ATG Trust Company

Name

ATG Trust Company

Website

https://atgtrust.com

Company type

Private

Founded year

1998

Headcount range

11–50 employees

Short description

ATG Trust Company is a Chicago-based trust and estate administration firm, founded in 1998, that provides fiduciary administration services to financial advisors and the clients they introduce, operating as a private, for-profit company with 11-50 employees.

Ownership category

akta.pro rank

Product category

Trust and Estate Administration Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Directed Trust & Trust Advisory Services (FSAAANAK)

akta.pro secondary industries

Corporate & Institutional Trust Services (FSAAANAB), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Trust administration services
• Estate administration services
• Fiduciary services
• Wealth planning support
• Trust company services

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D

Core offering

ATG Trust Company delivers trust and estate administration services to financial advisors and their clients. Operating from Chicago as a private company founded in 1998, the firm partners with advisors to administer trusts and estates on a collaborative basis. The firm maintains a small team (11-50 employees) focused on creative, committed fiduciary administration for advisor-referred clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Trust and Estate Administration Services Creative, collaborative, and committed trust and estate administration delivered to financial advisors and the families they serve, covering fiduciary administration of client trusts and estates.

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Broad incumbents

• Fidelity Wealth Services: Fidelity provides trust services through Fidelity Wealth Services and Fidelity Family Office Services, including directed trust accounts for advisor clients. It is a broad incumbent with deep technology, scale, and a large advisor channel.
• Northern Trust Wealth Management: Northern Trust, headquartered in Chicago, is a leading personal trust and wealth management franchise serving ultra-high-net-worth families and their advisors. As a Chicago-based incumbent, it is directly relevant given geography and overlapping advisor partnerships.
• BNY Mellon Wealth Management: BNY Mellon Wealth offers personal trust, estate administration, and directed trustee services to high-net-worth clients referred through advisors. It is a broad incumbent competing for the same advisor channel trust mandates.
• Wilmington Trust (part of M&T Bank): Wilmington Trust provides personal trust, estate, and investment services to high-net-worth families and their advisors. It is a broad incumbent competing with ATG for advisor-referred trust business, with materially greater scale and technology infrastructure.
• Comerica Trust & Estate Services: Comerica's trust and estate services division provides personal trust administration, estate settlement, and directed trustee services. As a bank-owned fiduciary, it competes with ATG in the Midwest advisor-served trust market with greater scale and balance sheet backing.
• Charles Schwab Trust (formerly Trust Company of America): Schwab's trust business, which absorbed Trust Company of America, offers directed trust and custodial services to independent RIAs. Its scale and integrated custody create a significant competitive threat to small advisor-focused trust companies like ATG.

Direct peers

• National Advisors Trust Company: National Advisors Trust Company (NATC) is a closely held trust company that provides directed trust and custodial services to independent RIAs and their clients. It is the closest direct peer to ATG given its nearly identical B2B2C advisor-channel trust administration model.
• ATC Trust Company (Advisor Trust Company): ATC Trust Company is an independent, South Dakota-chartered trust company that administers trusts for financial advisors and their clients nationwide. It mirrors ATG's positioning as a non-bank, advisor-focused directed trustee serving complex client situations.
• Trust Company of the South: Trust Company of the South and affiliated entities provide trust administration services to advisors and families. They operate a similar advisor-channel directed trust model, making them a directly comparable private trust company peer.

Emerging players

• Aspiriant: Aspiriant is an independent RIA that also offers directed trust services to clients of partner advisors. While primarily a wealth manager, its in-house trust capability places it as an emerging player competing in the same advisor-channel trust space as ATG.

Market position

Customer concentration

• Facebookfacebook.com/ATG-Trust-Company-501874983295647

Revenue estimate

Valuation estimate

Number of profiles

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 ATG Trust Company