Capital First Trust Company

Capital First Trust Company

Financial-Services

Milwaukee, Wisconsin
United States
Company Tagline

It's a Matter of Trust

Industry Category
Financial-Services
Company Description

Capital First Trust Company is a leading financial services provider committed to delivering exceptional trust administration and wealth management solutions. Located at 700 W Virginia St, Milwaukee, Wisconsin 53204, US, Capital First Trust also operates from 701 N Phillips Ave, 140, Sioux Falls, South Dakota 57104, US, and 2263 Waters Dr, Mendota Heights, Minnesota 55120, US. Capital First Trust Company provides comprehensive administration for various trusts, including Settlement Trusts and Advisor Friendly Trusts.

Capital First Trust Company distinguishes itself by assigning a dedicated Trust Officer to each beneficiary, fostering strong relationships and personalized service. This approach ensures that every client receives tailored support and expert guidance in managing their trust. With a long-standing history of excellence, Capital First Trust Company continues to be a trusted partner for individuals and families seeking reliable and professional trust services.

Through its commitment to superior customer service and comprehensive trust solutions, Capital First Trust Company remains dedicated to helping clients achieve their financial goals and secure their futures. The information presented here will be completed soon with the support of the company’s management. We invite the manager of Capital First Trust Company to create a customized and exclusive company showcase and product listing on our platform.

Capital First Trust Company est un fournisseur de services financiers de premier plan, engagé à offrir une administration de fiducie et des solutions de gestion de patrimoine exceptionnelles. Située au 700 W Virginia St, Milwaukee, Wisconsin 53204, États-Unis, Capital First Trust opère également depuis le 701 N Phillips Ave, 140, Sioux Falls, South Dakota 57104, États-Unis, et le 2263 Waters Dr, Mendota Heights, Minnesota 55120, États-Unis. Capital First Trust Company assure une administration complète pour diverses fiducies, notamment les fiducies de règlement et les fiducies favorables aux conseillers.

Capital First Trust Company se distingue en affectant un agent de fiducie dédié à chaque bénéficiaire, favorisant ainsi des relations solides et un service personnalisé. Cette approche garantit que chaque client reçoit un soutien sur mesure et des conseils d'experts dans la gestion de sa fiducie. Forte d'une longue tradition d'excellence, Capital First Trust Company reste un partenaire de confiance pour les particuliers et les familles à la recherche de services de fiducie fiables et professionnels.

Grâce à son engagement envers un service client supérieur et des solutions de fiducie complètes, Capital First Trust Company reste déterminée à aider ses clients à atteindre leurs objectifs financiers et à assurer leur avenir. Les informations présentées ici seront bientôt complétées avec le soutien de la direction de l'entreprise. Nous invitons le responsable de Capital First Trust Company à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.

Key Personnel / Employees
James Creel Adam Stern Erica L. Emily Ockenga PHR

Compare Companies Side by Side

Compare Capital First Trust Company with 3 companies in Financial-Services

4 Companies
Comparison Field
Capital First Trust Company
Capital First Trust Compa...
Main Company
CE
CELTIS Cariló
View Profile
Cory Executive Recruiting
Cory Executive Recru...
View Profile
HUB24 Limited
HUB24 Limited
View Profile
Founded Year
2012 2018
Company Size
11-50 2-10 501-1,000
City
Milwaukee, Wisconsin Buenos Aires, CABA Sydney, NSW
Country
United States Argentina Australia
Skills & Keywords Comparing with main company
13 Total Skills
Trust Administration Wealth Management Financial Services Estate Planning Trustee Services Investment Management Fiduciary Services Corporate Trustee Administration Investments Wealth Mangement Services Trust Administration Services Advisor Directed Trust Administration
4 Total 4 Unique
Unique Skills:
Hotel Real Estate Services Tourism
15 Total 15 Unique
Unique Skills:
Accounting Asset Management Capital Markets Construction Development Executive Recruiting +9
16 Total 16 Unique
Unique Skills:
Account-based pensions Client portal technology Direct market trading ETFS Fintech Group & retail insurance +10
4
Total Companies
2012
Oldest Founded
3
Countries
47
Unique Skills

Similar Companies

Other organizations in the same industry

Goldman Sachs Ayco
Financial-Services
Cohoes, New York
Blue Owl Capital
Financial-Services
New York, NY
United States
Contact Financial Holding
Financial-Services

Contact Financial Holding is the largest non-banking financial services provider in Egypt.

Walleye Capital
Financial-Services

Multi-Strategy Hedge Fund

New York, NY
United States

Alternative Company Names

This company is also known as

Capital First Trust Company 第一资本信托公司 कैपिटल फर्स्ट ट्रस्ट कंपनी شركة كابيتال فيرست ترست Капитал Фест Траст Компани