Insights

High-Quality Personal Service Allen Trust Company emphasizes providing tailored, high-quality, personalized financial services. This focus indicates a potential need for advanced client relationship management and customized digital solutions to enhance client engagement.

Niche Market Focus Specializing in trusts, charitable organizations, and select individuals suggests opportunities to offer specialized estate planning tools, compliance solutions, and personalized financial products tailored to their niche clientele.

Regional Presence With offices in Oregon, Washington, and Alaska, the company is regionally focused. Geographic expansion tools and localized marketing solutions could support their growth and offer more comprehensive regional services.

Competitive Landscape Compared to larger peers with higher revenues and employee counts, Allen Trust can leverage its independent status and personalized approach to differentiate through boutique financial technologies and exclusive service offerings.

Financial Stability With revenues between 10 to 25 million dollars, the company shows solid financial health, providing opportunities for scalable technological investments and strategic partnerships that can further strengthen their market position.

Allen Trust Company Tech Stack

Allen Trust Company uses 8 technology products and services including Open Graph, Squarespace, Squarespace Commerce, and more. Explore Allen Trust Company's tech stack below.

  • Open Graph
    Content Management System
  • Squarespace
    Content Management System
  • Squarespace Commerce
    E-commerce
  • JSON-LD
    Javascript Frameworks
  • Modernizr
    Javascript Libraries
  • Choices
    Javascript Libraries
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology

Media & News

Allen Trust Company's Email Address Formats

Allen Trust Company uses at least 1 format(s):
Allen Trust Company Email FormatsExamplePercentage
First@allentrust.comJohn@allentrust.com
85%
Last@allentrust.comDoe@allentrust.com
11%
FLast@allentrust.comJDoe@allentrust.com
4%

Frequently Asked Questions

Where is Allen Trust Company's headquarters located?

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Allen Trust Company's main headquarters is located at 5000 Meadows Road Suite 300 Lake Oswego, Oregon 97035 United States. The company has employees across 1 continents, including North America.

What is Allen Trust Company's phone number?

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You can contact Allen Trust Company's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Allen Trust Company's official website and social media links?

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Allen Trust Company's official website is allentrust.com and has social profiles on LinkedIn.

How much revenue does Allen Trust Company generate?

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As of April 2026, Allen Trust Company's annual revenue is estimated to be $1.2M.

What is Allen Trust Company's NAICS code?

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Allen Trust Company's NAICS code is 52 - Finance and Insurance.

How many employees does Allen Trust Company have currently?

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As of April 2026, Allen Trust Company has approximately 16 employees across 1 continents, including North America. Key team members include Ceo: S. B. A.President: T. H.Director: S. A.. Explore Allen Trust Company's employee directory with LeadIQ.

What industry does Allen Trust Company belong to?

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Allen Trust Company operates in the Financial Services industry.

What technology does Allen Trust Company use?

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Allen Trust Company's tech stack includes Open GraphSquarespaceSquarespace CommerceJSON-LDModernizrChoicesHSTSX-Content-Type-Options.

What is Allen Trust Company's email format?

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Allen Trust Company's email format typically follows the pattern of First@allentrust.com. Find more Allen Trust Company email formats with LeadIQ.

When was Allen Trust Company founded?

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Allen Trust Company was founded in 2001.

Allen Trust Company

Financial ServicesOregon, United States11-50 Employees

Allen Trust Company, a trust-only bank, is a Portland-based company with offices in Oregon, Washington and Alaska.  In 2001, Stuart B. Allen founded the firm on the principles of being locally-owned, remaining independent, and providing highest-quality, personalized service. We provide tailored financial services to trusts, charitable organizations, and individuals seeking comprehensive asset management. Dedicated to meeting your financial goals with objectivity and flexibility, we nurture and protect your financial well-being.

Section iconCompany Overview

Headquarters
5000 Meadows Road Suite 300 Lake Oswego, Oregon 97035 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Allen Trust Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Allen Trust Company's revenue is estimated to be in the range of $10M$25M

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