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Spinnaker Trust

Spinnaker Trust

Portland, Mainespinnakertrust.com

Overview

Spinnaker Trust is a trust and wealth management company based in Portland, Maine, providing complete wealth management services for families. They offer financial planning, trustee services, and tax and estate planning, helping clients plan for generations of financial security . The firm offers multiple strategies ranging from diversified portfolios built with low-cost Exchange Traded Funds (ETFs) as well as individual stock selection, fixed income and alternative assets .

Year Founded

2001

Portfolio Companies

1

Investments

CompanyDateStageLead
ezCaterSep 2011Series A-
ezCater-Series ACo-investor

Sector & Stage Mix

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SeedSeries ASeries BGrowth

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Investment Activity

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2021
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2026

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Firmographic Details

HeadquartersPortland, Maine
Year Founded2001

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