Clearstead Trust
Finance · Maine, United States · 11-50 Employees
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Overview
Headquarters
1 Union St Ste 302, Portland, Maine, 041...Phone Number
(207) 775-7200Website
www.clearsteadtrust.comRevenue
<$5 MillionIndustry
About Clearstead Trust
Clearstead Trust, located in Portland, Maine, offers a personal and holistic approach to wealth management for individuals and families. As a Maine-chartered, non-depository trust company, it provides integrated fiduciary, planning, investment, and tax solutions to help clients navigate their financial lives. The firm also serves corporate clients with customized investment consulting and family office support, ensuring clarity and professionalism in trust administration. With a commitment to excellence and a focus on long-term success, Clearstead Trust aims to empower clients to build secure and prosperous legacies.Explore more
Clearstead Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Clearstead Trust
<$5M
11-50
Private
-
2021
JN
Jessamyn NortonSenior Managing Director, Co-Chief Investment Officer
Clearstead Trust Tech Stack
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Clearstead Trust, located in Portland, Maine, offers a personal and holistic approach to wealth management for individuals and families. As a Maine-chartered, non-depository trust company, it provides integrated fiduciary, planning, investment, and tax solutions to help clients navigate their financial lives. The firm also serves corporate clients... Read More
