Insights

Market Niche Focus Equitable Trust specializes in personalized trust, estate, and family office services for high-net-worth families and institutions, presenting opportunities to offer tailored wealth management and technological solutions that enhance client engagement.

Strategic Investment Moves The company's recent acquisition of a stake in Liberty Energy Inc. and investments in firms like Medpace and Heico indicate an active approach to expanding its investment portfolio, suggesting opportunities to introduce innovative asset management and analytics tools.

Tech Stack & Digital Presence Utilizing advanced tools such as Salesforce Marketing Cloud and Google Analytics, Equitable Trust values technology-driven client insights—offering prospects to provide complementary CRM, analytics, and client engagement software.

Growth & Revenue Potential With an estimated revenue range of 25 to 50 million dollars and a lean team, there is scalability potential for solutions that streamline operations, enhance client reporting, and support growth without significant overhead.

Industry Positioning Operating within a competitive landscape with firms like T. Rowe Price and Fidelity, Equitable Trust presents opportunities for differentiation through innovative financial advisory platforms, estate planning tools, and specialized family office services.

Similar companies to Equitable Trust

Equitable Trust Tech Stack

Equitable Trust uses 8 technology products and services including Microsoft 365, Google Fonts API, Salesforce Marketing Cloud Account Engagement, and more. Explore Equitable Trust's tech stack below.

Microsoft 365
Email
Google Fonts API
Font Scripts
Salesforce Marketing Cloud Account Engagement
Marketing Automation
PWA
Miscellaneous
ZURB Foundation
UI Frameworks
Google Analytics
Web Analytics
Gravity Forms
Web Platform Extensions
Apache
Web Servers

Media & News

Equitable Trust's Email Address Formats

Equitable Trust uses at least 1 format(s):

Equitable Trust Email Formats	Example	Percentage
FLast@equitableco.com	JDoe@equitableco.com	47%
Last@equitableco.com	Doe@equitableco.com	5%
FMiddleLast@equitableco.com	JMichaelDoe@equitableco.com	1%
FLast@equitableco.com	JDoe@equitableco.com	47%

Frequently Asked Questions

Where is Equitable Trust's headquarters located?

Equitable Trust's main headquarters is located at 4400 Harding Pike, Suite 310. The company has employees across 1 continents, including North America.

What is Equitable Trust's phone number?

You can contact Equitable Trust's main corporate office by phone at

+1-615-460-****

. 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 Equitable Trust's official website and social media links?

Equitable Trust's official website is equitableco.com and has social profiles on LinkedIn.

How much revenue does Equitable Trust generate?

As of December 2025, Equitable Trust's annual revenue is estimated to be $2.4M.

What is Equitable Trust's SIC code NAICS code?

Equitable Trust's SIC code is 6798 - Real Estate Investment Trusts NAICS code is 52 - Finance and Insurance.

How many employees does Equitable Trust have currently?

As of December 2025, Equitable Trust has approximately 48 employees across 1 continents, including North America. Key team members include Chief Executive Officer: T. S.Chief Financial Officer: J. F.Chief Compliance Officer: M. D.. Explore Equitable Trust's employee directory with LeadIQ.

What industry does Equitable Trust belong to?

Equitable Trust operates in the Financial Services industry.

What technology does Equitable Trust use?

Equitable Trust's tech stack includes Microsoft 365Google Fonts APISalesforce Marketing Cloud Account EngagementPWAZURB FoundationGoogle AnalyticsGravity FormsApache.

What is Equitable Trust's email format?

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

When was Equitable Trust founded?

Equitable Trust was founded in 1991.

Equitable Trust

Q: What is Equitable Trust's official website and social media links?

Equitable Trust's official website is equitableco.com. Equitable Trust has social profiles on LinkedIn.

Q: How many employees does Equitable Trust have currently?

Equitable Trust has approximately 48 employees.

Q: What technology does Equitable Trust use?

Equitable Trust's tech stack includes Salesforce Marketing Cloud Account Engagement, Yoast SEO Premium, PWA, Lua, Google Fonts API.

Financial ServicesTennessee, United States11-50 Employees

Equitable Trust is an independent, employee owned trust company. Families and institutions entrust us with their trust and estate, family office, and investment advisory services. Our client-centric culture focuses on listening and problem-solving, and we strive to deliver the highest level of personalized service. Specifically, we focus on three main service areas:

Trust and Estate Services
•	Trust Administration
•	Estate Settlement
•	Estate Plan Consulting
•	Directed Trustee
•	Real Estate Administration

Family Office Services
•	Wealth Design
•	Financial Planning
•	Tax Planning
•	Philanthropic Giving
•	Next Generation Education and Mentoring
•	Lifestyle Management

Investment Advisory Services
•	Asset Allocation
•	Portfolio Management
•	Third-party Manager Evaluation and Selection
•	Account Aggregation and Consolidated Reporting
•	Private Equity Due Diligence