Top Trustee Services Companies

A high-performing Trustee Services solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Trustee Services companies around the globe. Providers and reviews are vetted extensively to ensure that we capture verified client feedback, project details, and measurable results. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

Ratings Updated: July 26, 2026

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3 Companies

List of the Best Trustee Services Agencies

Welch & Forbes LLCProfile set up by Edverise AI
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Welch & Forbes is a comprehensive private wealth management firm with a legacy spanning over 180 years, dedicated to assisting clients in navigating the various aspects of wealth accumulation. Our clientele includes individuals at all wealth stages, such as startup founders, corporate executives, an…
Highlights
50-249
Employees
Boston, Massachusetts, United States
Location
Services Provided
49% Wealth Management
25% Financial Planning
15% Trustee Services
11% Tax Preparation Services
AI Summary
“No AI summary available for this company yet.”
Riverview BankProfile set up by Edverise AI
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Riverview Bank is a community bank with assets totaling $1.2 billion, based in Harrisburg, Pennsylvania. It operates multiple divisions, including CBT Bank, Citizens Neighborhood Bank, CBT Financial and Trust Management, and Riverview Wealth Management. The bank is dedicated to delivering exceptiona…
Highlights
250-999
Employees
Harrisburg, Pennsylvania, United States
Location
Services Provided
59% Financial Advisory & Consulting
25% Wealth Management
16% Trustee Services
AI Summary
“No AI summary available for this company yet.”
U
UnivestProfile set up by Edverise AI
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Univest Financial Corporation is a crucial and expanding organization with strong connections to its local communities. Our extensive history is complemented by our commitment to staying close to our customers, allowing us to provide outstanding service and tailor-made financial solutions. The finan…
Highlights
250-999
Employees
Souderton, Pennsylvania, United States
Location
Services Provided+1 Services
30% Banking Services
20% Insurance Services
15% Financial Advisory & Consulting
15% Trustee Services
AI Summary
“No AI summary available for this company yet.”

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