Statetrust Group

Finance · Florida, United States · 51-200 Employees

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Overview

Headquarters

1750 Clint Moore Rd, Boca Raton, Florida...

Phone Number

(305) 921-8100

Revenue

$12.7 Million

Industry

Finance Banking Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
3
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About Statetrust Group

StateTrust is a privately held investment and wealth management firm that specializes in serving high net worth individuals. The company offers a comprehensive range of services including advisory, brokerage, foreign exchange, and private banking. With a global presence, StateTrust caters to the financial needs of individuals, families, corporations, and trusts, providing tailored asset and wealth management solutions. Their focus is on growing and preserving clients' net worth through various financial planning and investment strategies.Explore more
Statetrust Group's Social MediaPopular SearchesStatetrust Group LLCStatetrust Capital LLCStateTrust CapitalStatetrust Investments IncStateTrust WealthSIC Code 67,679NAICS Code 52,523Show more

Statetrust Group Org Chart

PhoneEmail
LP
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Chief of Staff

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CI
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Statetrust Group

$12.7M
51-200
Private
<$5M
2000
LP
Lourdes PonteChief of Staff
$65M
51-200
Private
-
1885
Austin Shapard, President & Chief Executive Officer at Fiduciary Trust
Austin ShapardPresident & CEO
$37.6M
201-500
Private
<$5M
1978
$21.2M
51-200
Private
-
1988
Geoffrey Trzepacz, Chief Operating Officer at Hirtle Callaghan & Co.
Geoffrey TrzepaczChief Operating Officer
$16.7M
51-200
Private
-
1981
$10M
51-200
Private
-
2006
SH
Sara HoltsclawCommunity Bank President
<$5M
51-200
Private
-
1983
RP
Randolph PistorChief Legal Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Statetrust Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Statetrust Group financials insights

Gather financial insights about Statetrust Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2021

Debt

$596K

See All Statetrust Group's Financials Insights

Statetrust Group Tech Stack

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Frequently Asked Questions Regarding Statetrust Group

What is Statetrust Group's official website?
Statetrust Group's official website is www.statetrust.com
What is Statetrust Group's Revenue?
Statetrust Group's revenue is $12.7 Million
What is Statetrust Group's SIC code?
Statetrust Group's SIC: 67,679
What is Statetrust Group's NAICS code?
Statetrust Group's NAICS: 52,523
How many employees does Statetrust Group have?
Statetrust Group has 51-200 employees
What industry does Statetrust Group belong to?
Statetrust Group is in the industry of: Finance, Banking, Securities Trading
What is Statetrust Group competition?
Statetrust Group top competitors include: Sigma Financial, Central Bancorp, Meketa Investment Group, Fiduciary Trust
What technology does Statetrust Group use?
Some of the popular technologies that Statetrust Group uses are: Microsoft IIS, WordPress.org, PHP, Google Universal Analytics
How do I contact Statetrust Group?
Statetrust Group contact info: Phone number: (305) 921-8100 Website: www.statetrust.com
What does Statetrust Group do?

StateTrust is a privately held investment and wealth management firm that specializes in serving high net worth individuals. The company offers a comprehensive range of services including advisory, brokerage, foreign exchange, and private banking. With a global presence, StateTrust caters to the financial needs of individuals, families, corporation... s, and trusts, providing tailored asset and wealth management solutions. Their focus is on growing and preserving clients' net worth through various financial planning and investment strategies.Read More

What are Statetrust Group social media links?
Statetrust Group Linkedin page Statetrust Group Facebook page
Who invested in Statetrust Group?
Statetrust Group has 2 investors including PPP and PPP.
Is Statetrust Group a public company?
Statetrust Group is private company therefore does not currently have an official ticker symbol
See more information about Statetrust Group

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