Trust and wealth management companies
Companies whose enriched business profile is tagged “Trust and wealth management”, drawn from their SEC filings + website text. Sorted by market capitalization; every figure is delayed data from SEC EDGAR + Finnhub, shown with its as-of date.
- BANCFIRST CORP (BANF) Financials — A regional Oklahoma-based community bank serving small to medium-sized businesses and retail customers through a network of 109 branches with diversified lending across commercial, agricultural, and energy sectors. ask →
- WESBANCO INC (WSBC) Financials — A regional multi-state bank holding company serving nine states with comprehensive retail, corporate, trust, mortgage, and insurance services, recently expanded through the Premier Financial Corp. acquisition. ask →
- COMMUNITY TRUST BANCORP INC (CTBI) Financials — A $6.7B regional bank holding company providing commercial, personal, and trust services to small and mid-sized communities across Kentucky, West Virginia, and Tennessee. ask →
- TRUSTCO BANK CORP (TRST) Financials — A regional community bank with $6.4 billion in assets providing residential mortgages, deposits, and trust services across 134 branches in New York, Florida, and surrounding states. ask →
- FIDELITY D AND D BANCORP INC (FDBC) Financials — A regional bank holding company serving Northeastern and Eastern Pennsylvania with traditional deposit-taking, lending, trust, and wealth management services. ask →
- CHAIN BRIDGE BANCORP INC CLASS A (CBNA) Financials — A niche, nationally chartered community bank focused on attracting commercial transaction deposits and maintaining fortress-like liquidity and asset quality. ask →
- NATIONAL BANKSHARES INC (NKSH) Financials — A Virginia-based community bank holding company serving small and mid-sized businesses and individuals across southwest, western and central Virginia through retail and commercial banking, lending, trust, and wealth management services. ask →
- OHIO VALLEY BANC CORP (OVBC) Financials — A regional community bank serving southeastern Ohio and western West Virginia with a diversified mix of commercial, consumer, and trust services. ask →
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Data: SEC EDGAR (filings) + Finnhub (fundamentals, delayed daily-close). Figures shown with their as-of date.
Last updated 2026-07-18.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.