Fiduciary Partners
Fiduciary Partners is an independent, employee-owned Wisconsin trust company providing personal trust administration, administrative agency, and estate settlement services to 700+ high-net-worth families across the Midwest, partnering with 250+ external investment managers rather than managing assets itself.
- Company typePrivate
- Founded2001
- HeadquartersAppleton, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Fiduciary Partners does
Fiduciary Partners Trust Company is an independent, employee-owned Wisconsin-chartered trust company founded in 2001 in Appleton, Wisconsin. The firm provides three core fiduciary services — Personal Trust Administration, Administrative Agency Services (trustee, guardian, conservator, agent under power of attorney), and Estate and Trust Settlement Services — for high-net-worth individuals and families. As of 2026, it administers $2.5 billion in assets for more than 700 families across Wisconsin, Minnesota, Upper Michigan, and Illinois, supported by a staff of 45 professionals operating from three offices (Appleton, Brookfield, Madison).
The company operates on an explicit non-custodial, advisor-friendly model: Fiduciary Partners deliberately does not manage investments, instead partnering with more than 250 external investment management firms and referring attorneys and accountants. Underlying technology is non-proprietary — the firm uses standard trust industry software for account management, compliance, and reporting, and provides clients with secure online account access through a third-party portal branded Trust Reporter. There is no mobile app, no disclosed API, and no proprietary AI/ML components. The firm is regulated by the Wisconsin Department of Financial Institutions, holds trust errors & omissions and financial institution bond insurance, and is audited by an independent accounting firm.
Fiduciary Partners generates revenue primarily through recurring fees calculated as a percentage of trust market value, prorated and billed monthly with a monthly minimum floor. Certain trusts are billed as flat annual fees, and estate/trust settlement and tax preparation services carry separate fee schedules. The go-to-market is sales-led and relationship-driven, reliant on referrals from financial advisors, estate-planning attorneys, and accountants, with no resellers or intermediaries. Ownership is concentrated among key executives (President, Senior VPs, and select VPs), and the firm has raised no external capital.
Fiduciary Partners firmographics
Firmographics- Name
- Fiduciary Partners
- Legal name
- Fiduciary Partners Trust Company
- Website
- https://fiduciarypartners.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fiduciary Partners is an independent, employee-owned Wisconsin trust company providing personal trust administration, administrative agency, and estate settlement services to 700+ high-net-worth families across the Midwest, partnering with 250+ external investment managers rather than managing assets itself.
- Ownership category
- akta.pro rank
Fiduciary Partners industry classification
Industry- Product category
- Trust and Fiduciary Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Trusts, Estates, and Agency Accounts (525920)
- akta.pro primary industry
- Personal & Family Trust Services (FSAAANAA)
- akta.pro secondary industries
- Trust Administration & Fiduciary Accounting Services (FSAAANAF), Personal Trust & Fiduciary Administration (FSAEAKAA)
Keywords
Where Fiduciary Partners is headquartered
LocationHeadquarters
- HQ city
- Appleton
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Fiduciary Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Trust Administration Fees: Fees calculated as a percentage of the trust's market value, generally prorated and charged monthly with a monthly minimum fee. For certain types of trusts, fees may be a flat annual fee. Tax preparation services are additional.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Percentage of trust market value |
| Subscription | Annual | Flat annual fee |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Fiduciary Partners product offering
Product offeringCore offering
Fiduciary Partners Trust Company is an independent Wisconsin-chartered trust company that administers personal trusts, serves as administrative agent (trustee, guardian, conservator, or attorney-in-fact), and handles estate and trust settlement for high-net-worth individuals and families. The firm deliberately does not manage investments, instead partnering with clients' existing financial advisors and attorneys so that trust administration is delivered by an independent, conflict-free corporate fiduciary while investment decisions remain with the client's chosen advisor.
Product overview
Fiduciary Partners is an independent trust company offering a unified suite of fiduciary services rather than a software product. The company provides three integrated service offerings: Personal Trust Administration, Administrative Agency Services, and Estate and Trust Settlement Services. These services work together under a partnership model with clients' existing financial advisors and attorneys, with Fiduciary Partners handling the administrative fiduciary responsibilities while advisors manage investments. The company does not manage money or offer investment management, instead serving exclusively as a corporate trustee and administrative agent.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Trust Administration
Quantifiable outcome
- Delivering peace of mind for clients and their families through professional trust administration
Companies that use Fiduciary Partners
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles4 records
Fiduciary Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Fiduciary Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Investment Management Firms (250+)coreFiduciary Partners partners with over 250 investment management firms to provide comprehensive trust services. The company focuses on trust administration while partner advisors handle investment management, eliminating conflicts of interest that arise when one entity handles both.
