Covenant Trust
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
141 W Jackson Blvd Ste 1850A, Chicago, I...Phone Number
(847) 583-3200Website
www.covenanttrust.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Covenant Trust
Covenant Trust provides a comprehensive range of trust services, including investment management, planning, and trustee services, tailored to align with the values and goals of families and institutions. The company emphasizes personalized service and financial education, aiming to help clients navigate their financial decisions effectively. With a focus on shared values and experienced guidance, Covenant Trust strives to empower clients to achieve their unique financial objectives. Their offerings include IRAs, charitable giving, and estate planning, ensuring a holistic approach to financial well-being.Explore more
Covenant Trust Org Chart
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Company Profile Activity
Activity Insights
Covenant Trust is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Covenant Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Covenant Trust.
Covenant Trust Tech Stack
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Most Recent Scoops
Hiring Plans
Covenant Trust has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Financial Services, Investment Management, Trust Administration, Estate Planning, Retirement Planning, Trust Management, and Develop Networks.
Hiring Plans
Facilities Relocation / Expansion
Covenant Trust is planning to move offices in May 2026. The move will impact approximately 30 employees at the existing office located at 141 W. Jackson Blvd, Suite#1850A, Chicago, IL.
Facilities Relocation/Expansion
New Hire
Executive Move
Steven Klimkowski has been named President.
Facilities Relocation / Expansion
Covenant Trust has signed a lease for 19,226 square feet of space at 141 West Jackson Boulevard in Chicago, Illinois.
Real Estate
Facilities Relocation / Expansion
Real Estate
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Frequently Asked Questions Regarding Covenant Trust
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Covenant Trust provides a comprehensive range of trust services, including investment management, planning, and trustee services, tailored to align with the values and goals of families and institutions. The company emphasizes personalized service and financial education, aiming to help clients navigate their financial decisions effectively. With a... Read More
