 tracked contacts and 14,652 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 trust and estate managers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  BMO Private Wealthbmo.comHQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,659 contacts → |
“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  PSG Wealthpsg.co.zaHQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,208 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Zedra Groupzedra.comHQ: St. Helier, JerseyReported employees: 1,001-5,000 | St. Helier, Jersey | 1,001-5,000 | Exact match | 938 contacts → |
“We are ZEDRA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Stonehage Flemingstonehagefleming.comHQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 561 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Public Trustpublictrust.co.nzHQ: Auckland, New ZealandReported employees: 201-500 | Auckland, New Zealand | 201-500 | Exact match | 449 contacts → |
“We are an autonomous Crown entity and New Zealand’s largest provider of estate planning and management services, helping Kiwis with their important life planning, including…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Equity Trusteeseqt.com.auHQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 437 contacts → |
“Equity Trustees is Australia's leading specialist trustee company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Fiduciary Trust Internationalfiduciarytrust.comHQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 436 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Cyrus Herezcyrus-herez.frHQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Rockwills International Grouprockwills.comHQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 360 contacts → |
“The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fiduciaria Bancolombia S.Afiduciariabancolombia.com.co HQ: Bogota, ColombiaReported employees: 201-500 | Bogota, Colombia | 201-500 | Exact match | 290 contacts → |
“Empresa prestadora de Servicios Fiduciarios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Argent Financial Group, INCargentfinancial.comHQ: Ruston, TX, United StatesReported employees: 501-1,000 | Ruston, TX, United States | 501-1,000 | Exact match | 268 contacts → |
“Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Greenleaf Trustgreenleaftrust.comHQ: Kalamazoo, MI, United StatesReported employees: 201-500 | Kalamazoo, MI, United States | 201-500 | Exact match | 235 contacts → |
“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mission Wealthmissionwealth.comHQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 220 contacts → |
“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  OAK Groupoak.groupHQ: Guernsey, United KingdomReported employees: 201-500 | Guernsey, United Kingdom | 201-500 | Exact match | 191 contacts → |
“Built on more than 25 years of expertise, Oak Group helps internationally connected families, entrepreneurs, family offices, founders, fund managers, investors and institutions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fiduciary Trust Companyfiduciary-trust.comHQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 189 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Harrison LLPharrisonllp.comHQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Laird Norton Wetherbylnwadvisors.comHQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 160 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  F.L.Putnam Investment Management Companyflputnam.comHQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 157 contacts → |
“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Accuroaccuro.comHQ: St Helier, JerseyReported employees: 501-1,000 | St Helier, Jersey | 501-1,000 | Exact match | 153 contacts → |
“On March 31 2026, Accuro was acquired by Opera Group Limited, a privately held company of fiduciary, corporate and fund administration businesses majority owned by Stephen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Diversified Trustdiversifiedtrust.comHQ: Memphis, NC, United StatesReported employees: 51-200 | Memphis, NC, United States | 51-200 | Exact match | 149 contacts → |
“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Cumberland Trustcumberlandtrust.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Southeastern Trust Companysetrustco.comHQ: Chattanooga, GA, United StatesReported employees: 11-50 | Chattanooga, GA, United States | 11-50 | Exact match | 144 contacts → |
“Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Midwest Trust Companymidwesttrust.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Parallel Advisors, LLCparalleladvisors.comHQ: San Francisco, HI, United StatesReported employees: 51-200 | San Francisco, HI, United States | 51-200 | Exact match | 141 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Hbks Wealth Advisorshbkswealth.comHQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 3,166 company matches
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Trust and estate managers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,130 records in the displayed employee bands.
36 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 3,166 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Trust and estate managers by location
14 lists · largest firstEvery Trust and estate managers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Trust and estate managers based in the United States1,497
- Trust and estate managers based in the United Kingdom284
- Trust and estate managers based in Switzerland155
- Trust and estate managers based in France84
- Trust and estate managers based in South Africa80
- Trust and estate managers based in Canada70
- Trust and estate managers based in Australia65
- Trust and estate managers based in Italy50
- Trust and estate managers based in the Netherlands41
- Trust and estate managers based in Germany36
- Trust and estate managers based in Brazil31
Cities
Questions about this company list
What does Exact match mean for trust and estate managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many trust and estate managers did RevenueBase find worldwide?
