Insights

Focused Niche BayTrust Financial operates within the financial services sector with a specialty in wealth management and advisory services, presenting an opportunity to tailor financial technology solutions, compliance tools, or client engagement platforms suited for boutique advisory firms.

Technology Adoption Using modern tech stack components such as React, Amazon ALB, and HTTP/3 indicates a tech-savvy organization open to innovative digital solutions, making it receptive to modernization tools, security enhancements, and client experience upgrades.

Recent Initiatives Participation in community-driven initiatives like the Rapid Response Fund demonstrates responsiveness and engagement with local needs, creating potential for partnerships in charitable, community outreach, or philanthropic technology platforms.

Revenue Scope With revenue in the $10M - $25M range and a small team of 2-10 employees, BayTrust Financial may be interested in scalable growth solutions, streamlined operational tools, or targeted marketing services to expand client outreach and improve internal efficiency.

Market Position Positioned among smaller financial firms but aligned with larger investment entities, there is an opportunity to offer niche financial technologies, regulatory compliance solutions, or specialized software tailored for boutique advisors seeking to enhance service delivery and competitive edge.

BayTrust Financial Tech Stack

BayTrust Financial uses 8 technology products and services including cdnjs, Open Graph, Simpli.fi, and more. Explore BayTrust Financial's tech stack below.

  • cdnjs
    Content Delivery Network
  • Open Graph
    Content Management System
  • Simpli.fi
    Demand Side Platforms
  • React
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • WP Engine
    Platform As A Service
  • HTTP/3
    Web & Portal Technology

BayTrust Financial's Email Address Formats

BayTrust Financial uses at least 2 format(s):
BayTrust Financial Email FormatsExamplePercentage
First@drewcapitalgroup.comJohn@drewcapitalgroup.com
100%

Frequently Asked Questions

Where is BayTrust Financial's headquarters located?

Minus sign iconPlus sign icon
BayTrust Financial's main headquarters is located at 15316 North Florida Avenue Tampa, Florida 33613 United States. The company has employees across 1 continents, including North America.

What is BayTrust Financial's official website and social media links?

Minus sign iconPlus sign icon
BayTrust Financial's official website is baytrust.com and has social profiles on LinkedIn.

What is BayTrust Financial's NAICS code?

Minus sign iconPlus sign icon
BayTrust Financial's NAICS code is 52 - Finance and Insurance.

How many employees does BayTrust Financial have currently?

Minus sign iconPlus sign icon
As of May 2026, BayTrust Financial has approximately 8 employees across 1 continents, including North America. Key team members include President: C. D.Director Of Client Services: M. B.Client Service Representative: R. B.. Explore BayTrust Financial's employee directory with LeadIQ.

What industry does BayTrust Financial belong to?

Minus sign iconPlus sign icon
BayTrust Financial operates in the Financial Services industry.

What technology does BayTrust Financial use?

Minus sign iconPlus sign icon
BayTrust Financial's tech stack includes cdnjsOpen GraphSimpli.fiReactjQuery MigrateAmazon ALBWP EngineHTTP/3.

What is BayTrust Financial's email format?

Minus sign iconPlus sign icon
BayTrust Financial's email format typically follows the pattern of First@drewcapitalgroup.com. Find more BayTrust Financial email formats with LeadIQ.

When was BayTrust Financial founded?

Minus sign iconPlus sign icon
BayTrust Financial was founded in 2013.

BayTrust Financial

Financial ServicesFlorida, United States2-10 Employees

BayTrust Financial is a multifaceted financial services and advisory firm serving clients throughout the country. We have built our business with integrity, maintaining trusting relationships with each of our clients and their families.

We offer a range of services to help families and individuals in Tampa, Florida. The comprehensive wealth and investment professionals at BayTrust Financial can help you with an individualized financial strategy to help grow and maintain wealth or to simply begin on your path to financial security.

BayTrust Wealth Management is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. The information contained in this marketing material is provided for informational purposes only and should not be construed as investment, legal, or tax advice. All investment strategies involve risk, including the possible loss of principal. Past performance is not indicative of future results. Any references to specific securities, investment strategies, or portfolio allocations are for illustrative purposes only and may not be suitable for all investors. Nothing herein should be considered a recommendation to buy or sell any particular security. Insurance products and services offered through BayTrust Financial.

Section iconCompany Overview

Headquarters
15316 North Florida Avenue Tampa, Florida 33613 United States
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    BayTrust Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    BayTrust Financial's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.