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 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, Tennessee 37215 United States. 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 February 2026, Cumberland Trust has approximately 153 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 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'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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