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. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

How this list is built

We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

3 Companies

List of the Best Trustee Services Agencies

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, Us
Services Provided
59% Financial Advisory & Consulting
25% Wealth Management
16% Trustee Services
AI Summary
“Riverview Bank, with $1.2 billion assets, serves multiple Pennsylvania counties offering personalized banking, wealth management, trust services, and investment advisory through various divisions.”
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, Us
Services Provided
49% Wealth Management
25% Financial Planning
15% Trustee Services
11% Tax Preparation Services
AI Summary
“Welch & Forbes LLC is a trusted private wealth management firm with over 180 years of experience, providing personalized investment, trust, tax, estate, and philanthropic services tailored to clients' unique financial goals.”
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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, Us
Services Provided+1 Services
30% Banking Services
20% Insurance Services
15% Financial Advisory & Consulting
15% Trustee Services
AI Summary
“Univest Financial Corporation offers comprehensive banking, insurance, wealth management, and financial solutions across PA and NJ, serving individuals, businesses, and organizations through extensive community-focused services.”

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