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.

Trust Company Filters

A closer look at trust company filters.

Narrow down to your target audience with filters such as Cert #, Title Category, Total Assets by Category, Fiduciary Power Exercised, geographic location and more. Discovery Data allows you to include or exclude any of our filters to create your ideal market, including custom list uploads, and provides detailed profiles of up to 50 data fields to help you target your efforts further. Once you have built your target audience, you can save, export and use our Trip Planner.

Trust Company Filters

Weekly updates and powerful tools.

An annual subscription to the data includes access to our state-of-the-art online system, weekly updates and powerful tools allowing you to quickly set your target market and grow your business. Our team has a deep understanding of the industry, highlighted by real life experience at client companies by our senior executives,
to help guide your firm to success.

Search Results


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.

Mailing and Email Address Validation

Through our data process to continuously validate, update, correct, standardize and format mailing addresses we have met the rigorous United States Postal Service® requirements, earning their CASS™ Certification. All email addresses have the same process through one of the industry‚Äôs most reputable email hygiene vendors, meet a long list of requirements before they are made available to clients and continue to do so to remain accessible in the database. Conduct direct mail and email campaigns with confidence and benefit from a high delivery rate and new addresses added weekly.


A Trust Company subscription includes unlimited access to the data, along with a dedicated consultant and account manager to assist your firm both strategically and hands on to help you utilize the database to its fullest potential. Sign-up for a variety of training webinars, review monthly tips and updates, and access market insight to educate and encourage best practices when targeting the financial services industry.
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