Insights

Legacy and scale U.S. Trust is a long-established private wealth manager with a substantial client base and revenue in the high billions, indicating a mature client ecosystem and potential for cross-sell of advanced wealth solutions, fiduciary services, and family office capabilities.

Wealth management focus Specialization in complex needs of wealthy individuals and families suggests opportunities to tailor high-touch investment strategies, estate planning, tax optimization, and philanthropic structuring for multi-generational wealth transfer.

Ownership and affiliations As part of Bank of America Private Wealth Management and affiliated with Merrill Lynch, there are channels for coordinated offerings, asset protection, and scaling through a broader private banking platform to target affluent clients.

Executive movement Recent leadership and senior investment strategist transitions indicate ongoing strategic realignment and potential openings for new advisory services, product enhancements, or targeted client acquisition within its advisor network.

Market signals Historical acquisitions and reported revenue scale point to a competitive landscape with demand for differentiated fiduciary governance, digital investment capabilities, and robust estate planning tools to sustain high-net-worth growth.

Similar companies to U.S. Trust

U.S. Trust Tech Stack

U.S. Trust uses 8 technology products and services including IBM Coremetrics, Adobe Experience Manager, Highcharts, and more. Explore U.S. Trust's tech stack below.

  • IBM Coremetrics
    Analytics
  • Content Management System
  • Highcharts
    Javascript Graphics
  • Lodash
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Tag Management
  • AddThis
    Widgets
  • Twitter
    Widgets

Media & News

U.S. Trust's Email Address Formats

U.S. Trust uses at least 5 email formats:
U.S. Trust Email FormatsExamplePercentage
First.Last@updates.ustrust.comJohn.Doe@updates.ustrust.com
100%
First.Last@ustrust.comJohn.Doe@ustrust.com
74%
FLast@ustrust.comJDoe@ustrust.com
13%
First_Last@ustrust.comJohn_Doe@ustrust.com
8%
F.Last@ustrust.comJ.Doe@ustrust.com
5%

Frequently Asked Questions

What is U.S. Trust's phone number?

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You can contact U.S. Trust's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is U.S. Trust's stock symbol?

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U.S. Trust is a publicly traded company; the company's stock symbol is ECTM.

What is U.S. Trust's official website and social media links?

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U.S. Trust's official website is ustrust.com and has social profiles on LinkedIn.

How much revenue does U.S. Trust generate?

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As of August 2026, U.S. Trust's annual revenue is estimated to be $1B - $10B.

What is U.S. Trust's SIC code and NAICS code?

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U.S. Trust's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does U.S. Trust have currently?

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As of August 2026, U.S. Trust has approximately 1.1K employees across 6 continents, including North America, Europe and Africa. Key team members include Chief Executive Officer: 범. 정., Chief Executive Officer: E. H. and Vice President Strategic Ventures: A. P. Explore U.S. Trust's employee directory with LeadIQ.

What industry does U.S. Trust belong to?

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U.S. Trust operates in the Financial Services industry.

What technology does U.S. Trust use?

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U.S. Trust's tech stack includes IBM Coremetrics, Adobe Experience Manager, Highcharts, Lodash, Modernizr, Tealium, AddThis and Twitter.

What is U.S. Trust's email format?

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U.S. Trust's email format typically follows the pattern of First.Last@updates.ustrust.com. Find more U.S. Trust email formats with LeadIQ.

When was U.S. Trust founded?

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U.S. Trust was founded in 1853.
U.S. Trust logo

U.S. Trust

Financial ServicesUnited States1001-5000 Employees

U.S. Trust is a United States–based financial services firm that serves the complex financial needs of wealthy individuals and families. With a history spanning more than 200 years, it emphasizes a global perspective, broad capabilities, a team-based approach, and a fiduciary platform to help manage and preserve wealth across generations.

It operates within Bank of America Private Wealth Management, delivering services through Bank of America, N.A., and other Bank of America subsidiaries. Its focus is on private wealth solutions for high-net-worth clients, leveraging affiliated channels for investment products and related services. Investment products are not FDIC insured, not bank guaranteed, and may lose value; some associates are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated, providing access to products through MLPF&S and other nonbank affiliates.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
ECTM
NAICS Code
52 - Finance and Insurance
Founded
1853
Employees
1001-5000

Section iconFunding & Financials

  • $1B - $10B

    U.S. Trust's revenue is estimated to be in the range of $1B - $10B

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