First Western Financial

First Western Financial

United States
First Western Trust combines the resources of a large institution with the close, personal attention of a private bank. Their entrepreneurial spirit gives us an innovative edge and the ability to truly connect with our clients. Whether a client is looking for wealth planning, investment management or charitable giving strategies, we understand that every financial decision made connects to and affects others. This connected view allows us to bring clarity to the complex financial worlds of our clients. They are local in our decision-making and value personal relationships over transactions.Their sophistication and tailored, friendly service make us a perfect match for the western entrepreneur.
Founded date
01/01/2002
# of employees
251-500
Company type
For Profit

General & financials

Estimated revenue
$10M to $50M
# of funders
2
Founders
Julie Courkamp, Scott Wylie
Industry group
Financial Services, Lending and Investments

Founding

Top 5 investors
# of funding runds
5
Last founding
$20.000.000
Total funded
$46.978.935

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