Provident Trust Group Overview

  • Founded
  • 2007
  • Status
  • Acquired/​Merged
  • Employees
  • 11
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 2
  • Investments
  • 3

Provident Trust Group General Information


Provider of asset management and advisory services intended for fund administration. The company's asset management services offers a comprehensive range of trust and fund administration services by collaborating with its client's preferred investment advisers, accountants, attorneys and other professionals providing creative and flexible services tailored to each individual's unique situation and at a reasonable cost.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 8880 West Sunset Road
  • Suite 250
  • Las Vegas, NV 89148
  • United States
+1 (702) 000-0000
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Provident Trust Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Provident Trust Group Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of asset management and advisory services intended for fund administration. The company's asset management serv
Asset Management
Las Vegas, NV
11 As of 2016

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Boston, MA
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Tarrytown, NY
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Provident Trust Group Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
LPL Financial Formerly PE-Backed Boston, MA 0000 00000 000000000 00 00000
00000000 000000000 Formerly PE-Backed Tarrytown, NY 00 000000&0
00000000 0000 0000 Private Equity-Backed Northbrook, IL 00 000000000000
000000 000000000 Private Equity-Backed Austin, TX 0000 0000 000000000000 0000
000000 00000 00000 Corporate Backed or Acquired Saint Louis, MO 00000 00000 000000000000 00000
You’re viewing 5 of 11 competitors. Get the full list »

Provident Trust Group Executive Team (3)

Name Title Board Seat Contact Info
Robbie Robertson Chief Financial Officer & Chief Operating Officer
You’re viewing 1 of 3 executive team members. Get the full list »

Provident Trust Group Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Provident Trust Group Investments & Acquisitions (3)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 08-Apr-2019 00000 00000 00 00.000 Financial Software
000000.000 10-Sep-2015 00000 00000 00 00.00 Business/Productivity Software
Guidant Financial Group (Self-Directed IRA Admin Business) 24-Sep-2013 Merger/Acquisition Other Financial Services 0000000 00000 00
To view Provident Trust Group’s complete investments and acquisitions history, request access »