Insights

Strategic Partnerships Strong recent partnerships with Stairway Invest, ETZ Soft, and iTrust Capital indicate a growing channel strategy. Sales opportunities exist in co-marketing with these networks to offer self-directed IRAs and cryptocurrency-enabled investments.

Crypto Enablement Recent collaborations enable clients to invest in cryptocurrency via self-directed IRAs. Target BIS and crypto-focused wealth managers to bundle custodial services with digital asset investment capabilities.

Global Reach Despite a small internal team, the firm serves clients globally through its online platform. There is potential to scale services via white-label solutions or regional partnerships to penetrate additional markets.

Growth Metrics Revenue in the multi-million range with a lean team suggests high-margin, scalable services. Upsell opportunities exist for enhanced administration, reporting, and advisory support to existing custodian clients.

Technology Stack Utilizes leading tools (Salesforce, WordPress, QuickBooks, iCIMS) for CRM and operations. Cross-sell to tech-enabled advisors and leverage integrations to streamline onboarding for new self-directed IRA clients.

Similar companies to Next Generation Trust Company/Next Generation Services

Next Generation Trust Company/Next Generation Services Tech Stack

Next Generation Trust Company/Next Generation Services uses 8 technology products and services including QuickBooks, iCIMS, Sucuri, and more. Explore Next Generation Trust Company/Next Generation Services's tech stack below.

Next Generation Trust Company/Next Generation Services's Email Address Formats

Next Generation Trust Company/Next Generation Services uses at least 1 email format:
Next Generation Trust Company/Next Generation Services Email FormatsExamplePercentage
FirstL@nextgenerationtrust.comJohnD@nextgenerationtrust.com
100%

Frequently Asked Questions

What is Next Generation Trust Company/Next Generation Services's phone number?

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You can contact Next Generation Trust Company/Next Generation Services'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 Next Generation Trust Company/Next Generation Services's official website and social media links?

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Next Generation Trust Company/Next Generation Services's official website is nextgenerationtrust.com and has social profiles on LinkedIn.

How much revenue does Next Generation Trust Company/Next Generation Services generate?

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As of September 2026, Next Generation Trust Company/Next Generation Services's annual revenue is estimated to be $10M - $25M.

What is Next Generation Trust Company/Next Generation Services's SIC code and NAICS code?

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Next Generation Trust Company/Next Generation Services's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Next Generation Trust Company/Next Generation Services have currently?

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As of September 2026, Next Generation Trust Company/Next Generation Services has approximately 9 employees across 2 continents, including North America and Asia. Key team members include Founder/Ceo: J. R., Director, Marketing And Sales: B. A. M. S. and Director, Marketing And Sales: S. B. A. M. Explore Next Generation Trust Company/Next Generation Services's employee directory with LeadIQ.

What industry does Next Generation Trust Company/Next Generation Services belong to?

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Next Generation Trust Company/Next Generation Services operates in the Financial Services industry.

What technology does Next Generation Trust Company/Next Generation Services use?

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Next Generation Trust Company/Next Generation Services's tech stack includes QuickBooks, iCIMS, Sucuri, WordPress, Salesforce, Cisco, Piwik and Piwik PRO Core.

What is Next Generation Trust Company/Next Generation Services's email format?

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Next Generation Trust Company/Next Generation Services's email format typically follows the pattern of FirstL@nextgenerationtrust.com. Find more Next Generation Trust Company/Next Generation Services email formats with LeadIQ.

When was Next Generation Trust Company/Next Generation Services founded?

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Next Generation Trust Company/Next Generation Services was founded in 2004.
Next Generation Trust Company/Next Generation Services logo

Next Generation Trust Company/Next Generation Services

Financial ServicesNew Jersey, United States2-10 Employees

Next Generation Trust Company, along with its sister firm Next Generation Services, operates in the financial services sector as a custodian and administrator for self-directed retirement plans. Based in Roseland, New Jersey, the organization emphasizes client control over retirement investments and provides education to both consumers and professionals about nontraditional investment options that were once accessible primarily to the wealthy. The trust company acts as the custodian for self-directed accounts, while Next Generation Services handles account administration and transaction support, offering a coordinated, personalized service to clients and their advisors. Its clients are individuals seeking greater flexibility in retirement planning and professionals assisting them in implementing self-directed strategies, with the company serving a global audience via its website. A notable recent development is the partnership with iTrust Capital to facilitate streamlined access to cryptocurrency investment opportunities within self-directed retirement plans. The firm markets itself as a neutral, third-party professional resource, focusing on a seamless, end-to-end transaction experience.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Next Generation Trust Company/Next Generation Services's revenue is estimated to be in the range of $10M - $25M

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