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ActiTrust

actitrust.com
ActiTrust is a financial advisory firm based in Plantation, Florida, founded in 2016 with 1-10 employees, that helps clients build, grow, and protect personal wealth through tailored financial strategies built on long-term partnerships based on trust, honesty, and integrity.
AJ
20161-10 emp
Plantation, Florida
Investment Management
NAICS 5231
TECH STACK
CloudflareGoogle Analytics
ActiTrust Wealth Management campaignconsultative3000 target
Companies like ActiTrust Wealth Management — Investment Management, 1-10
“Primarily serves individual consumers seeking personal wealth management rather than business buyers.”
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Companies 45
Decision-makers 36
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Companies like ActiTrust — competitors and alternatives

CompanyWhat they doLocationSizeHiring
ActiTrustactitrust.com
ActiTrust is a financial advisory firm based in Plantation, Florida, founded in 2016 with 1-10 employees, that helps clients buildPlantation, Florida1-10
Edelman Financial Enginesedelmanfinancialengines.com
BKRRVK
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm that has served more than 1.24 Santa Clara, California1001-5000
Fisher Investmentsfisherinvestments.com
JSSTDP
Fisher Investments is an independent, fee-only investment adviser founded in 1979 by Ken Fisher, operating three principal businesPlano, Texas5000+
Creative Planningcreativeplanning.com
CBTHYW
Creative Planning is an independent wealth advisory firm managing and advising on $710 billion in combined assets across clients iOverland Park, Kansas1001-5000
Mariner Wealth Advisorsmarinerwealthadvisors.com
Mariner Wealth Advisors is a registered investment adviser firm founded in 2006 that provides wealth management services to indiviOverland Park, Kansas1001-5000
Facet is a flat-fee, SEC-registered financial advisory firm that pairs members with CFP® professionals to create personalized finaWest Palm Beach, Florida201-1000
Northwestern Mutualnorthwesternmutual.com
BCCMEA
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
Raymond Jamesraymondjames.com
MRDDHD
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
NHLDCC
Stifel, Nicolaus & Company, Incorporated is a full-service financial services firm established in 1890, providing brokerage, tradiSt. Louis, Missouri5000+
Morgan Stanleymorganstanley.com
JFNAKA
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
RHBCPH
Jpmorganjpmorgan.com
KGCPEB
J.P. Morgan is a global financial services firm operating in more than 100 countries, offering commercial banking, global corporatSan Francisco, California1-10
Wells Fargo Advisorswellsfargoadvisors.com
VKTNCL
Wells Fargo Advisors is a registered investment advisor and financial services firm headquartered in St. Louis, Missouri, with finSt. Louis, Missouri5000+
JPMorganChasejpmorganchase.com
STOACB
JPMorganChase is a global financial institution with roots tracing to 1799, serving millions of customers and prominent corporate,New York, New York5000+
Goldman Sachsgoldmansachs.com
SMJDNC
Goldman Sachs is a 157-year-old global financial institution operating at the center of capital markets, delivering execution acroNew York, New York5000+
Clearbitclearbit.com
Clearbit is a B2B data provider that enriches leads, contacts, and accounts by gathering public data from the web, proprietary datSan Francisco, California11-50
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
Vanguardvanguard.com
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Baird is a privately held financial services firm founded in 1919 that offers wealth management, asset management, global investmeMilwaukee, Wisconsin5000+
MassMutualmassmutual.com
MassMutual is a life insurance company founded in 1851 in Springfield, Massachusetts, operating under the Living Mutual principle Springfield, Massachusetts5000+
Edward Jonesedwardjones.com
Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Piper Sandlerpipersandler.com
Piper Sandler Companies (NYSE: PIPR) is a leading investment bank founded in 1895, headquartered in Minneapolis with more than 60 Minneapolis, Minnesota1001-5000
Bank of Americabankofamerica.com
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses, anCharlotte, North Carolina5000+
ZoomInfozoominfo.com
ZoomInfo (NASDAQ: GTM) is a go-to-market platform that helps businesses find, acquire, and grow their customers through accurate, Vancouver, Washington1001-5000
New York Lifenewyorklife.com
New York Life is a mutual life insurance company and group benefits provider that partners with employers to deliver tailored disaNew York, New York1-10
Leadfeederleadfeeder.com
Leadfeeder (formerly Dealfront) is a B2B lead generation platform that connects website visitors to company and contact data, help
Janney Montgomery Scott LLCjanney.com
Janney Montgomery Scott LLC is a full-service wealth management firm with 14 offices in 21 states, managing $171.1 billion in cliePhiladelphia, Pennsylvania1001-5000
Citigroupcitigroup.com
Citi is a global investment bank and financial services firm headquartered in the United States, operating across more than 180 co
Prudential Financialprudential.com
Prudential Financial (NYSE:PRU) is a global financial services institution founded in 1875 that offers individual and institutionaNewark, New Jersey5000+
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
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ActiTrust is a financial advisory firm based in Plantation, Florida, founded in 2016 with 1-10 employees, that helps clients build, grow, and protect personal wealth through tailor
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Frequently asked questions about ActiTrust

What does ActiTrust do?

ActiTrust is a financial advisory firm based in Plantation, Florida, founded in 2016 with 1-10 employees, that helps clients build, grow, and protect personal wealth through tailored financial strategies built on long-term partnerships based on trust, honesty, and integrity.

Who are ActiTrust's competitors?

Companies like ActiTrust include Edelman Financial Engines, Fisher Investments, Creative Planning, Mariner Wealth Advisors, Facet. See the full list of 24 competitors and alternatives above.

How many employees does ActiTrust have?

ActiTrust has approximately 1-10 employees and is in the Investment Management industry.

Where is ActiTrust headquartered?

ActiTrust is headquartered in Plantation, Florida.

What industry is ActiTrust in?

ActiTrust operates in the Investment Management industry.

Who are the decision-makers at ActiTrust?

Key decision-makers and buying contacts at ActiTrust are listed above, including leaders across executive, finance, sales and operations.