Reliance Trust Overview
- Year Founded
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1975
- Status
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Acquired/Merged
- Employees
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271
- Latest Deal Type
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M&A
- Financing Rounds
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1
- Investments
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4
Reliance Trust General Information
Description
Provider of financial and wealth management services intended for individuals, corporations, institutions, banks, brokerage firms and insurance companies. The company offers a full array of trust and wealth management, investment, retirement plan as well as fiduciary services, enabling clients to meet their financial planning needs.
Contact Information
Website
www.reliance-trust.comCorporate Office
- 1100 Abernathy Road Northeast
- Suite 400
- Atlanta, GA 30328
- United States
Corporate Office
- 1100 Abernathy Road Northeast
- Suite 400
- Atlanta, GA 30328
- United States
Reliance Trust Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Reliance Trust Comparisons
Industry
Financing
Details
Reliance Trust Competitors (13)
One of Reliance Trust’s 13 competitors is Baker Street Advisors, a Corporate Backed or Acquired company based in San Francisco, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Baker Street Advisors | Corporate Backed or Acquired | San Francisco, CA | ||||
| Composition Wealth | Private Equity-Backed | Los Angeles, CA | ||||
| Principal Financial Group | Corporation | Des Moines, IA | ||||
| O'Shaughnessy Asset Management | Corporate Backed or Acquired | Stamford, CT | ||||
| Mercer Advisors | Private Equity-Backed | Denver, CO |
Reliance Trust Patents
Reliance Trust Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-1549192-A | Concrete reenforcement | Inactive | 10-Jun-1922 |
Reliance Trust Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Reliance Trust Investments & Acquisitions (4)
Reliance Trust’s most recent deal was a Corporate with Sleepstation. The deal was made on 13-Apr-2023.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Sleepstation | 13-Apr-2023 | Corporate | Clinics/Outpatient Services | ||
| Azaries | 31-Oct-2018 | Early Stage VC | Financial Software | ||
| Grand Bank & Trust of Florida (Trust & Asset Management Business) | 31-Jul-2013 | Merger/Acquisition | Asset Management | ||
| SI Trust Servicing | 31-Mar-2012 | Merger/Acquisition | BPO/Outsource Services |
Reliance Trust FAQs
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When was Reliance Trust founded?
Reliance Trust was founded in 1975.
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Where is Reliance Trust headquartered?
Reliance Trust is headquartered in Atlanta, GA.
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What is the size of Reliance Trust?
Reliance Trust has 271 total employees.
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What industry is Reliance Trust in?
Reliance Trust’s primary industry is Asset Management.
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Is Reliance Trust a private or public company?
Reliance Trust is a Private company.
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What is the current valuation of Reliance Trust?
The current valuation of Reliance Trust is .
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What is Reliance Trust’s current revenue?
The current revenue for Reliance Trust is .
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Who are Reliance Trust’s competitors?
Baker Street Advisors, Composition Wealth, Principal Financial Group, O'Shaughnessy Asset Management, and Mercer Advisors are some of the 13 competitors of Reliance Trust.
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When was Reliance Trust acquired?
Reliance Trust was acquired on 16-Jul-2014.
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Who acquired Reliance Trust?
Reliance Trust was acquired by Fidelity National Information Services.
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