Eastern Point Trust

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

PO Box 536, Warrenton, Virginia, 20188, ...

Phone Number

(855) 222-7513

Revenue

$6.1 Million

Industry

Finance Banking Securities Trading

About Eastern Point Trust

Eastern Point Trust Company specializes in administering Qualified Settlement Funds (QSFs) and Plaintiff Recovery Trusts (PRTs), leveraging over 30 years of fiduciary expertise and advanced technology. With more than 7,000 accounts and 20,000 users, the company provides secure, tax-efficient solutions designed to enhance client outcomes and streamline settlement processes. Their services cater to a diverse clientele, including law firms, financial planners, and municipalities, ensuring compliance and maximizing net recoveries for plaintiffs. Eastern Point Trust is recognized for its independent, unbiased approach and commitment to improving tax efficiency in legal settlements.Explore more
Eastern Point Trust's Social MediaSIC Code 60,609NAICS Code 52,523Show more

Eastern Point Trust Org Chart

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MK
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Chief Operating Officer

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LH
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Senior Manager, Operations

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TW
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Senior Manager, Operations Tax

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JM
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Team Lead, Operations

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Compare Similar Companies to Eastern Point Trust

Compare insights from companies similar to Eastern Point 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

Eastern Point Trust

$6.1M
11-50
Private
-
1987
MK
Milan KmezicChief Operating Officer
$25.2M
11-50
Private
<$5M
2011
KD
Kristine DudleyPresident & Attorney
$8.8M
11-50
Private
<$5M
2001
AB
Amber BaumgartnerVice President, Operations
<$5M
1-10
Private
-
2009
DR
Daniel RayDirector, Compliance & Chief Investment Officer
Illustration of an envelope

Eastern Point Trust Tech Stack

A closer look at the technologies used by Eastern Point Trust

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Frequently Asked Questions Regarding Eastern Point Trust

What is Eastern Point Trust's official website?
Eastern Point Trust's official website is www.easternpointtrust.com
What is Eastern Point Trust's Revenue?
Eastern Point Trust's revenue is $6.1 Million
What is Eastern Point Trust's SIC code?
Eastern Point Trust's SIC: 60,609
What is Eastern Point Trust's NAICS code?
Eastern Point Trust's NAICS: 52,523
How many employees does Eastern Point Trust have?
Eastern Point Trust has 11-50 employees
What industry does Eastern Point Trust belong to?
Eastern Point Trust is in the industry of: Finance, Banking, Securities Trading
What is Eastern Point Trust competition?
Eastern Point Trust top competitors include: Tower MSA Partners, Wealth Advisors Trust, Inlet Private Wealth, Fiduciary Partners Trust
What technology does Eastern Point Trust use?
Some of the popular technologies that Eastern Point Trust uses are: Proofpoint, Sectigo, jsDelivr, Cloudflare Security
How do I contact Eastern Point Trust?
Eastern Point Trust contact info: Phone number: (855) 222-7513 Website: www.easternpointtrust.com
What does Eastern Point Trust do?

Eastern Point Trust Company specializes in administering Qualified Settlement Funds (QSFs) and Plaintiff Recovery Trusts (PRTs), leveraging over 30 years of fiduciary expertise and advanced technology. With more than 7,000 accounts and 20,000 users, the company provides secure, tax-efficient solutions designed to enhance client outcomes and streaml... ine settlement processes. Their services cater to a diverse clientele, including law firms, financial planners, and municipalities, ensuring compliance and maximizing net recoveries for plaintiffs. Eastern Point Trust is recognized for its independent, unbiased approach and commitment to improving tax efficiency in legal settlements.Read More

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

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