Connect with 2,300
trust companies and
over 9,000 key staff.
Search and analyze trust companies, officers and other key professionals using detailed filters including assets, accounts, types of trust vehicles, company, branch and professional contact information, and affiliations.
Access details such as main office addresses and phone numbers, AUM in most cases, extensive asset breakdowns, personal trust and retirement plan accounts, BD affiliations, executives, trust officers and portfolio managers, title categories and emails.
Profile & Analyze
Utilize up to 50 data fields including individual and firm level detail, as well as search and analyze trust companies using demographic and asset filters.
Identify key trust companies for distribution, limit sales calls to only companies and staff that meet your criteria, send direct mail and email to only your market, realign or create territories for your team, perform share of wallet and client analyses, and understand your market share relative to the industry.
industry searches made
days of support
of satisfied customers
12 Christopher Way, Suite 202 | Eatontown, NJ 07724 | email@example.com | www.discoveryco.com