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Trevian Wealth Management Logo
Trevian Wealth Management CB Rank
789589
Heat Score
62
Trevian Wealth Management is a financial consulting company that offers cash management, estate planning, and investment advisory services.
Founded
obfuscation
Private Weston, Massachusetts, United States1-10 www.trevianwealth.com
Consulting
Financial Services
Wealth Management
Overview

Trevian Wealth Management
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
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 >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Trevian Wealth Management

CB Rank
789589
Trevian Wealth Management is a financial consulting company that offers cash management, estate planning, and investment advisory services.
Founded
obfuscation
Private Weston, Massachusetts, United States1-10 www.trevianwealth.com
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name Trevian Wealth Management, LLC
Operating Status Active
Company Type For Profit
Founders  Phil Swisher
Phone Number +1 847-347-3000
Contact Email phil.swisher@trevianwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Financial Optimization
A service that manages and optimizes all aspects of an individual's personal finances, focusing on interconnected financial components.
Investment Advisory Services
Advisory services focused on asset allocation, risk management, and investment strategies tailored for entrepreneurs and investors.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 11

Employee Profiles

News
Technology
View Tech Report

IT Spend

$88.1KThis year, Trevian Wealth Management is projected to spend $88.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Apple (AAPL) Logo
Apple (AAPL)
78
Social Security Logo
Social Security
74
Fortune Logo
Fortune
69

Active Website Tech Count

15Trevian Wealth Management is actively using 15 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.

Total IP

1Trevian Wealth Management has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Trevian Wealth Management's headquarters? Trevian Wealth Management is located in Weston, Massachusetts, United States.Who are Trevian Wealth Management's competitors? Alternatives and possible competitors to Trevian Wealth Management may include Bank of America, HighTower Advisors, and  Charles Schwab.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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