Insights

Leadership Expansion With recent appointments of new leadership including a CEO and senior advisors, there is a strong opportunity to offer executive coaching, leadership development programs, and tailored advisory services to support Chilton Trust's growth and strategic initiatives.

Digital Innovation Chilton Trust utilizes a mix of modern technology platforms, indicating openness to digital transformation solutions, cybersecurity enhancements, and client engagement tools that can streamline operations and improve client experience.

Market Growth Having expanded its regional presence in Naples and Southwest Florida, the firm may benefit from targeted regional marketing and bespoke wealth management solutions tailored to high-net-worth clients in rising markets.

Size and Revenue With a revenue range of 50 to 100 million dollars and a mid-sized employee base, Chilton Trust presents opportunities for scalable financial planning software, advanced investment management tools, and back-office automation services to enhance efficiency.

Client Focus Specializing in intergenerational wealth and family office services, there is potential to introduce high-touch, white-glove financial planning, estate planning, and philanthropy advisory services that match their high-net-worth client base.

Chilton Trust Tech Stack

Chilton Trust uses 8 technology products and services including JazzHR, RSS, Twemoji, and more. Explore Chilton Trust's tech stack below.

  • JazzHR
    Applicant Tracking Systems
  • RSS
    Content Management System
  • Twemoji
    Font Scripts
  • Cisco
    Network Hardware
  • Microsoft Windows
    Operating Systems
  • PHP
    Programming Languages
  • Python
    Programming Languages
  • OpenResty
    Web Servers

Media & News

Chilton Trust's Email Address Formats

Chilton Trust uses at least 3 format(s):
Chilton Trust Email FormatsExamplePercentage
FLast@chiltontrust.comJDoe@chiltontrust.com
99%
Last@chiltontrust.comDoe@chiltontrust.com
1%
FLast@chiltoninc.comJDoe@chiltoninc.com
74%
Last@chiltoninc.comDoe@chiltoninc.com
23%
L.First@chiltoninc.comD.John@chiltoninc.com
3%
First.Last@chiltontrustcompany.comJohn.Doe@chiltontrustcompany.com
47%
FLast@chiltontrustcompany.comJDoe@chiltontrustcompany.com
3%
First.Last@chiltontrustcompany.comJohn.Doe@chiltontrustcompany.com
47%
FLast@chiltontrustcompany.comJDoe@chiltontrustcompany.com
3%

Frequently Asked Questions

What is Chilton Trust's phone number?

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You can contact Chilton Trust's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Chilton Trust's official website and social media links?

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Chilton Trust's official website is chiltontrustcompany.com and has social profiles on LinkedIn.

What is Chilton Trust's NAICS code?

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Chilton Trust's NAICS code is 52 - Finance and Insurance.

How many employees does Chilton Trust have currently?

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As of December 2025, Chilton Trust has approximately 86 employees across 2 continents, including North AmericaEurope. Key team members include Chief Financial Officer: R. W.Chief Information Officer: M. L.Vice President - Wealth Advisory: N. W.. Explore Chilton Trust's employee directory with LeadIQ.

What industry does Chilton Trust belong to?

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Chilton Trust operates in the Financial Services industry.

What technology does Chilton Trust use?

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Chilton Trust's tech stack includes JazzHRRSSTwemojiCiscoMicrosoft WindowsPHPPythonOpenResty.

What is Chilton Trust's email format?

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Chilton Trust's email format typically follows the pattern of FLast@chiltontrust.com. Find more Chilton Trust email formats with LeadIQ.

Chilton Trust

Financial ServicesNew York, United States51-200 Employees

Chilton Trust is a boutique wealth management firm designed to provide the continuity, structure and acumen to protect and enhance the intergenerational wealth of select families and institutions.  The firm is built on the deep investment culture and rigorous standards of performance excellence which have been the hallmark of Chilton Investment Company.  We offer a full suite of individually customized services including access to internal equity and fixed income management, best-in-class external traditional and alternative managers, standalone trust company capabilities, consolidated wealth reporting, comprehensive family office services and transactional planning.  Furthermore, our emphasis on relationship management is vital and built upon integrity, confidentiality, high quality service and customization to meet the evolving needs and complexities that often exist with our clients.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Chilton Trust's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Chilton Trust's revenue is estimated to be in the range of $50M$100M

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