Insights

Fresh Leadership The recent appointment of Jennie Menzie as CEO and president indicates a strategic focus on strengthening leadership and possibly expanding service offerings, presenting opportunities for tailored partnership proposals and leadership communication strategies.

Growth in Assets Cumberland Trust has reported reaching over $8 billion in assets under administration, signaling a significant growth trajectory and potential for upselling advanced trust and estate management services to existing clients or attracting high-net-worth individuals.

Market Expansion With multiple new hires in senior roles, especially in corporate development and compliance, the company appears focused on expanding its market footprint and service depth, opening avenues for offering regulatory consulting or innovative estate solutions.

Technology Investment The company’s modern tech stack, including platforms like Microsoft 365 and web optimization tools, suggests ongoing digital transformation efforts, which could be complemented with advanced cybersecurity and data management solutions for enhanced operational efficiency.

Competitive Positioning Operating within a market with large players like Charles Schwab and Wells Fargo, Cumberland Trust’s specialized, personalized approach offers a unique opportunity to develop niche products or services targeted at clients seeking bespoke estate and trust administration solutions.

Cumberland Trust and Investment Company Tech Stack

Cumberland Trust and Investment Company uses 8 technology products and services including Joomla, MySQL, Microsoft 365, and more. Explore Cumberland Trust and Investment Company's tech stack below.

  • Joomla
    Content Management System
  • MySQL
    Database
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • X-XSS-Protection
    Security
  • Animate.css
    UI Frameworks
  • Adobe Fonts
    Web Fonts

Media & News

Cumberland Trust and Investment Company's Email Address Formats

Cumberland Trust and Investment Company uses at least 1 format(s):
Cumberland Trust and Investment Company Email FormatsExamplePercentage
FLast@cumberlandtrust.comJDoe@cumberlandtrust.com
96%
FMiddleLast@cumberlandtrust.comJMichaelDoe@cumberlandtrust.com
2%
FirstLast@cumberlandtrust.comJohnDoe@cumberlandtrust.com
1%
First.Last@cumberlandtrust.comJohn.Doe@cumberlandtrust.com
1%

Frequently Asked Questions

Where is Cumberland Trust and Investment Company's headquarters located?

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Cumberland Trust and Investment Company's main headquarters is located at 40 Burton Hills Boulevard Suite 300 Nashville, Tennessee 37215 United States. The company has employees across 1 continents, including North America.

What is Cumberland Trust and Investment Company's phone number?

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You can contact Cumberland Trust and Investment Company'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 Cumberland Trust and Investment Company's official website and social media links?

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Cumberland Trust and Investment Company's official website is cumberlandtrust.com and has social profiles on LinkedIn.

What is Cumberland Trust and Investment Company's SIC code NAICS code?

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Cumberland Trust and Investment Company's SIC code is 8111 - Legal Services NAICS code is 52 - Finance and Insurance.

How many employees does Cumberland Trust and Investment Company have currently?

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As of March 2026, Cumberland Trust and Investment Company has approximately 155 employees across 1 continents, including North America. Key team members include Ceo & President: J. K. M.Chief Information Officer: A. N.Chief Development Officer And Executive Director Of Regional Markets: M. D.. Explore Cumberland Trust and Investment Company's employee directory with LeadIQ.

What industry does Cumberland Trust and Investment Company belong to?

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Cumberland Trust and Investment Company operates in the Financial Services industry.

What technology does Cumberland Trust and Investment Company use?

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Cumberland Trust and Investment Company's tech stack includes JoomlaMySQLMicrosoft 365Font AwesomeSalesforce Marketing Cloud Account EngagementX-XSS-ProtectionAnimate.cssAdobe Fonts.

What is Cumberland Trust and Investment Company's email format?

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Cumberland Trust and Investment Company's email format typically follows the pattern of FLast@cumberlandtrust.com. Find more Cumberland Trust and Investment Company email formats with LeadIQ.

When was Cumberland Trust and Investment Company founded?

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Cumberland Trust and Investment Company was founded in 2001.

Cumberland Trust and Investment Company

Financial ServicesTennessee, United States51-200 Employees

Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing.  Our focus is on the beneficiaries, their needs and their values rather than on managing assets.

We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member.

We are headquartered in Nashville, Tennessee and have ten additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, Richmond, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to more than 140 employees, with over $10 billion in assets under administration serving clients and advisors all over the United States.

Section iconCompany Overview

Headquarters
40 Burton Hills Boulevard Suite 300 Nashville, Tennessee 37215 United States
Phone number
SIC Code
8111 - Legal Services
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Cumberland Trust and Investment Company's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Cumberland Trust and Investment Company's revenue is estimated to be in the range of $100M$250M

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