Legacy Private Trust Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Legacy Private Trust

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Legacy Private Trust Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	523991 Trust, Fiduciary & Custody Activities
Address	Two Neenah Center, Fifth Floor P.o. Box 649 Neenah, WI 54957

Note: Revenues for privately held companies are statistical evaluations.


Legacy Private Trust's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Legacy Private Trust's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Legacy Private Trust is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Legacy Private Trust Annual Revenue and Growth Rate

Legacy Private Trust	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Legacy Private Trust's revenues are gauged from an analysis of company filings.

Legacy Private Trust's Income Statement (based on Industry Averages)

Legacy Private Trust P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Legacy Private Trust is developing and marketing. Legacy Private Trust doesn't have any recent trademark applications, indicating Legacy Private Trust is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
LEGACY TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES; INVESTMENT MANAGEMENT AND ADVISORY SERVICES; ESTATE, FINANCIAL, AND TAX PLANNING SERVICES; ESTATE SETTLEMENT SERVICES AS PERSONAL REPRESENTATIVE OR AGENT; AND REPRESENTATIVE AND FIDUCIARY SERVICES AS A TRUSTEE	05/12/2008
LEGACY PRIVATE TRUST COMPANY Trust services, namely investment and trust company services; investment management and advisory services; estate, financial, and tax planning services; and representative and fiduciary services as a trustee	07/15/2004

See all trademarks and details in the Full Report.

Market Share of Legacy Private Trust's Largest Competitors

A competitive analysis shows these companies are in the same general field as Legacy Private Trust, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Legacy Private Trust. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
LEGACY PRIVATE TRUST	Neenah, WI	100
FIDUCIARY PARTNERS TRUST	Appleton, WI	93
GATEWAY PARTNERS HOLDINGS	Appleton, WI	70
NORTH STAR ASSET MANAGEMENT	Neenah, WI	47
PROVIDENT FINANCIAL CONSULTANTS	Oshkosh, WI	43
ADVISORS' PRIDE INC. DBA PROVISIONS WEALTH PLANNERS	Appleton, WI	38

Future Competition: Legacy Private Trust's Fastest Growing Competitors

These companies are in the same general field as Legacy Private Trust and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)