Scale indicators7 records
Recent moves9 records
Expansion highlights5 records
Fiduciary Partners competitors and assessment
Company assessmentRegional players
- Associated Trust Company: Associated Trust Company is a Wisconsin-based trust company offering personal trust and estate services, directly overlapping with Fiduciary Partners' geographic market and customer segment in the upper Midwest.
Broad incumbents
- Bessemer Trust: Bessemer Trust is a leading private wealth and investment advisory firm focused exclusively on ultra-high-net-worth families, providing trust, estate, and family office services. It competes with Fiduciary Partners for higher-end estate settlement and multi-generational trust relationships.
- BNY Mellon Wealth Management: BNY Mellon Wealth Management offers comprehensive wealth planning, trust administration, and estate services through Pershing and BNY Mellon Wealth, competing across the HNW trust space including in Midwest markets where Fiduciary Partners operates.
- U.S. Bank Private Wealth Management: U.S. Bank's Private Wealth Management group offers personal trust administration, estate settlement, and fiduciary services across the Midwest and nationally, providing direct competition with Fiduciary Partners for bank-trust-disenchanted advisors seeking independent alternatives.
- PNC Wealth Management: PNC Wealth Management provides personal trust and estate administration services, including corporate trustee services through PNC's bank trust division. It serves HNW clients in many of the same Midwest geographies as Fiduciary Partners.
- Northern Trust: Northern Trust is a major wealth management and trust services provider with deep institutional and family wealth capabilities, including personal trust administration and estate services. It serves HNW clients in the Midwest and competes with Fiduciary Partners for regional estate settlement work.
Direct peers
- Wilmington Trust: Wilmington Trust is a wealth management and trust services provider offering personal trust administration, estate settlement, and corporate trust services. It is now part of M&T Bank but operates a trust-specialized business that competes directly with independent firms like Fiduciary Partners.
- Cumberland Trust Company: Cumberland Trust is an independent trust company providing personal trust administration, estate settlement, and agency services, with a model that focuses exclusively on fiduciary services without investment management—closely mirroring Fiduciary Partners' structure.
- Argent Trust Company: Argent Trust is an independent trust company offering personal trust administration, estate settlement, and corporate trust services across the Southeast and Midwest. It directly competes with Fiduciary Partners in the independent, non-bank trust space with similar advisor-friendly positioning.
- National Advisors Trust Company: National Advisors Trust Company is a trust company owned by RIA firms that serves as a fiduciary partner to independent financial advisors. Its advisor-owned, non-custodial model aligns closely with Fiduciary Partners' advisor-friendly approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Fiduciary Partners social profiles
Digital presenceFiduciary Partners compliance and trust
Trust signalCompliance4 records
Fiduciary Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fiduciary Partners leadership team
Management profileNumber of profiles
Profiles10 records
Fiduciary Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fiduciary Partners 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 Fiduciary Partners
What does Fiduciary Partners do?
Fiduciary Partners Trust Company is an independent Wisconsin-chartered trust company that administers personal trusts, serves as administrative agent (trustee, guardian, conservator, or attorney-in-fact), and handles estate and trust settlement for high-net-worth individuals and families. The firm deliberately does not manage investments, instead partnering with clients' existing financial advisors and attorneys so that trust administration is delivered by an independent, conflict-free corporate fiduciary while investment decisions remain with the client's chosen advisor.
Is Fiduciary Partners a public or private company?
Fiduciary Partners is a private company. It is classified as management employee owned and is currently operating.
When was Fiduciary Partners founded?
Fiduciary Partners was founded in 2001. It employs 11 to 50 people.
Where is Fiduciary Partners based?
Fiduciary Partners is headquartered in Appleton, United States, in the North America region.
How does Fiduciary Partners make money?
One revenue line is on record: trust Administration Fees.
Who are Fiduciary Partners's main competitors?
Associated Trust Company is listed as a regional player. Broad incumbents are Bessemer Trust, BNY Mellon Wealth Management, U.S. Bank Private Wealth Management, PNC Wealth Management and Northern Trust. Direct peers are Wilmington Trust, Cumberland Trust Company, Argent Trust Company and National Advisors Trust Company.
Does Fiduciary Partners have an API?
No public API is recorded for Fiduciary Partners.
What industry is Fiduciary Partners in?
Fiduciary Partners's product category is Trust and Fiduciary Services. Its primary akta.pro industry code is FSAAANAA, Personal & Family Trust Services, with a secondary code of FSAAANAF, Trust Administration & Fiduciary Accounting Services. Its NAICS code is 523991.