Insights

Personalized Wealth Management Coral Gables Trust specializes in tailored trust and wealth management services with an emphasis on relationship-based client care, presenting opportunities for customized financial technology solutions and client engagement tools to enhance their service offerings.

Independent & Flexible Approach As an independent firm with the flexibility to work with non-traditional assets, CGT is open to innovative financial products and advisory platforms that support unique client portfolios and alternative asset classes.

Market Position & Recognition Recognized as a top 25 Friendliest Trust Company, CGT’s strong reputation and boutique positioning indicate a potential interest in advanced client experience solutions, marketing automation, and brand enhancement services.

Technology Usage & Infrastructure Utilizing cloud services like Amazon Web Services and modern communication tools, CGT is well-positioned to adopt scalable digital platforms, secure collaboration solutions, and data management systems to streamline operations and client onboarding.

Financial Growth & Opportunities With revenue between 50M and 100M and a dedicated team, CGT presents opportunities for growth-oriented financial services, including advanced reporting, performance analytics, and strategic consulting to support their expansion and client retention strategies.

Coral Gables Trust Tech Stack

Coral Gables Trust uses 8 technology products and services including Moat, HubSpot Analytics, MySQL, and more. Explore Coral Gables Trust's tech stack below.

  • Moat
    Analytics
  • HubSpot Analytics
    Analytics
  • MySQL
    Database
  • Google Workspace
    Email
  • Swiper
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Apache
    Web Servers

Media & News

Coral Gables Trust's Email Address Formats

Coral Gables Trust uses at least 1 format(s):
Coral Gables Trust Email FormatsExamplePercentage
FLast@cgtrust.comJDoe@cgtrust.com
76%
FirstLast@cgtrust.comJohnDoe@cgtrust.com
10%
First.Last@cgtrust.comJohn.Doe@cgtrust.com
7%
First-Last@cgtrust.comJohn-Doe@cgtrust.com
7%

Frequently Asked Questions

Where is Coral Gables Trust's headquarters located?

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Coral Gables Trust's main headquarters is located at 255 Alhambra Circle Suite 333 Coral Gables, Florida 33134 United States. The company has employees across 3 continents, including North AmericaAfricaEurope.

What is Coral Gables Trust's phone number?

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You can contact Coral Gables Trust'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 Coral Gables Trust's official website and social media links?

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Coral Gables Trust's official website is cgtrust.com and has social profiles on LinkedIn.

What is Coral Gables Trust's SIC code NAICS code?

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Coral Gables Trust's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 52 - Finance and Insurance.

How many employees does Coral Gables Trust have currently?

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As of May 2026, Coral Gables Trust has approximately 64 employees across 3 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer: D. K.Chief Trust Officer: R. D.Chief Investment Officer: M. W.. Explore Coral Gables Trust's employee directory with LeadIQ.

What industry does Coral Gables Trust belong to?

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Coral Gables Trust operates in the Financial Services industry.

What technology does Coral Gables Trust use?

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Coral Gables Trust's tech stack includes MoatHubSpot AnalyticsMySQLGoogle WorkspaceSwiperOWL CarouseljQuery MigrateApache.

What is Coral Gables Trust's email format?

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Coral Gables Trust's email format typically follows the pattern of FLast@cgtrust.com. Find more Coral Gables Trust email formats with LeadIQ.

When was Coral Gables Trust founded?

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Coral Gables Trust was founded in 2004.

Coral Gables Trust

Financial ServicesFlorida, United States51-200 Employees

Coral Gables Trust (CGT) is the largest, independent, and privately held trust company based in South Florida. We pride ourselves in providing a tailored experience based on trust relationships. We are a top-quality, boutique alternative to the traditional products and services provided by banks and insurance companies. As an independent firm, we also have the willingness, creativity and flexibility to work with non-traditional assets. Our senior professionals understand our client's goals, collaborating with them to make smart Wealth Management, Trust (including Special Needs Trust Services), and Financial Planning choices. We emphasize being responsive and flexible to your unique needs. You will not get lost in the cogs as we truly care about your family and legacy – clients come first at CGT. 

Let us build a seasoned team tailored to fit your specific needs and situation. Our senior advisors hold a minimum of a decade of experience and are ready to help you achieve your vision and goals. We have been recognized as the country's top 25 Friendliest Trust Companies by Wealth Advisor – come experience this yourself. Visit our website to learn more about what Coral Gables Trust can offer you and your family. Follow our page to stay informed on market trends from industry experts and the latest news for philanthropic efforts, estate planning, and more.

Section iconCompany Overview

Headquarters
255 Alhambra Circle Suite 333 Coral Gables, Florida 33134 United States
Phone number
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Coral Gables Trust's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Coral Gables Trust's revenue is estimated to be in the range of $50M$100M

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