The Private Trust Company Overview

  • Year Founded
  • 1995

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 2

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

  • Investments
  • 1

The Private Trust Company General Information

Description

Provider of trust management services intended for families, institutions, and financial professionals. The company offers investment oversight, administration and custody services, thereby enabling its clients to be provided with expertise across all aspects of trust administration at a competitive price.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other Commercial Services
Parent Company
Corporate Office
  • 1422 Euclid Avenue
  • Suite 1130
  • Cleveland, OH 44115
  • United States
+1 (858) 000-0000

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The Private Trust Company Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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The Private Trust Company Executive Team (2)

Name Title Board Seat Contact Info
Bethany Bryant President & Co-Founder
Jack Keane Vice President & Chief Financial Officer
To view The Private Trust Company’s complete executive team members history, request access »

The Private Trust Company Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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The Private Trust Company Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Alexion 06-Aug-2017 0000 Drug Discovery
To view The Private Trust Company’s complete investments history, request access »

The Private Trust Company Exits (1)

Company Name Exit Date Exit Type Exit Size Status Buyers
Alexion 06-Aug-2017 0000 Completed
  • 7 buyers
To view The Private Trust Company’s complete exits history, request access »

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