Blue Trust

Finance · Georgia, United States · 51-200 Employees

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Overview

Headquarters

1125 Sanctuary Pkwy Ste 500, Alpharetta,...

Phone Number

(770) 280-6000

Revenue

$103.1 Million

Industry

Finance Securities Trading

About Blue Trust

Blue Trust is a financial advisory firm providing comprehensive wealth management and planning services to individuals, families, businesses, and institutions. The company combines financial expertise with a values-based approach to help clients make informed decisions and build lasting financial legacies. Its services include investment management, retirement and estate planning, cash flow management, charitable giving, business consulting, family office support, professional athlete services, and institutional advisory solutions.Explore more
Blue Trust's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Blue Trust Org Chart

DI
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Regional Managing Director

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Peter Kantor, Chief Operating Officer at Blue Trust
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Chief Operating Officer

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Managing Director

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Senior Managing Director, Family Office and I...

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Compare Similar Companies to Blue Trust

Compare insights from companies similar to Blue Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blue Trust

$103.1M
51-200
Private
-
1979
DI
Derek IrishRegional Managing Director
$386.7M
501-1,000
Private
-
2002
JM
John MartindaleManaging Director
$219.1M
201-500
Private
-
2017
TM
Tim MaguireRegional Managing Director
$43.6M
51-200
Private
-
1913
Jason Munz, Chief Revenue Officer at Trust Point
Jason MunzChief Revenue Officer
$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
$25M
51-200
Private
-
1838
MP
Michael PegnatoChief Operating Officer
$18.6M
51-200
Private
-
2004
MD
Mike DayManaging Director
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Blue Trust Tech Stack

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Frequently Asked Questions Regarding Blue Trust

What is Blue Trust's official website?
Blue Trust's official website is www.bluetrust.com
What is Blue Trust's Revenue?
Blue Trust's revenue is $103.1 Million
What is Blue Trust's SIC code?
Blue Trust's SIC: 62,628
What is Blue Trust's NAICS code?
Blue Trust's NAICS: 52,523
How many employees does Blue Trust have?
Blue Trust has 51-200 employees
What industry does Blue Trust belong to?
Blue Trust is in the industry of: Finance, Securities Trading
What is Blue Trust competition?
Blue Trust top competitors include: Welch & Forbes, HBKS Wealth Advisors, Beacon Pointe, Trust Point
What companies has Blue Trust acquired?
Blue Trust has acquired the companies: CAVU Wealth Advisors
What technology does Blue Trust use?
Some of the popular technologies that Blue Trust uses are: Cloudflare CDN, Embedly, Power BI, HubSpot
How do I contact Blue Trust?
Blue Trust contact info: Phone number: (770) 280-6000 Website: www.bluetrust.com
What does Blue Trust do?

Blue Trust is a financial advisory firm providing comprehensive wealth management and planning services to individuals, families, businesses, and institutions. The company combines financial expertise with a values-based approach to help clients make informed decisions and build lasting financial legacies. Its services include investment management... , retirement and estate planning, cash flow management, charitable giving, business consulting, family office support, professional athlete services, and institutional advisory solutions.Read More

What are Blue Trust social media links?
Blue Trust Linkedin page
Is Blue Trust a public company?
Blue Trust is private company therefore does not currently have an official ticker symbol
See more information about Blue Trust

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