Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
American Trust Wealth Logo
American Trust Wealth CB Rank
2731741
Heat Score
47
American Trust Wealth is a wealth management firm that offers financial, tax, and estate planning services.
Private Lexington, Kentucky, United States11-50 www.americantrustwealth.com
Financial Services
Tax Preparation
Wealth Management
Overview

American Trust Wealth
Heat Score
47

Growth Score
pts
in past quarter
Heat Score 47
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About American Trust Wealth

CB Rank
2731741
American Trust Wealth is a wealth management firm that offers financial, tax, and estate planning services.
Private Lexington, Kentucky, United States11-50 www.americantrustwealth.com
Financial Services
Tax Preparation
Wealth Management

Details

Legal Name American Trust Wealth
Operating Status Active
Company Type For Profit
Phone Number +1 866 934 5078
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create comprehensive plans for managing their finances, including budgeting, saving, and investing to meet personal financial goals.
Investment Management
A service that manages clients' investment portfolios to align with their financial goals and risk tolerance through active and passive strategies.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50
News
Technology
View Tech Report

Monthly Web Visits

614
-79.92%
 in past month

IT Spend

$120.8KThis year, American Trust Wealth is projected to spend $120.8K on IT, according to Aberdeen.

Active Website Tech Count

34American Trust Wealth is actively using 34 technologies for its website, according to BuiltWith. These include SSL by Default, Viewport Meta, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is American Trust Wealth's headquarters? American Trust Wealth is located in Lexington, Kentucky, United States.Who are American Trust Wealth's competitors? Alternatives and possible competitors to American Trust Wealth may include Shore Capital Partners, Floyd Financial Group, and  New Perspective Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(f7db04b 1)
|