Greenleaf Trust

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Headquarters

211 S. Rose St
Kalamazoo, MI
49007

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Company Overview

Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement plan administration, and family office advisory services. With nearly $20 billion in assets under advisement, we are among the nation’s largest independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are also among the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of fiduciary excellence, while harnessing the most robust technologies, sophisticated investment platforms and comprehensive reporting tools. In 2024, we celebrated twenty-six consecutive years of mid-double-digit growth while maintaining an outstandingly high level of client and team member retention.

Recent Awards

  • The Nation's Best and Brightest in Wellness 2025

  • Metro Detroit’s 2025 Best and Brightest Companies To Work For®

  • West Michigan’s 2025 Best and Brightest Companies To Work For®

  • 2025 Best and Brightest Companies to Work For in the Nation®

  • 2025 Michigan's Best and Brightest in Wellness

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