Common Trust
17 employees on LinkedIn · 3 known investors
Find your way into Common Trust
37 people in our graph share verified history with the Common Trust team — schools, employers, funds. One of them is your warm intro.
Mike Fitzgeraldunlockedknows Zoe Schlag · together at Common Trust (overlapped)
×2knows the team · via MDaaS Global
×9knows the team · via School for International Training
Common Trust facilitates employee ownership transitions for small and mid-sized businesses, positioning itself as a leader in alternative exit planning and execution. The company helps business owners transition company value to employee ownership, serving SMB entrepreneurs seeking succession alternatives.
Founders & leadership
ZS
Zoe SchlaginFounder & CEOFounder and CEO of Common Trust, which helps small and mid-sized businesses transition to employee ownership.
Investors · 3
Also in the syndicate · 1
Schmidt Futures
Funding
SEC filings, press & company announcements- Undisclosed amountseed fundingSep 2023
Crossbeam Venture Partners (lead), Schmidt Futures
Source ↗
Source: company announcements and press reports — follow each round's link for the claim.
Competitors · 4
by search overlap
SmartAsset31 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta23 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Trust & Will21 shared keywordsTrust & Will is an online estate planning platform that guides customers through creating legally customized wills, trusts, and related documents. The service targets individuals and families seeking an affordable, accessible alternative to traditional legal services for estate planning.
LegalZoom.com, Inc.18 shared keywordsThis is an educational article on the LegalZoom website explaining what a limited liability company (LLC) is, including its types, tax treatment, formation process, and legal considerations. LegalZoom provides online legal services to help small and mid-size businesses register and manage LLCs and other business structures.
Companies competing with Common Trust for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Common Trust do?
- Common Trust facilitates employee ownership transitions for small and mid-sized businesses, positioning itself as a leader in alternative exit planning and execution. The company helps business owners transition company value to employee ownership, serving SMB entrepreneurs seeking succession alternatives.
- Who founded Common Trust?
- Common Trust was founded by Zoe Schlag.
- Who are Common Trust's investors?
- Common Trust's investors include High Alpha, Crossbeam Venture Partners.