Trivergent Trust
Finance · Florida, United States · 11-50 Employees
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Overview
Headquarters
1201 S Orlando Ave Ste 370, Winter Park,...Phone Number
(407) 949-5800Website
www.trivergenttrust.comRevenue
$5.2 MillionIndustry
About Trivergent Trust
Trivergent Trust specializes in wealth management and planning services, enhancing the lives of clients and their families through a comprehensive approach that fosters mutual confidence. They serve a diverse clientele, including high net worth individuals, multi-generational families, businesses across various industries, and trusts and estates. The company emphasizes collaboration and proactive communication with clients and their advisory teams to develop and implement tailored financial strategies. As a chartered Trust Company, Trivergent Trust also offers professional trustee services and support for fiduciary duties.Explore more
Trivergent Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Trivergent Trust
$5.2M
11-50
Private
-
2018
RT
Robert ThomsonPresident & Chief Investment Officer, Estate & Legacy Planning
Trivergent Trust Tech Stack
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Trivergent Trust specializes in wealth management and planning services, enhancing the lives of clients and their families through a comprehensive approach that fosters mutual confidence. They serve a diverse clientele, including high net worth individuals, multi-generational families, businesses across various industries, and trusts and estates. T... Read More
