Our History

The StateTrust Group's successful history is framed within its gradual development as a global financial service provider.

It was founded in the United States as an investment and wealth management firm. It operates through two companies: StateTrust Investments (a Broker-Dealer firm) and StateTrust Capital (a registered Investment Advisory firm). In response to our clients' needs, it grew into a group of companies aimed at providing comprehensive services for the wealth-related needs of individuals, families, and organizations.

From our inception, we have established a worldwide presence, functioning on a global scale by utilizing an extensive network of affiliates and representatives around the world who are positioned to provide local and immediate service to our clientele.

Headquartered in Boca Raton, Florida, United States; our Group has remained focused on both sides of our clients' balance sheet; placing emphasis on financial advice to preserve, enhance and transfer wealth to future generations. Our core products and services include:


StateTrust, established in the United States of America as an investment and wealth management firm, operates through StateTrust Investments (Broker-Dealer) and StateTrust Capital (Registered Investment Advisor), with a core competency in asset management in its broadest sense:

  • Brokerage Services
  • Fee based Money Management
  • Advisory
  • Cash Management Solutions

Global Presence

  • America
  • Europe
  • Asia

Links of interest: