Equity Trust Company is a financial services company that enables individual investors, financial professionals and institutions to diversify investment portfolios through alternative asset classes, including real estate, tax liens, private equity and precious metals.

Finance

Equity Trust

Equity Trust's headquarters in Westlake, OH, United States

This department facilitates the initial onboarding process for clients to ensure a smooth transition and integration into services.

Client Onboarding

This department focuses on driving revenue through the management and development of account executives.

Sales Management

This department focuses on ensuring client satisfaction and fostering strong relationships to drive retention and growth.

Client Success Management

This department focuses on managing and enhancing client relationships and providing support for client inquiries.

Client Services

This department handles the processing and management of investment transactions and institutional investment activities.

Investment Operations

This department oversees operational processes and ensures regulatory compliance within the organization.

People (7)

Jobs (0)

Other teams

Sales Management

Client Success Management

Client Services

Investment Operations

Operations and Compliance