Insights

Growing Asset Base Cumberland Trust manages over $9.5 billion in assets under administration, indicating significant growth potential and the need for advanced investment management solutions, financial advisory tools, and scalable technology platforms to support expanding client portfolios.

Leadership Expansion Recent executive hires and promotions, including a new CEO and senior directors, suggest a focus on strengthening leadership and strategic growth, creating opportunities to offer leadership development services, executive coaching, or tailored consulting solutions.

Technology Adoption Utilizing a modern technology stack such as WordPress, Microsoft 365, and PHP indicates openness to digital solutions; this presents opportunities to introduce innovative fintech products, cybersecurity services, and process automation tools to enhance operational efficiency.

Market Presence With ten additional offices across major cities and a nationwide client base, Cumberland Trust is positioned for regional and national expansion; sales opportunities exist for localized marketing services, CRM solutions, and client engagement platforms to support growth initiatives.

Client-Centric Approach Focusing on long-term relationships and personalized trust and estate administration offers a chance to provide advanced CRM systems, client engagement tools, and compliance solutions that can help deepen client relationships and improve service delivery.

Cumberland Trust Tech Stack

Cumberland Trust uses 8 technology products and services including WordPress, Microsoft 365, spin.js, and more. Explore Cumberland Trust's tech stack below.

  • WordPress
    Content Management System
  • Microsoft 365
    Email
  • spin.js
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks

Media & News

Cumberland Trust's Email Address Formats

Cumberland Trust uses at least 1 format(s):
Cumberland Trust 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's headquarters located?

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Cumberland Trust's main headquarters is located at 40 Burton Hills Boulevard, Suite 300 Nashville, TN 37215, US. The company has employees across 1 continents, including North America.

What is Cumberland Trust's phone number?

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

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

What is Cumberland Trust's SIC code NAICS code?

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

How many employees does Cumberland Trust have currently?

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As of October 2025, Cumberland Trust has approximately 145 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's employee directory with LeadIQ.

What industry does Cumberland Trust belong to?

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Cumberland Trust operates in the Financial Services industry.

What technology does Cumberland Trust use?

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Cumberland Trust's tech stack includes WordPressMicrosoft 365spin.jsjQuery MigrateLightboxPHPYoast SEOBootstrap.

What is Cumberland Trust's email format?

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

When was Cumberland Trust founded?

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Cumberland Trust was founded in 2001.

Cumberland Trust

Financial ServicesUnited 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 $9.5 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, TN 37215, US
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's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

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

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