Investors Trust Company
- Company typePrivate
- Founded2004
- HeadquartersChapel Hill, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Investors Trust Company firmographics
Firmographics- Name
- Investors Trust Company
- Legal name
- Investors Trust Company
- Website
- https://invtrust.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Investors Trust Company industry classification
Industry- Product category
- Wealth Management and Trust Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Trust Administration & Fiduciary Accounting Services (FSAAANAF)
- akta.pro secondary industries
- Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Philanthropic & Charitable Trust Services (FSAAANAI), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)
Keywords
Where Investors Trust Company is headquartered
LocationHeadquarters
- HQ city
- Chapel Hill
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Investors Trust Company business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Fee-Based Investment Management: The company operates as an independent, fee-based trust company generating revenue through investment management fees for managing client portfolios including equity strategies (Growth, Equity Select, Blue Chip Dividend) and fixed-income investments.
- Financial Planning Services: Revenue generated from comprehensive financial planning services including retirement planning, education funding, tax-planning strategies, and estate planning, delivered by CERTIFIED FINANCIAL PLANNER professionals.
- Trust Administration Services: Corporate trust administration services including serving as sole trustee, co-trustee, or agent for revocable, irrevocable, and charitable trusts. Generates fees for corporate trust administration.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Investors Trust Company product offering
Product offeringCore offering
Investors Trust Company is a North Carolina state-chartered, fee-based trust company providing three integrated service lines: Investment Management (equity and fixed-income strategies), Financial Planning (delivered by CERTIFIED FINANCIAL PLANNER professionals), and Trust Services (corporate trustee administration for revocable, irrevocable, and charitable trusts). The firm serves affluent individuals, families, business owners, endowments, and foundations through offices in Chapel Hill, Charlotte, and Raleigh.
Product overview
Investors Trust Company offers a unified wealth management platform comprising three core service lines: Investment Management, Financial Planning, and Trust Services. The Investment Management division includes four distinct equity strategies (Growth Equity Strategy, Equity Select, Blue Chip Dividend, and Asset Allocation Fund Model) alongside Fixed-Income Investment services. Financial Planning is delivered by CERTIFIED FINANCIAL PLANNER™ professionals offering holistic planning across retirement, education, risk management, and estate planning. Trust Services provides corporate trustee administration for revocable, irrevocable, and charitable trusts. These integrated services work together to deliver comprehensive wealth management from a single North Carolina-based independent trust company.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management
Companies that use Investors Trust Company
Customer profileSegments5 records
Ideal customer profiles4 records
Investors Trust Company technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Investors Trust Company partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
Investors Trust Company competitors and assessment
Company assessmentDirect peers
- Fiduciary Trust International: Independent, privately owned wealth management and trust services firm serving HNW individuals, families, and institutions. Direct peer across investment management, financial planning, and corporate trustee services.
- Bessemer Trust: Privately held wealth and investment management firm specializing in HNW families and foundations. Closely comparable in multi-generational wealth planning, trust administration, and personalized investment services.
- Wilmington Trust (M&T Bank): Wealth management and trust services firm (subsidiary of M&T Bank) offering investment management, trust administration, and private banking to HNW clients. Comparable core service mix to Investors Trust.
- Glenmede: Independent, privately held trust and investment management firm serving HNW families, foundations, and endowments. Comparable to Investors Trust as a fee-based, independent trust company without proprietary product conflicts.
- CapTrust: Headquartered in Raleigh, NC, CapTrust is a large independent wealth management and investment advisory firm serving HNW individuals, families, and institutions. It directly competes with Investors Trust across investment management, financial planning, and fiduciary services in the same NC regional market.
Regional players
- Truist Wealth: Wealth management division of Truist Financial (formed from BB&T and SunTrust), headquartered in Charlotte, NC. Competes directly with Investors Trust in NC for HNW investment management and trust services.
- First Citizens Wealth: NC-headquartered bank wealth management arm offering investment advisory, trust, and financial planning services across the Southeast. Same regional geography as Investors Trust with overlapping HNW client base.
Broad incumbents
- Cambridge Associates: Global investment firm serving endowments, foundations, pensions, and HNW families. Comparable to Investors Trust in serving endowments/foundations and providing strategic asset allocation.
- Northern Trust Wealth Management: Large incumbent wealth manager offering investment management, trust, and banking services nationally and globally. Overlaps with Investors Trust across all three service lines but at vastly greater scale and broader geography.
- Bank of America Private Bank: National private bank offering investment management, trust, and wealth planning to HNW and ultra-HNW clients. Direct overlap with Investors Trust's offerings, but embedded within a much larger bank platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Investors Trust Company social profiles
Digital presenceInvestors Trust Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investors Trust Company leadership team
Management profileNumber of profiles
Profiles10 records
Investors Trust Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investors Trust Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Investors Trust Company
What does Investors Trust Company do?
Investors Trust Company is a North Carolina state-chartered, fee-based trust company providing three integrated service lines: Investment Management (equity and fixed-income strategies), Financial Planning (delivered by CERTIFIED FINANCIAL PLANNER professionals), and Trust Services (corporate trustee administration for revocable, irrevocable, and charitable trusts). The firm serves affluent individuals, families, business owners, endowments, and foundations through offices in Chapel Hill, Charlotte, and Raleigh.
Is Investors Trust Company a public or private company?
Investors Trust Company is a private company. It is classified as corporate owned and is currently operating.
When was Investors Trust Company founded?
Investors Trust Company was founded in 2004. It employs 11 to 50 people.
Where is Investors Trust Company based?
Investors Trust Company is headquartered in Chapel Hill, United States, in the North America region.
How does Investors Trust Company make money?
Three revenue lines are on record. Fee-Based Investment Management is the primary driver. The others are financial Planning Services and trust Administration Services.
Who are Investors Trust Company's main competitors?
Direct peers on record are Fiduciary Trust International, Bessemer Trust, Wilmington Trust (M&T Bank), Glenmede and CapTrust. Regional players are Truist Wealth and First Citizens Wealth. Broad incumbents are Cambridge Associates, Northern Trust Wealth Management and Bank of America Private Bank.
Does Investors Trust Company have an API?
No public API is recorded for Investors Trust Company.
What industry is Investors Trust Company in?
Investors Trust Company's product category is Wealth Management and Trust Services. Its primary akta.pro industry code is FSAAANAF, Trust Administration & Fiduciary Accounting Services, with a secondary code of FSAEAKAI, Fiduciary Investment Management (Trust Portfolios). Its NAICS code is 523940 and its SIC code is 6282.