Equity Trust Company

  • Financial Services
  • Westlake OH
  • 11 employees
  • Financial Services
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Company Overview

Headquarters
1 Equity Way, Westlake OH
Website
equitytrust.co.za
Phone
(271) 245-2070
Employees
11
Founded in
1998
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 523920 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52392 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$5B

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Who is Equity Trust Company

Equity Trust Company is a financial services company headquartered in Westlake, Ohio. Established from a brokerage firm founded in 1974, the company has grown to employ over 300 people and manages over $52 billion in assets under custody and administration. Equity Trust Company provides a range of services designed to help individual investors, financial professionals, and institutions diversify their portfolios through alternative asset classes. These services include custodial services for alternative investments, IRA investment options in alternative assets, back-office solutions for registered investment advisors (RIAs), brokerage services, and directed trustee services. The company's extensive experience and comprehensive suite of services cater to a broad range of clients seeking to explore and invest in alternative assets such as real estate, tax liens, private equity, and precious metals. For more information about Equity Trust Company's services and career opportunities, please visit www.TrustETC.com or www.TrustETC.com/careers.

Company Leadership

George Sullivan

Chief Executive Officer

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Luis Garibay

Chief Executive Officer

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Richard Desich

Owner/Founder

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Rita Woods

Head of Partnerships

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Jared Greenfield

Senior Managing Director

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Equity Trust Company Industry Tags

Self-Directed IRA
Real Estate IRA
IRA Custodians
Alternative Investments
Financial Education
Alternative Assets
Precious Metals
Rollover Solutions
Advisor Services
Tax-Advantaged Investment Strategies
B2B
B2C
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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Companies Similar to Equity Trust Company

Analyze industry trends and opportunities by examining competitors and companies comparable to Equity Trust Company, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
5M 56 New York, NY 1996
5M 11 2008
5M 8 Los Angeles, CA
5M 2 Seal Beach, CA 2016
5M 15 New York, NY 1980
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FAQ

What is the location of Equity Trust Company's headquarters?
The headquarters of Equity Trust Company are situated at 1 Equity Way, Westlake OH
What is Equity Trust Company's phone number?
Equity Trust Company's contact number is (271) 245-2070.
What is Equity Trust Company's official website?
The official website of Equity Trust Company can be found at equitytrust.co.za.
What is Equity Trust Company's current revenue?
As of April 2022, Equity Trust Company's annual revenue reached $5B.
How many employees does Equity Trust Company currently have?
Equity Trust Company employs approximately 11+ people as of April 2022
Which industries is Equity Trust Company primarily operating in?
Equity Trust Company operates in the following industries: Finance, Credit
Who is the Chief Executive Officer of Equity Trust Company?
Equity Trust Company's Chief Executive Officer is George Sullivan
What are Equity Trust Company's industry tags?
Equity Trust Company's industry tags include: Self-Directed IRA, Real Estate IRA, IRA Custodians
When was Equity Trust Company founded?
Equity Trust Company was founded in 1998.

Employee Directory

Key Employees

Richard Desich

Founder and Chairman

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David Weinstein

Senior Product Manager, Modern Finance

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Marco Gonzalez

Information Technology Generalist

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Taisha Cartwright

Client Services Representative

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Jessica Hunley

Director, Digital Solutions

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Sunni Mani

CSR

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Diane Kirsch

Sr. Business Systems Analyst

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Heather Taylor

Senior Content Strategist

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Tina McClintock

Client Relations Specialist

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