41
39
Growth Score
-24 pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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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
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Whittier Trust Co is a wealth management and financial services company providing tailor-made investment strategies to their clients.
- William Dodds: Vice President, Client Advisor
- Nielsen Fields: Vice President, Portfolio Management
About the Company
Whittier Trust is the largest multi-family office headquartered on the West Coast, offering a breadth of financial services and expertise supported by an exceptional commitment to personal service that reflects our family roots. We collaborate closely with our clients to tailor investment strategies that meet their unique needs, goals, and values.
