Trust Point Inc.
Overview
Trust Point Inc. is a financial services firm based in La Crosse, Wisconsin, offering comprehensive wealth management solutions. Established in 1913, the firm provides a range of services including investment management, retirement planning, trust and estate administration, and family office support. With a team of professionals dedicated to fiduciary advice and custom financial solutions, Trust Point Inc. serves individuals, families, businesses, nonprofits, and foundations across the United States.
Investment Focus
- Minimum investable assets of $1 million
- Alignment with fiduciary standards
- Commitment to long-term financial planning
Portfolio Companies
Reach Trust Point Inc. directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Trust Point Inc.
What sectors does Trust Point Inc. invest in?
Trust Point Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in La Crosse, Wisconsin, United States. Trust Point Inc. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Trust Point Inc. invest at?
Trust Point Inc. backs companies at Seed, Early Stage, Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Trust Point Inc. invest in?
Trust Point Inc. invests across United States.
What companies has Trust Point Inc. invested in?
Trust Point Inc.'s portfolio includes AgriTech Solutions, TransGlobal Logistics, TeleCom Networks, MediaWorks, Telecom Innovations, EduTech Systems, AgriGrow Farms and MediaCorp.
How do I contact Trust Point Inc.?
Trust Point Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