The saved snapshot records 3,166 matching company records, 37,478 tracked contacts and 14,652 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 trust and estate managers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/trust-and-estate-managers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 trust and estate managers worldwide
RevenueBase records 3,166 matching company records for trust and estate managers worldwide, with 37,478 tracked contacts and 14,652 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 trust and estate managers worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | BMO Private Wealthbmo.com HQ: Toronto, CanadaReported employees: 501-1,000 | Toronto, Canada | 501-1,000 | Exact match | 1,659 contacts → |
“Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | PSG Wealthpsg.co.za HQ: Waterfall, South AfricaReported employees: 501-1,000 | Waterfall, South Africa | 501-1,000 | Exact match | 1,208 contacts → |
“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Zedra Groupzedra.com HQ: St. Helier, JerseyReported employees: 1,001-5,000 | St. Helier, Jersey | 1,001-5,000 | Exact match | 938 contacts → |
“We are ZEDRA.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Stonehage Flemingstonehagefleming.com HQ: Jersey, United KingdomReported employees: 501-1,000 | Jersey, United Kingdom | 501-1,000 | Exact match | 561 contacts → |
“Stonehage Fleming is now Corient.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Public Trustpublictrust.co.nz HQ: Auckland, New ZealandReported employees: 201-500 | Auckland, New Zealand | 201-500 | Exact match | 449 contacts → |
“We are an autonomous Crown entity and New Zealand’s largest provider of estate planning and management services, helping Kiwis with their important life planning, including…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Equity Trusteeseqt.com.au HQ: Melbourne, AustraliaReported employees: 201-500 | Melbourne, Australia | 201-500 | Exact match | 437 contacts → |
“Equity Trustees is Australia's leading specialist trustee company.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Fiduciary Trust Internationalfiduciarytrust.com HQ: New York, FL, United StatesReported employees: 201-500 | New York, FL, United States | 201-500 | Exact match | 436 contacts → |
“Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Cyrus Herezcyrus-herez.fr HQ: Paris, FranceReported employees: 201-500 | Paris, France | 201-500 | Exact match | 413 contacts → |
“Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Rockwills International Grouprockwills.com HQ: Kuala Lumpur, MalaysiaReported employees: 51-200 | Kuala Lumpur, Malaysia | 51-200 | Exact match | 360 contacts → |
“The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Fiduciaria Bancolombia S.Afiduciariabancolombia.com.co HQ: Bogota, ColombiaReported employees: 201-500 | Bogota, Colombia | 201-500 | Exact match | 290 contacts → |
“Empresa prestadora de Servicios Fiduciarios.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Argent Financial Group, INCargentfinancial.com HQ: Ruston, TX, United StatesReported employees: 501-1,000 | Ruston, TX, United States | 501-1,000 | Exact match | 268 contacts → |
“Argent Financial Group is a leading, independent client asset services firm offering individuals, families, businesses, and institutions wealth management, asset management, and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Greenleaf Trustgreenleaftrust.com HQ: Kalamazoo, MI, United StatesReported employees: 201-500 | Kalamazoo, MI, United States | 201-500 | Exact match | 235 contacts → |
“At Greenleaf Trust, building and sustaining your wealth is not a sideline-it is our sole purpose.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mission Wealthmissionwealth.com HQ: Santa Barbara, CA, United StatesReported employees: 201-500 | Santa Barbara, CA, United States | 201-500 | Exact match | 220 contacts → |
“Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | OAK Groupoak.group HQ: Guernsey, United KingdomReported employees: 201-500 | Guernsey, United Kingdom | 201-500 | Exact match | 191 contacts → |
“Built on more than 25 years of expertise, Oak Group helps internationally connected families, entrepreneurs, family offices, founders, fund managers, investors and institutions…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fiduciary Trust Companyfiduciary-trust.com HQ: Boston, MA, United StatesReported employees: 51-200 | Boston, MA, United States | 51-200 | Exact match | 189 contacts → |
“Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Harrison LLPharrisonllp.com HQ: 12 U.s. Offices, CO, United StatesReported employees: 201-500 | 12 U.s. Offices, CO, United States | 201-500 | Exact match | 168 contacts → |
“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Laird Norton Wetherbylnwadvisors.com HQ: Seattle, WA, United StatesReported employees: 51-200 | Seattle, WA, United States | 51-200 | Exact match | 160 contacts → |
“Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | F.L.Putnam Investment Management Companyflputnam.com HQ: Lynnfield, MA, United StatesReported employees: 51-200 | Lynnfield, MA, United States | 51-200 | Exact match | 157 contacts → |
“We are an independent registered investment adviser that serves a broad and diverse group of clients including individuals, single and multi-family offices, endowments…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Accuroaccuro.com HQ: St Helier, JerseyReported employees: 501-1,000 | St Helier, Jersey | 501-1,000 | Exact match | 153 contacts → |
“On March 31 2026, Accuro was acquired by Opera Group Limited, a privately held company of fiduciary, corporate and fund administration businesses majority owned by Stephen…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Diversified Trustdiversifiedtrust.com HQ: Memphis, NC, United StatesReported employees: 51-200 | Memphis, NC, United States | 51-200 | Exact match | 149 contacts → |
“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Cumberland Trustcumberlandtrust.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Southeastern Trust Companysetrustco.com HQ: Chattanooga, GA, United StatesReported employees: 11-50 | Chattanooga, GA, United States | 11-50 | Exact match | 144 contacts → |
“Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Midwest Trust Companymidwesttrust.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 143 contacts → |
“Trust services that are rooted in meeting your goals.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Parallel Advisors, LLCparalleladvisors.com HQ: San Francisco, HI, United StatesReported employees: 51-200 | San Francisco, HI, United States | 51-200 | Exact match | 141 contacts → |
“Parallel Advisors is a registered, independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Hbks Wealth Advisorshbkswealth.com HQ: Erie, OH, United StatesReported employees: 51-200 | Erie, OH, United States | 51-200 | Exact match | 138 contacts → |
“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Trust and estate managers: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
3,130 records in the displayed employee bands.
36 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 3,166 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Trust and estate managers by location
14 lists · largest firstEvery Trust and estate managers list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Trust and estate managers based in the United States1,497
- Trust and estate managers based in the United Kingdom284
- Trust and estate managers based in Switzerland155
- Trust and estate managers based in France84
- Trust and estate managers based in South Africa80
- Trust and estate managers based in Canada70
- Trust and estate managers based in Australia65
- Trust and estate managers based in Italy50
- Trust and estate managers based in the Netherlands41
- Trust and estate managers based in Germany36
- Trust and estate managers based in Brazil31
Cities
Questions about this company list
What does Exact match mean for trust and estate managers?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many trust and estate managers did RevenueBase find worldwide?
The saved snapshot records 3,166 matching company records, 37,478 tracked contacts and 14,652 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
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Cite this list
RevenueBase Data Team. Top 25 trust and estate managers worldwide. Snapshot: November 6, 2026. https://revenuebase.ai/companies/browse/trust-and-estate-managers.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