1834

What 1834 does

1834 is the dedicated wealth management and investment advisory division of Old National Bank (NASDAQ: ONB), offering customized, holistic financial services to high-net-worth individuals and institutional clients. Its personal-services suite covers wealth planning, investment management, trust and fiduciary services, estate planning and administration, private banking, specialized services, and business-owner wealth advisory. Its institutional-services suite covers investment management / outsourced chief investment officer (OCIO), corporate trust services (including municipal debt and escrow), philanthropy and endowment advisory, and retirement plan services. The 1834 brand was launched in 2022 following Old National's merger with First Midwest Bank, which roughly doubled the wealth management business in both people and assets under management, and draws its identity from Old National's founding year of 1834.

The firm does not develop or disclose proprietary technology platforms; its capabilities are delivered through integrated human advisory services supported by Old National Bank's regulated infrastructure. Client-facing technology consists of two portals — Client Point for secure access to 1834 account holdings, transactions, and statements, and WealthView for an aggregated portfolio snapshot that can import external accounts — alongside a content-marketing engine (Insights blog, webinars, social channels) that functions more as a top-of-funnel acquisition tool than as a product surface. Distribution is relationship-based: dedicated, tenured wealth advisors serve as single points of contact, backed by an integrated team of trust officers, financial planners, portfolio managers, and private bankers, with cross-referrals from Old National Bank's broader branch and corporate banking network.

Revenue is generated through advisory and management fees on AUM (and, where applicable, flat or retainer fees) charged to HNW individuals and institutions across roughly 13+ U.S. cities, anchored in Evansville, Indiana, and expanded through offices in the Midwest, Nashville, Scottsdale, and, as of 2025, Naples, Florida. The customer base is structurally diversified across HNW individuals and a broad institutional mix that includes nonprofits, colleges and universities, independent schools, religious and community foundations, family funds, hospitals, and municipalities — limiting single-customer concentration risk but leaving segment-level revenue undisclosed.

Name

1834

Legal name

Old National Bank

Website

https://1834.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

51–100 employees

Short description

1834 is the wealth management and investment advisory division of Old National Bank, offering customized financial planning, investment management, trust, estate, private banking, and OCIO services to high-net-worth individuals and institutions across 13+ U.S. cities.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Finance and Insurance (52)

SIC

Investment Advice (6282), National Commercial Banks (6021)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industry

Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Wealth management services
• Investment advisory
• Trust and fiduciary services
• Private banking
• Institutional investment management

Headquarters

HQ city

Evansville

HQ country

United States

HQ region

North America

Offices13 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management & Advisory Fees: 1834 generates revenue through advisory and management fees charged to high-net-worth individuals and institutional clients for customized wealth planning, investment management, trust and fiduciary services, estate planning, and private banking. Fees are likely assessed as a percentage of assets under management (AUM) or as flat/advisory retainers, consistent with industry practice for full-service wealth management firms.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

1834, a division of Old National Bank, provides customized, holistic wealth advisory and investment management services exclusively for high-net-worth individuals and institutions. The firm integrates Wealth Planning, Investment Management, Trust & Fiduciary Services, Estate Planning & Administration, Private Banking, Business Owner Wealth Advisory, Investment Management/OCIO, Corporate Trust Services, Philanthropy & Endowment, and Retirement Plan Services under a single advisor-led relationship model.

