Evercore Trust Company

What Evercore Trust Company does

Evercore Trust Company, N.A. is an OCC-regulated national trust bank affiliated with Evercore Wealth Management, LLC (an SEC-registered investment advisor under the Investment Advisers Act of 1940). Together, the two entities deliver independent fiduciary services, wealth advisory, and investment management to high-net-worth and ultra-high-net-worth clients in the United States. The platform operates a high-touch two-advisor model in which each client is assigned two dedicated advisors alongside direct access to the trust company, distinguishing it from pure-play RIAs or standalone trust shops.

Name

Evercore Trust Company

Legal name

Evercore Wealth Management, LLC

Website

https://evercoretrustcompany.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Evercore Trust Company is a U.S. national trust bank affiliated with Evercore Wealth Management, providing independent fiduciary, wealth advisory, and investment management services to high-net-worth individuals, families, executives, and private equity partners across six U.S. offices.

Ownership category

akta.pro rank

Product category

Wealth Management & Trust Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Corporate & Institutional Trust Services (FSAAANAB), Philanthropic & Charitable Trust Services (FSAAANAI)

Keywords

• Trust services
• Wealth management
• Fiduciary services
• Investment advisory
• Estate planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Services: Fee-based investment advisory and wealth planning services provided to high-net-worth individuals, families, and institutions. Revenue is generated through advisory fees for investment management, strategic wealth planning, and fiduciary services.
2. Trust and Custody Services: Trust and custody services provided through Evercore Trust Company N.A., a national trust bank regulated by the Office of the Comptroller of the Currency. Revenue generated through trust administration and fiduciary service fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Evercore Trust Company, N.A. is a national trust bank regulated by the Office of the Comptroller of the Currency that delivers independent fiduciary and trust administration services, while its affiliate Evercore Wealth Management, LLC (an SEC-registered investment advisor) provides fee-based investment advisory and wealth planning services. Together they offer integrated wealth advisory, portfolio management, trust and custody services, family office services, and specialized planning modules (estate, tax, executive compensation, philanthropy, multigenerational transfer) to high-net-worth individuals, families, executives, private equity principals, family offices, and endowments/foundations.

Product overview

Evercore Wealth Management and Evercore Trust Company operate as an integrated platform providing independent wealth advisory, portfolio management, and fiduciary services. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC (SEC-registered investment advisor under the Investment Advisers Act of 1940), while Trust and custody services are provided by Evercore Trust Company, N.A. (a national trust bank regulated by the Office of the Comptroller of the Currency). The core offerings include Strategic Wealth Planning, Investment Management, Trust & Fiduciary Services, and Family Office Services, supported by specialized service modules covering Executive Compensation Strategies, Pre-IPO Planning, Liquidity Event Planning, Strategic Tax Management, Philanthropic Planning, and Corporate Trustee Services. The firm serves high-net-worth individuals, families, entrepreneurs, executives, private equity partners, endowments, foundations, and family offices across offices in New York, Minneapolis, Palm Beach, San Francisco, Tampa, and Delaware.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Wealth Planning Comprehensive planning services addressing taxes, wealth transfer, and multigenerational wealth management for high-net-worth individuals and families.
• Investment Management Portfolio management services including investment strategy, asset allocation, and ongoing portfolio monitoring and rebalancing for high-net-worth clients.
• Trust & Fiduciary Services Corporate trustee services and fiduciary functions provided by Evercore Trust Company N.A., including trust administration, tax filing, and asset safety supervision for high-net-worth families and institutions.
• Family Office Services Integrated family office services for ultra-high-net-worth families requiring comprehensive wealth management across multiple dimensions.

Quantifiable outcome

• Each client receives two dedicated advisors plus access to trust company services

Named customers3 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Evercore Wealth Management, LLCcoreOthersEvercore Wealth Management, LLC is an investment advisor registered with the SEC under the Investment Advisers Act of 1940, providing investment and wealth management services. Trust and custody services are provided by the affiliated Evercore Trust Company N.A.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Brown Brothers Harriman: Brown Brothers Harriman is a privately held, partnership-owned universal bank with a dedicated wealth management business serving HNW families, foundations, and endowments through investment management and private banking/trust services. Comparable as a privately held incumbent offering integrated advisory and trust services to similar client segments.
• Northern Trust: Northern Trust is a large, publicly traded financial institution with a major wealth management segment serving HNW/UHNW clients and offering comprehensive trust, custody, and investment services. Comparable as a broader incumbent with overlapping trust and fiduciary capabilities, though much larger and more diversified than Evercore.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management is the HNW/UHNW segment of BNY Mellon, offering investment management, trust and estate services, and private banking to individuals, families, and institutions. Comparable as a broader incumbent with full fiduciary/trust capabilities serving overlapping client segments.
• JPMorgan Private Bank: JPMorgan Private Bank is the HNW/UHNW banking and wealth arm of JPMorgan Chase offering investment management, trust and estate services, banking, and lending. Comparable as a broad incumbent competing for the same HNW/UHNW client base, particularly executives and entrepreneurs with complex wealth planning needs.
• CIBC Private Wealth: CIBC Private Wealth provides investment management, trust, and banking services to HNW individuals, families, and institutions in the U.S. Comparable as a broad incumbent with integrated trust and advisory capabilities targeting similar HNW family and institutional client segments.

Direct peers

• Rockefeller Capital Management: Rockefeller Capital Management is an independent wealth management firm focused on HNW/UHNW individuals, families, and institutions with integrated investment advisory, wealth planning, and family office services. Comparable as an independent RIA targeting similar executive, entrepreneur, and multigenerational family segments.
• Wilmington Trust: Wilmington Trust (an M&T Bank subsidiary) is a national trust company providing wealth advisory, investment management, and trust services to HNW individuals, families, and institutions. Comparable as an OCC-regulated trust bank with affiliated RIA capabilities and similar HNW family wealth transfer focus.
• Bessemer Trust: Bessemer Trust is a privately held wealth and investment management firm focused exclusively on HNW/UHNW families, with integrated trust and fiduciary capabilities. It is one of the closest direct comparables to Evercore Trust Company's combined RIA + national trust bank model serving multigenerational wealth.
• Glenmede: Glenmede is an independent, privately held wealth management firm serving HNW individuals, families, foundations, and endowments with investment management and trust services. Closely comparable to Evercore's independent RIA model with integrated trust and fiduciary offerings for multigenerational families.
• Abbot Downing: Abbot Downing is Wells Fargo's ultra-HNW brand providing customized investment management, trust, and banking services to individuals and families with significant wealth. Comparable as a dedicated HNW/UHNW advisory and trust platform serving multigenerational wealth planning clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/evercoretrustcompanyn.a.

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Evercore Trust Company