Wealth management / trust services companies
Companies whose enriched business profile is tagged “Wealth management / trust services”, 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.
- TEXAS CAPITAL BANCSHARES INC (TCBI) Financials — Texas-based full-service bank holding company offering specialized commercial lending, mortgage finance, and investment banking services to businesses and entrepreneurs primarily across Texas and select national markets. ask →
- BANK OF HAWAII CORP (BOH) Financials — Regional bank holding company serving Hawaii, Guam, and the Pacific Islands with consumer and commercial banking, wealth management, and treasury services. ask →
- NBT BANCORP INC (NBTB) Financials — A mid-sized regional bank providing commercial lending, deposit, wealth management, and financial services with a diversified revenue model spanning net interest income, fee services, and insurance operations. ask →
- STOCK YARDS BANCORP INC (SYBT) Financials — A regional community bank serving Kentucky, Indiana, and Ohio markets with diversified revenue from commercial lending, deposit gathering, and robust wealth management services. ask →
- TOMPKINS FINANCIAL CORP (TMP) Financials — A regionally-focused community bank serving New York and Pennsylvania with full-service lending, wealth management, and trust services. ask →
- CAPITAL CITY BANK INC (CCBG) Financials — Regional Florida-based bank with $4.4 billion in assets, offering full-service banking, mortgage lending, and wealth management across the Southeast. ask →
- WASHINGTON TRUST BANCORP INC (WASH) Financials — A New England regional bank holding company offering commercial, residential, consumer, and wealth management services with $6.6 billion in assets concentrated in Rhode Island, Connecticut, and Massachusetts. ask →
- CHOICEONE FINANCIAL SERVICES INC (COFS) Financials — A regional Michigan bank holding company providing commercial, consumer, and mortgage lending, deposits, and trust services to local communities. ask →
- CITIZENS AND NORTHERN CORP (CZNC) Financials — Community bank holding company operating 35+ branches across Pennsylvania and New York, offering deposit, lending, and wealth management services to personal and commercial customers. ask →
- FIRST WESTERN FINANCIAL INC (MYFW) Financials — A Denver-based private trust bank and wealth manager serving Western high-net-worth clients with integrated trust, investment, and banking services on a $7.28 billion AUM platform. ask →
- FRANKLIN FINANCIAL SERVICES CORP (FRAF) Financials — A Pennsylvania-based community bank holding company serving small and mid-market businesses and individuals across a regional footprint with commercial lending, deposits, and wealth management. ask →
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Data: SEC EDGAR (filings) + Finnhub (fundamentals, delayed daily-close). Figures shown with their as-of date.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.