Webinar: How to Get Great Place To Work-Certified™
Greenleaf Trust

Greenleaf Trust

Updated August 2021.


Employees say this is a great place to work

Company Overview

About The Company

Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement plan administration, and family office advisory services. With $16 billion in assets under advisement, we are among the nation’s largest independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are also among the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of fiduciary excellence, while harnessing the most robust technologies, sophisticated investment platforms and comprehensive reporting tools.


153 U.S.-based Employees


Financial Services & Insurance

Employee Demographics


Company Culture at Greenleaf Trust

The employee experience below at Greenleaf Trust, compared to a typical company.

Learn More

91% of employees at Greenleaf Trust say it is a great place to work compared to 57% of employees at a typical U.S.-based company.

  • Greenleaf Trust
  • 91%
  • Typical Company
  • 57%
I believe management would lay people off only as a last resort.
Our customers would rate the service we deliver as "excellent."
When you join the company, you are made to feel welcome.
I'm proud to tell others I work here.
I am given the resources and equipment to do my job.

Why Work at Greenleaf Trust?

See what employees say about what makes Greenleaf Trust a great workplace. These words are drawn from employee comments on the Trust Index™ survey.

Don't See Your Company Listed?

Nominate your company today to join Certification Nation