The Pennsylvania Trust - Ownership and Business Overview

Financial ServicesCompany

The Pennsylvania Trust Ownership

Who owns The Pennsylvania Trust?

The Pennsylvania Trust is owned by Franklin Resources. It was acquired on January 22, 2020.

The Pennsylvania Trust Business Overview

Where is The Pennsylvania Trust headquartered?

The Pennsylvania Trust is headquartered in Radnor, Pennsylvania.

What sector is The Pennsylvania Trust in?

The Pennsylvania Trust is a financial services company.

When was The Pennsylvania Trust founded?

The Pennsylvania Trust was founded in 1986.

Financial Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2020. The largest financial services acquisition in 2020 was E*TRADE Financial - which was acquired by Morgan Stanley for $13.0B.

Join Mergr to view all 176 acquisitions of financial services companies in 2020, including 20 acquisitions by private equity firms, and 156 by strategics.

Acquired by Franklin Resources, Inc. (Company) on 2020-01-22

The Pennsylvania Trust Co.

Five Radnor Corporate Center Suite 450 100 Matsonford Road,
Radnor, Pennsylvania 19087
United States,
(610) 975.4300
www.penntrust.com

The Pennsylvania Trust Co. is an award-winning, independent and employee-owned wealth management firm in the Philadelphia region with over $4.7 billion in assets under management and administration. For over 30 years, the firm has focused on providing compassionate and caring client service. Recognized for its outstanding service as a fiduciary, Pennsylvania Trust provides investment, financial planning, tax, trust, estate, and philanthropic solutions to help individuals, families, nonprofits and other organizations preserve and grow their wealth.

Company Summary

SECTOR

Financial Services

Established

1986

Investor History
2020-01-22
Add-on Acquisition

Franklin Templeton

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