Spinnaker Trust: Personalized wealth management for asset growth, protection, and legacy planning.
Location
Portland, ME, US
Founded
2000
Spinnaker Trust is a wealth management firm focused on helping clients build and protect their wealth while preserving peace of mind. The firm provides personalized and objective advice to guide clients toward their investment goals, managing and conserving assets to ensure a lasting legacy for future generations. Spinnaker Trust typically participates in seed-stage investment rounds.
Notable portfolio companies include ezCater, which has raised $630,000. The firm is led by seasoned professionals with extensive knowledge in asset growth, protection, and legacy planning. Spinnaker Trust emphasizes a personalized approach to wealth management, ensuring that each client's unique needs and goals are met through tailored strategies and expert guidance.
Spinnaker Trust - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Seed1 (100.0%)
Stage Mix
Seed 100%
Concentration shown as share of disclosed investments by stage.