Product overview

1834 is a wealth management division of Old National Bank offering a comprehensive suite of integrated financial services for high-net-worth individuals and institutional clients. The firm operates as a unified platform combining personal services (Wealth Planning, Investment Management, Trust & Fiduciary Services, Estate Planning & Administration, Private Banking, Specialized Services, and Business Owner Wealth Advisory Services) with institutional services (Investment Management/OCIO, Corporate Trust Services, Philanthropy & Endowment, and Retirement Plan Services). Client-facing digital tools include Client Point for secure account access and WealthView for portfolio aggregation. The firm emphasizes personalized, high-touch service delivered through dedicated wealth advisors with integrated access to trust officers, financial planners, portfolio managers, and private bankers.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Comprehensive financial planning services that help individual clients create customized wealth plans aligned with their life goals and financial aspirations.
• Investment Management Professional portfolio management and investment advisory services for personalized asset allocation strategies for individual clients.
• Trust & Fiduciary Services Fiduciary services including trust administration and management for clients' estate and wealth transfer needs.
• Estate Planning & Administration Planning and administrative services for passing assets to next generations, including will preparation and trust administration for individual clients.
• Private Banking Banking services tailored for high-net-worth individuals, offering integrated financial solutions.
• Specialized Services Specialized wealth management services addressing unique financial situations and needs of individual clients.
• Business Owner Wealth Advisory Services Advisory services designed for business owners, including succession planning and business sale considerations.
• Investment Management / OCIO (Outsourced Chief Investment Officer) Full discretionary investment management services for institutions, nonprofits, and foundations, providing daily portfolio monitoring and strategic asset allocation.
• Corporate Trust Services Fiduciary services for municipal debt including trustee, registrar, and paying agent services, as well as intermediary escrow services for 1031 exchanges.
• Philanthropy & Endowment Services Professional consulting for nonprofit investment programs, including planned giving programs, fund-raising strategies, and board training and development for charitable organizations, colleges, foundations, and hospitals.
• Retirement Plan Services 401(k) and retirement plan management services for businesses, including fiduciary support and plan benchmarking.
• Client Point Secure online portal providing individuals and institutions access to their 1834 wealth management account holdings, recent transactions, and account statements.
• WealthView Virtual snapshot tool enabling individuals to import and view financial information from investment or deposit accounts beyond 1834 and Old National.

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• BNY Mellon Wealth Management: Large bank-affiliated wealth manager serving HNW and institutional clients with integrated investment management, trust, and private banking. Closely matches 1834's full-service bank-affiliated wealth model, but at meaningfully greater scale.
• Northern Trust: Major bank-affiliated wealth manager with deep HNW/UHNW, trust, and OCIO capabilities. Comparable as a direct competitor in trust & fiduciary advisory and institutional OCIO, though operating at significantly larger scale and broader geography.
• Truist Wealth: Wealth management division of Truist Financial Corporation, a large regional bank. Comparable as a bank-affiliated wealth platform serving HNW and institutional clients across the Southeast and Mid-Atlantic, though at much larger scale.

Direct peers

• Fifth Third Private Bank: Wealth and private banking division of Fifth Third Bank, a Midwest regional bank. Highly comparable in terms of Midwest geographic focus, HNW client base, and integrated trust/investment management services.
• Busey Wealth Management: Wealth management subsidiary of First Busey Corporation, serving HNW individuals and institutions across the Midwest. Comparable advisor-led HNW model with integrated trust and investment services in overlapping geographies.
• Huntington Private Bank: Wealth management arm of Huntington Bancshares, a Midwest regional bank. Comparable in footprint, client segment, and bank-affiliated wealth delivery model including investment management and trust services.
• Baird Private Wealth Management: Midwest-headquartered wealth advisory firm with strong advisor-led HNW franchise across similar geographies (Wisconsin, Illinois, Indiana, Michigan). Directly comparable business model emphasizing advisor relationships and integrated financial planning.
• Regions Private Wealth: Wealth management division of Regions Financial, a Southeastern regional bank. Similar bank-affiliated HNW/institutional wealth model, with comparable integrated trust, investment, and private banking services.

Emerging players

• Marquette Associates: Independent investment consulting firm providing OCIO and institutional investment advisory services to endowments, foundations, and pension plans. Comparable as a direct competitor in 1834's OCIO/Institutional investment management offering.
• Meketa Investment Group: Independent investment consulting and OCIO firm serving institutional clients including public pensions, endowments, and foundations. Comparable to 1834's institutional investment management and OCIO service line.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/old_national
• YouTubeyoutube.com/oldnational
• Facebookfacebook.com/OldNationalBancorp
• LinkedInlinkedin.com/company/1834-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 1834