Enterprise Trust & Investment - Ownership and Business Overview

Financial ServicesCompany

Enterprise Trust & Investment Ownership

Who owns Enterprise Trust & Investment?

Enterprise Trust & Investment is owned by Lido Advisors. It was acquired on June 14, 2022.

Enterprise Trust & Investment Business Overview

Where is Enterprise Trust & Investment headquartered?

Enterprise Trust & Investment is headquartered in Los Gatos, California.

What sector is Enterprise Trust & Investment in?

Enterprise Trust & Investment is a financial services company.

When was Enterprise Trust & Investment founded?

Enterprise Trust & Investment was founded in 1995.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

Enterprise Trust & Investment

Enterprise Trust & Investment Co.

15425 Los Gatos Blvd. Suite 150,
Los Gatos, California 95032
United States,
(408) 358-5811
www.enterprise-trust.com

Enterprise Trust & Investment is a California-chartered trust company with approximately $800 million in assets under management. The firm was founded with the vision of serving as a local independent trust company that would deliver quality investment management and fiduciary services to high-net-worth individuals and their families. Currently, ETIC continues to provide individualized attention, at the highest professional service levels, with a non-product and non-commission orientation. Enterprise Trust & Investment was formed in 1995 and is based in Los Gatos, California.


Company Summary

SECTOR

Financial Services

Established

1995

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