U.S. TRUST

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U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial manaement tools, liquidity services, custom credit, real estate finance). ... At U.S. Trust, they have a long and rich history of helping clients achieve their own unique objectives. Since 1853, they've been committed to listening, building long-term relationships, and helping individuals and their families realize the opportunities they create for themselves, their children, businesses, communities and future generations.

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U.S. TRUST

Social Links:

Industry:
Financial Services

Founded:
1853-01-01

Status:
Active

Technology used in webpage:
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Current Employees Featured

molly-sargent-sargent_image

Molly Sargent Sargent
Molly Sargent Sargent Client-facing Effectiveness Skills: Sales Trainer | Consultant @ U.S. Trust
Client-facing Effectiveness Skills: Sales Trainer | Consultant
2011-01-01

Investments List

Date Company Article Money raised
2024-02-14 Architect U.S. Trust investment in Series A - Architect 12 M USD
2004-11-08 Core Security U.S. Trust investment in Venture Round - Core Security 5 M USD
2004-04-07 Archemix U.S. Trust investment in Series B - Archemix 50 M USD
2002-08-15 Archemix U.S. Trust investment in Series A - Archemix 51.75 M USD
2002-05-01 Pilot Software, Inc. U.S. Trust investment in Series A - Pilot Software, Inc. 6 M USD
2002-02-11 Virtual Silicon Technology U.S. Trust investment in Series C - Virtual Silicon Technology 20 M USD
2001-01-18 MarketFirst U.S. Trust investment in Venture Round - MarketFirst 22 M USD
2000-11-28 Core Security U.S. Trust investment in Series B - Core Security 13.2 M USD
2000-10-18 PowerSmart U.S. Trust investment in Private Equity Round - PowerSmart N/A
2000-06-15 Epod U.S. Trust investment in Series B - Epod 18 M USD

More informations about "U.S. Trust"

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Schwab inks $2.7B acquisition of U.S. Trust - Jan. 13, 2000 - CNN …

Jan 13, 2000 Charles Schwab Corp. agreed Thursday to acquire U.S. Trust, one of the nation's leading wealth management firms, for $2.7 billion in stock, accelerating Schwab's transition …See details»

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