Fiduciary Partners Trust
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
3913 W Prospect Ave Ste 201, Appleton, W...Phone Number
(920) 380-9960Website
www.fiduciarypartners.comRevenue
$8.8 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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2
About Fiduciary Partners Trust
Wisconsin Independent Trust Company l Fiduciary Partners is a privately owned, independent trust company that specializes in trust administration and estate settlement services. They focus on building trusted partnerships with financial advisors and attorneys to manage the trusts and estates of clients of any size. With over 20 years of experience and $2 billion in assets under administration, they prioritize superior client service and integrity. Their collaborative approach ensures that clients receive personalized care and support throughout the management of their financial legacies.Explore more
Fiduciary Partners Trust Org Chart
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Activity Insights
Fiduciary Partners Trust is experiencing very low activity levels compared to other companies in the Finance sector.
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Fiduciary Partners Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fiduciary Partners Trust.
Fiduciary Partners Trust financials insights
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2020
Debt
$350K
Fiduciary Partners Trust Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Fiduciary Partners Trust is planning to move offices in March 2026. The move will impact approximately 15 employees at the existing office located at 660 W Washington Ave, Madison, Madison, WI.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Fiduciary Partners Trust is planning to move its offices in November 2021. The move will impact approximately 15 employees at their existing office located at 300 N Corporate Dr, 175, Brookfield, WI.
Funding
Fiduciary Partners Trust has received an SBA PPP loan for $350,000-1 million from Johnson Bank.
Funding
Fiduciary Partners Trust News & Media
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Frequently Asked Questions Regarding Fiduciary Partners Trust
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Wisconsin Independent Trust Company l Fiduciary Partners is a privately owned, independent trust company that specializes in trust administration and estate settlement services. They focus on building trusted partnerships with financial advisors and attorneys to manage the trusts and estates of clients of any size. With over 20 years of experience... Read More
