Insights

Active Investment Portfolio Enterprise Trust demonstrates ongoing investment activity across diverse asset classes, including stakes in companies like Chubb, Texas Instruments, and Old Republic International, indicating a strong commitment to asset diversification and value growth.

Recent Strategic Acquisition The company's acquisition by Lido Advisors for 800 million dollars highlights its high-profile position in wealth management and potential for expansion into premium client segments seeking comprehensive trust and investment services.

Smaller Client Base with Growth Potential With a modest team of 11-50 employees and revenue under 10 million dollars, Enterprise Trust represents an attractive target for scalable solutions that can enhance operational efficiency and client service delivery.

Digital Engagement Tools Utilizing modern web technologies like Drupal, Google Analytics, and Bootstrap indicates a focus on online client engagement, providing opportunities to offer digital solutions that improve client experience and streamline communication.

Focus on Wealth Management As a trusted, independent firm with a history dating back to 1995, Enterprise Trust is poised for partnerships in advanced asset management and fiduciary services tailored to high-net-worth individuals and families seeking personalized wealth solutions.

Enterprise Trust Tech Stack

Enterprise Trust uses 8 technology products and services including cdnjs, jsDelivr, Drupal, and more. Explore Enterprise Trust's tech stack below.

  • cdnjs
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Drupal
    Content Management System
  • Google Font API
    Font Scripts
  • PHP
    Programming Languages
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Enterprise Trust's Email Address Formats

Enterprise Trust uses at least 1 format(s):
Enterprise Trust Email FormatsExamplePercentage
First@enterprise-trust.comJohn@enterprise-trust.com
41%
Last@enterprise-trust.comDoe@enterprise-trust.com
9%
First@enterprise-trust.comJohn@enterprise-trust.com
41%
Last@enterprise-trust.comDoe@enterprise-trust.com
9%

Frequently Asked Questions

Where is Enterprise Trust's headquarters located?

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Enterprise Trust's main headquarters is located at 15425 Los Gatos Boulevard Suite 150, Los Gatos, CA 95032, US. The company has employees across 2 continents, including North AmericaEurope.

What is Enterprise Trust's phone number?

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

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Enterprise Trust's official website is enterprise-trust.com and has social profiles on LinkedIn.

What is Enterprise Trust's SIC code NAICS code?

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Enterprise Trust's SIC code is 6021 - National Commercial Banks NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Enterprise Trust have currently?

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As of September 2025, Enterprise Trust has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Vice President, Operations: L. S.Information Technology Director: H. Y.. Explore Enterprise Trust's employee directory with LeadIQ.

What industry does Enterprise Trust belong to?

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Enterprise Trust operates in the Investment Management industry.

What technology does Enterprise Trust use?

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Enterprise Trust's tech stack includes cdnjsjsDelivrDrupalGoogle Font APIPHPreCAPTCHABootstrapGoogle Analytics.

What is Enterprise Trust's email format?

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Enterprise Trust's email format typically follows the pattern of . Find more Enterprise Trust email formats with LeadIQ.

When was Enterprise Trust founded?

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Enterprise Trust was founded in 1995.
Enterprise Trust

Enterprise Trust

Investment ManagementUnited States11-50 Employees

Enterprise Trust & Investment Company, Inc., and Enterprise Trust Company, LLC, are proud members of the Lido family. We, at Enterprise Trust, deliver high quality, corporate trust services and investment management. As fully independent trust companies, we understand that true wealth synergy is created through the unique combination of personalized asset management and comprehensive fiduciary expertise. Commitment to client relationships, their families, and the community have been the cornerstone of ETIC since our CA affiliate was founded in 1995, and we are proud to extend this same service model to our newly founded Nevada entity.

Section iconCompany Overview

Headquarters
15425 Los Gatos Boulevard Suite 150, Los Gatos, CA 95032, US
Phone number
SIC Code
6021 - National Commercial Banks
NAICS Code
5239 - Other Financial Investment Activities
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $10M

    Enterprise Trust's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Enterprise Trust's revenue is in the range of $10M

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