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Who We Are
About Trust
Trust Heritagebk
Trust Heritagebk is a leading, independent Digital Assets Investment platform providing bespoke financial solutions that deliver real value to both individual and institutional clients. We are licensed and regulated by the Securities & Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) to offer Investment Banking, Asset Management, and Securities Trading services to our discerning clientele.
We also act as an asset owner on behalf of Prudential With-Profits policyholders, as well as our pensions and annuity customers. In this role, we make strategic decisions on asset allocation, portfolio construction, and the selection of asset managers entrusted with executing our investment goals. We also define the financial outcomes and sustainability standards required from every asset manager operating on our behalf.
Our sustainability philosophy is viewed from three angles:
1. As an asset owner
2. As an asset manager
3. As an independent company
While our responsibilities differ in each area, our approach is unified by a shared set of principles and long-term ambitions that guide every decision we take.
Investment Criteria
Trust Heritagebk focuses on companies that meet the following criteria:
Led by management teams with an established track record
Operate within economically attractive, fragmented, or niche industries
Demonstrate sustainable competitive advantage and resilience during economic cycles
Possess strong market positions, healthy cash flows, and high return on investment
Exhibit significant organic or acquisition-driven growth potential
Transaction Expertise
Trust Heritagebk has deep experience executing:
Management buyouts of public and privately held companies
Recapitalizations to provide liquidity or financing for existing investors
Strategic acquisitions supporting consolidation within fragmented but promising industries
Select equity financings for high-growth companies
Equity investments in early and mid-growth companies aligned with our strategic focus
Through disciplined analysis, strategic guidance, and long-term vision, Trust Heritagebk continues to strengthen its position as a trusted partner in the digital-asset and traditional investment landscape.
Why Choose Trust?
We provide our credit union members with all things banking, plus the educational resources and guidance to build and maintain financial security. Here's why you should join us.
Annual Reports
Read through Trust’s annual reports, which summarize the company’s successes, growth, and corporate milestones each year.
Contact Us
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What makes us different?
We’ve built a different kind of high street bank. A bank with stores that are open when it suits you, where you can walk in without an appointment and leave with a working account, debit card and all. A bank that tells you exactly what you’re getting, in language that actually makes sense. A bank that puts you first.
