Insights

TechnologyDriven Fiduciaries Axos Fiduciary Services emphasizes a technology-driven approach to professional fiduciary case management, suggesting a potential fit for partners offering fintech, compliance tech, workflow automation, or secure document and banking platforms that can further streamline their operations.

Integrated Platform The company highlights an integrated software and banking platform to save time and money for fiduciaries and advisors, indicating a potential opportunity to upsell complementary financial services, data security solutions, or enterprise workflow enhancements.

Midmarket Focus With 11-50 employees and revenue in the mid single to low double digits, Axos Fiduciary Services sits in a lean, specialized segment where scalable SaaS, cost containment, and outsourcing efficiencies could yield high ROI.

Growth Readiness Recent emphasis on delivering timely, reliable service and tackling complex fiduciary tasks suggests openness to expansion of capabilities, training, professional services, or managed solutions to support growth and compliance burdens.

Competitive Landscape As a technology-enabled fiduciary services firm, there is potential to differentiate through advanced analytics, risk management, or AI-assisted case workflows, aligning with brands seeking improvements in accuracy, speed, and regulatory adherence.

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Axos Fiduciary Services Tech Stack

Axos Fiduciary Services uses 8 technology products and services including The Trade Desk, Crazy Egg, Sitecore, and more. Explore Axos Fiduciary Services's tech stack below.

The Trade Desk
Advertising
Crazy Egg
Analytics
Sitecore
Content Management System
Marketo
Marketing Automation
Agentforce
Marketing Performance Measurement
Netlify
Platform As A Service
Dynatrace
System Analytics & Monitoring
Tealium
Tag Management

Axos Fiduciary Services's Email Address Formats

Axos Fiduciary Services uses at least 6 email formats:

Axos Fiduciary Services Email Formats	Example	Percentage
FLast@axosbank.com	JDoe@axosbank.com	93%
First.Last@axosbank.com	John.Doe@axosbank.com	4%
FiLast@axosbank.com	JoDoe@axosbank.com	2%
Last@axosbank.com	Doe@axosbank.com	1%
First.Last@axosfiduciaryservices.com	John.Doe@axosfiduciaryservices.com	96%
FLast@axosfiduciaryservices.com	JDoe@axosfiduciaryservices.com	4%

Frequently Asked Questions

What is Axos Fiduciary Services's official website and social media links?

Axos Fiduciary Services's official website is axosfiduciaryservices.com and has social profiles on LinkedIn.

How much revenue does Axos Fiduciary Services generate?

As of September 2026, Axos Fiduciary Services's annual revenue is estimated to be $10M - $25M.

What is Axos Fiduciary Services's NAICS code?

Axos Fiduciary Services's NAICS code is 52 - Finance and Insurance.

How many employees does Axos Fiduciary Services have currently?

As of September 2026, Axos Fiduciary Services has approximately 20 employees across 1 continents, including North America. Key team members include Grabación De Datos: A. S. Explore Axos Fiduciary Services's employee directory with LeadIQ.

What industry does Axos Fiduciary Services belong to?

Axos Fiduciary Services operates in the Financial Services industry.

What technology does Axos Fiduciary Services use?

Axos Fiduciary Services's tech stack includes The Trade Desk, Crazy Egg, Sitecore, Marketo, Agentforce, Netlify, Dynatrace and Tealium.

What is Axos Fiduciary Services's email format?

Axos Fiduciary Services's email format typically follows the pattern of FLast@axosbank.com. Find more Axos Fiduciary Services email formats with LeadIQ.

When was Axos Fiduciary Services founded?

Axos Fiduciary Services was founded in 1994.

Axos Fiduciary Services

Q: How many employees does Axos Fiduciary Services have currently?

Axos Fiduciary Services has approximately 20 employees.

Q: What technology does Axos Fiduciary Services use?

Axos Fiduciary Services's tech stack includes Netlify, Dynatrace RUM, Google Search Console, jQuery, X-Content-Type-Options.

Q: What is Axos Fiduciary Services's NAICS code?

Axos Fiduciary Services's NAICS code is 52 (Finance and Insurance).

Financial ServicesKansas, United States11-50 Employees

Axos Fiduciary Services operates in the financial services sector as a technology-driven fiduciary case management firm. It is based in Kansas City, Kansas, and has been active since 1994, combining industry experience with innovative tools to address fiduciary and advisory matters across a range of sizes and complexities. The company emphasizes bringing structure and reliability to tasks that are often complex and time-consuming.

It serves professional fiduciaries and advisory professionals, offering services that help them manage fiduciary duties more efficiently and with greater assurance. Through an integrated software and banking platform, it supports workflows typical in fiduciary practice, aiming to save clients time and resources while enabling them to address challenges as they arise.