Equitable Trust
Overview
Equitable Trust is an independent, employee-owned trust company based in Nashville, Tennessee, offering comprehensive financial services to families and institutions. The firm specializes in investment management, trust administration, and family office services, focusing on preserving and enhancing client wealth through personalized solutions. The company's investment approach emphasizes diversification across various asset classes, including fixed income, private equity, real estate, and venture capital. Equitable Trust employs a client-centric strategy, tailoring investments to meet individual client needs and objectives. The firm is open to first-time funds and engages in various investment stages, from seed to distressed situations. With a team of experienced professionals, Equitable Trust has a track record of managing over $2 billion in assets. The firm's philosophy centers on delivering dependable and objective advice, fostering long-term relationships with clients, and maintaining a high level of personalized service. Equitable Trust's commitment to independence and employee ownership ensures continuity and alignment of interests with its clients.
Investment Focus
- Open to first-time funds
- Engages in various investment stages, including seed, early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations
Portfolio Companies
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Frequently asked questions about Equitable Trust
What sectors does Equitable Trust invest in?
Equitable Trust invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Nashville, Tennessee, United States. Equitable Trust is listed as a family office in the ConnectSafely investor database.
What stage does Equitable Trust invest at?
Equitable Trust backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Equitable Trust invest in?
Equitable Trust invests across United States.
Who are the partners at Equitable Trust?
Team members listed for Equitable Trust include John Ford (Chief Financial Officer) and Steven Plummer (Partner, Chief Innovation Officer).
What companies has Equitable Trust invested in?
Equitable Trust's portfolio includes AgriTech Farms, EduTech Systems, Green Energy Co., Global Tech Solutions, HealthFirst Medical, ABC Corporation, XYZ Enterprises and Urban Development Group.
How do I contact Equitable Trust?
Equitable Trust's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
