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) 775-7200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
2
1
1
1

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's Social MediaPopular SearchesClearstead TrustClearstead Trust LLCSIC Code 60,609NAICS Code 52,523Show more

Clearstead Trust Org Chart

PhoneEmail
SW
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clearstead Trust

<$5M
11-50
Private
-
2021
SW
Steven WolkenChief Compliance Officer
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
1992
CH
Charles HarpsterChief Investment Officer
<$5M
1-10
Private
-
2022
Michael Sharber, Manager Partner, Wealth Advisor at Polaris Private Wealth
Michael SharberManager Partner, Wealth Advisor
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
1995
HR
Howard RichardsonFounding Partner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clearstead Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clearstead Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clearstead Trust.

Clearstead Trust Tech Stack

A closer look at the technologies used by Clearstead Trust

Top Finance Companies

Frequently Asked Questions Regarding Clearstead Trust

What is Clearstead Trust's official website?
Clearstead Trust's official website is www.clearsteadtrust.com
What is Clearstead Trust's Revenue?
Clearstead Trust's revenue is <$5 Million
What is Clearstead Trust's SIC code?
Clearstead Trust's SIC: 60,609
What is Clearstead Trust's NAICS code?
Clearstead Trust's NAICS: 52,523
How many employees does Clearstead Trust have?
Clearstead Trust has 11-50 employees
What industry does Clearstead Trust belong to?
Clearstead Trust is in the industry of: Finance, Securities Trading
What is Clearstead Trust competition?
Clearstead Trust top competitors include: InvestLinc, Investment Management & Planning, Greenwood Capital Associates, Polaris Private Wealth
What technology does Clearstead Trust use?
Some of the popular technologies that Clearstead Trust uses are: WooCommerce, WordPress.org, PHP, Proofpoint
How do I contact Clearstead Trust?
Clearstead Trust contact info: Phone number: (207) 775-7200 Website: www.clearsteadtrust.com
What does Clearstead Trust do?

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.Read More

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

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