Company profile

Diversified Trust

Enriching Lives, Realizing Visions

Industry
Financial Services
Employees
155
Headquarters
Memphis, TN
Founded
1994
LinkedIn followers
3,474
Office locations
5

Diversified Trust company summary

Diversified Trust is a company in the Financial Services industry, headquartered in Memphis, TN, founded in 1994. On LinkedIn the company has around 155 employees and 3,474 followers. Warmrank detected 25 technologies across 20 categories on diversifiedtrust.com, including Anthropic, ClickDimensions, Contact Form 7. The company lists 5 office locations. Its listed specialties include Investment Management, Trusts and Estates, Financial Advisory and Family Office Services, Institutional Advisory Services, OCIO Services.

What technology does Diversified Trust use?

Warmrank detected 25 technologies on diversifiedtrust.com, last checked July 2026. Click any tool to see other companies that use it.

JavaScript libraries

Miscellaneous

Accessibility

Artificial Intelligence

Databases

Font scripts

Marketing automation

Performance

Programming languages

SSL/TLS certificate authorities

Tag managers

Web servers

Show 1 more technologies

WordPress plugins

About Diversified Trust

Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager. We partner with clients who value thoughtful guidance, deep expertise, and a personalized approach. Our role is to bring clarity to complexity and help clients make decisions that meaningfully shape generations. For 4 decades, we’ve served as a leading independent trust company in the South, overseeing $14B+ in assets from our offices in Atlanta, Charleston, Greensboro, Memphis, and Nashville. As an employee owned, multigenerational firm, we reflect the families and institutions we serve, bringing continuity, perspective, and a long term mindset to every relationship and a culture where people can grow, contribute, and build meaningful careers. WHAT WE DO: Across every relationship, we bring family office caliber expertise across investment, fiduciary, tax, estate, and planning disciplines expertise to help clients make confident decisions. Our work spans the full landscape of wealth stewardship, including: • Wealth Strategies Financial planning, tax strategy, estate planning, philanthropy, business & entity planning, risk management, multigenerational planning • Investments Public & private markets, manager due diligence, portfolio construction, research & oversight • Trust & Estate Administration Trust management, estate settlement, fiduciary oversight, generational transitions • Institutional Advisory (OCIO) Investment strategy, governance support, oversight & reporting, fiduciary partnership FOR THOSE CONSIDERING JOINING US: Successful, enduring companies are about a talented team and a strong culture. We are fortunate to have both. We invest in our team so they feel supported and engaged. If you value meaningful relationships, multigenerational impact, and doing work that matters, you'll find a home here.

Specialties

Investment ManagementTrusts and EstatesFinancial Advisory and Family Office ServicesInstitutional Advisory ServicesOCIO ServicesConsultingPrivate Equity Fund of FundsTrust ServicesFinancial PlanningSuccession PlanningWealth TransferFamily Dynamics

Where is Diversified Trust located?

Diversified Trust lists 5 office locations.

Memphis, TN, USHQ
Crescent Center
Atlanta, Georgia, US
4401 Northside Pkwy NW
Charleston, South Carolina, US
205 King St
Greensboro, North Carolina, US
701 Green Valley Road
Nashville, TN, US
One America Center

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Frequently asked questions about Diversified Trust

What does Diversified Trust do?

Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager. We partner with clients who value thoughtful guidance, deep expertise, and a personalized approach. Our role is to bring clarity to complexity and help clients make decisions that meaningfully shape generations. For 4 decades, we’ve served as a leading independent trust company in the South, overseeing $14B+ in assets from our offices in Atlanta, Charleston, Greensboro, Memphis, and Nashville. As an employee owned, multigenerational firm, we reflect the families and institutions we serve, bringing continuity, perspective, and a long term mindset to every relationship and a culture where people can grow, contribute, and build meaningful careers. WHAT WE DO: Across every relationship, we bring family office caliber expertise across investment, fiduciary, tax, estate, and planning disciplines expertise to help clients make confident decisions. Our work spans the full landscape of wealth stewardship, including: • Wealth Strategies Financial planning, tax strategy, estate planning, philanthropy, business & entity planning, risk management, multigenerational planning • Investments Public & private markets, manager due diligence, portfolio construction, research & oversight • Trust & Estate Administration Trust management, estate settlement, fiduciary oversight, generational transitions • Institutional Advisory (OCIO) Investment strategy, governance support, oversight & reporting, fiduciary partnership FOR THOSE CONSIDERING JOINING US: Successful, enduring companies are about a talented team and a strong culture. We are fortunate to have both. We invest in our team so they feel supported and engaged. If you value meaningful relationships, multigenerational impact, and doing work that matters, you'll find a home here.

What technology does Diversified Trust use?

Warmrank detected 25 technologies on diversifiedtrust.com, including Anthropic, ClickDimensions, Contact Form 7, Detectify, Google Analytics, Google Font API, Google Hosted Libraries, Google Tag Manager.

How many employees does Diversified Trust have?

Diversified Trust has around 155 employees on LinkedIn.

Where is Diversified Trust headquartered?

Diversified Trust is headquartered in Memphis, TN.

Where does Diversified Trust have offices?

Diversified Trust lists 5 office locations, including Memphis, TN, US; Atlanta, Georgia, US; Charleston, South Carolina, US; Greensboro, North Carolina, US; Nashville, TN, US.

When was Diversified Trust founded?

Diversified Trust was founded in 1994.

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