Insights

Private Wealth Focus U.S. Trust specializes in complex financial needs of wealthy individuals and families, indicating opportunities to offer high-touch wealth management, estate planning, and fiduciary services to ultra-high-net-worth clients and multi-generational families.

Legacy & Generations With a history spanning over 200 years and a fiduciary platform designed to preserve wealth across generations, there is potential to cross-sell succession planning, family governance, and intergenerational wealth transfer solutions.

Strategic Acquisition Signals Notable leadership changes and acquisitions within the private wealth space (e.g., past associations with Schwab) suggest a dynamic competitive landscape; identify partnership or integration opportunities with banks or wealth platforms seeking to enhance private client capabilities.

Public-Private Collaboration Affiliation with Bank of America Private Wealth Management and Merrill Lynch indicates access to broader product suites; explore opportunities to bundle banking, investment, and advisory services for consolidated client experience.

Digital & Analytics Readiness Tech stack includes analytics and web engagement tools; potential to offer data-driven advisory services, digital onboarding enhancements, and targeted marketing analytics for affluent client segments.

U.S. Trust Tech Stack

U.S. Trust uses 8 technology products and services including IBM Coremetrics, Handlebars, Highcharts, and more. Explore U.S. Trust's tech stack below.

  • IBM Coremetrics
    Analytics
  • Handlebars
    Javascript Frameworks
  • Highcharts
    Javascript Graphics
  • Hammer.js
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Tealium
    Tag Management
  • AddThis
    Widgets
  • Twitter
    Widgets

Media & News

U.S. Trust's Email Address Formats

U.S. Trust uses at least 2 format(s):
U.S. Trust Email FormatsExamplePercentage
First.Last@updates.ustrust.comJohn.Doe@updates.ustrust.com
100%
First.Last@ustrust.comJohn.Doe@ustrust.com
74%
FLast@ustrust.comJDoe@ustrust.com
13%
First_Last@ustrust.comJohn_Doe@ustrust.com
8%
F.Last@ustrust.comJ.Doe@ustrust.com
5%

Frequently Asked Questions

Where is U.S. Trust's headquarters located?

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U.S. Trust's main headquarters is located at United States. The company has employees across 6 continents, including North AmericaEuropeAfrica.

What is U.S. Trust's phone number?

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You can contact U.S. 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 U.S. Trust's stock symbol?

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U.S. Trust is a publicly traded company; the company's stock symbol is ECTM.

What is U.S. Trust's official website and social media links?

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U.S. Trust's official website is ustrust.com and has social profiles on LinkedIn.

What is U.S. Trust's SIC code NAICS code?

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U.S. Trust's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does U.S. Trust have currently?

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As of June 2026, U.S. Trust has approximately 1.1K employees across 6 continents, including North AmericaEuropeAfrica. Key team members include Ceo/Owner: N. M.Chief Executive Officer: C. B.Chief Executive Officer: E. H.. Explore U.S. Trust's employee directory with LeadIQ.

What industry does U.S. Trust belong to?

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U.S. Trust operates in the Financial Services industry.

What technology does U.S. Trust use?

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U.S. Trust's tech stack includes IBM CoremetricsHandlebarsHighchartsHammer.jsModernizrTealiumAddThisTwitter.

What is U.S. Trust's email format?

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U.S. Trust's email format typically follows the pattern of First.Last@updates.ustrust.com. Find more U.S. Trust email formats with LeadIQ.

When was U.S. Trust founded?

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U.S. Trust was founded in 1853.

U.S. Trust

Financial ServicesUnited States1001-5000 Employees

U.S. Trust is a United States–based financial services firm that serves the complex financial needs of wealthy individuals and families. With a history spanning more than 200 years, it emphasizes a global perspective, broad capabilities, a team-based approach, and a fiduciary platform to help manage and preserve wealth across generations.

It operates within Bank of America Private Wealth Management, delivering services through Bank of America, N.A., and other Bank of America subsidiaries. Its focus is on private wealth solutions for high-net-worth clients, leveraging affiliated channels for investment products and related services. Investment products are not FDIC insured, not bank guaranteed, and may lose value; some associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated, providing access to products through MLPF&S and other nonbank affiliates.

Section iconCompany Overview

Headquarters
United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
ECTM
NAICS Code
52 - Finance and Insurance
Founded
1853
Employees
1001-5000

Section iconFunding & Financials

  • $1B$10B

    U.S. Trust's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    U.S. Trust's revenue is estimated to be in the range of $1B$10B

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