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

Client Services

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

Sales Management

The Management team at Equity Trust Company oversees various facets of the organization, including employee relations, payroll, qualified plans, client experience, business solutions, internal audit, operations, marketing engagement, IT services, project management, and software development. This team ensures the efficient operation of the company, enhancing both employee and client satisfaction while driving strategic initiatives and maintaining compliance with financial regulations.

Management

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

Client Success Management

The Leadership Team at Equity Trust is responsible for setting the strategic direction of the company, overseeing operations, and ensuring compliance with financial regulations. Comprising executives from key areas such as legal, business development, finance, and product strategy, the team collaborates to drive innovation, enhance client services, and expand the company's offerings in alternative investments. Their collective expertise focuses on fostering growth, navigating market challenges, and aligning the company's vision with its operational objectives.

Leadership Team

The Business Development and Marketing Team at Equity Trust Company drives growth by identifying new market opportunities, forming strategic partnerships, and enhancing brand visibility. They focus on creating and implementing marketing strategies, recruiting top talent, and expanding enterprise solutions to diversify investment portfolios through alternative asset classes.

People (8)

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Other teams

Sales Management

Management

Client Success Management

Leadership Team

Business Development and Marketing Team