Insights

Personalized Trust Services ProFiduciary specializes in highly personalized fiduciary and trust services, presenting an opportunity to offer tailored technological solutions that enhance client communication and trust management efficiency.

Growth Potential With annual revenue between 10 to 25 million and a small team of 2-10 employees, ProFiduciary is positioned to scale its operations, indicating a need for scalable financial technology and operational automation tools.

Technology Adoption Utilizing cloud-based and analytics tools such as Google Cloud and Google Analytics, the company may benefit from advanced data management, security, and analytics solutions to improve service delivery and client insights.

Market Expansion Opportunities Compared to larger competitors in the fiduciary sector, ProFiduciary’s niche positioning allows for targeted cross-selling of premium financial tech services aimed at specialized trust administration workflows.

Client Communication Enhancement Given their emphasis on honest advice and transparent communication, solutions that improve client engagement and trust-building, like secure communication platforms or personalized client portals, present promising sales opportunities.

ProFiduciary, Inc. Tech Stack

ProFiduciary, Inc. uses 8 technology products and services including Snowplow, Google Fonts API, Google Cloud, and more. Explore ProFiduciary, Inc.'s tech stack below.

  • Snowplow
    Analytics
  • Google Fonts API
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • Sentry
    Issue Trackers
  • Video.js
    Javascript Libraries
  • Hammer.js
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

ProFiduciary, Inc.'s Email Address Formats

ProFiduciary, Inc. uses at least 1 format(s):
ProFiduciary, Inc. Email FormatsExamplePercentage
FLast@profiduciary.comJDoe@profiduciary.com
91%
First@profiduciary.comJohn@profiduciary.com
9%

Frequently Asked Questions

Where is ProFiduciary, Inc.'s headquarters located?

Minus sign iconPlus sign icon
ProFiduciary, Inc.'s main headquarters is located at 1842 3rd Avenue San Diego, California 92101 United States. The company has employees across 1 continents, including North America.

What is ProFiduciary, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
ProFiduciary, Inc.'s official website is profiduciary.com and has social profiles on LinkedIn.

What is ProFiduciary, Inc.'s NAICS code?

Minus sign iconPlus sign icon
ProFiduciary, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does ProFiduciary, Inc. have currently?

Minus sign iconPlus sign icon
As of May 2026, ProFiduciary, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Professional Fiduciary: M. N.. Explore ProFiduciary, Inc.'s employee directory with LeadIQ.

What industry does ProFiduciary, Inc. belong to?

Minus sign iconPlus sign icon
ProFiduciary, Inc. operates in the Financial Services industry.

What technology does ProFiduciary, Inc. use?

Minus sign iconPlus sign icon
ProFiduciary, Inc.'s tech stack includes SnowplowGoogle Fonts APIGoogle CloudSentryVideo.jsHammer.jsBootstrapGoogle Analytics.

What is ProFiduciary, Inc.'s email format?

Minus sign iconPlus sign icon
ProFiduciary, Inc.'s email format typically follows the pattern of FLast@profiduciary.com. Find more ProFiduciary, Inc. email formats with LeadIQ.

When was ProFiduciary, Inc. founded?

Minus sign iconPlus sign icon
ProFiduciary, Inc. was founded in 2005.

ProFiduciary, Inc.

Financial ServicesCalifornia, United States2-10 Employees

ProFiduciary's mission is to serve our clients, building long term relationships with them while providing highly personalized, professional trust and fiduciary administration services. We are committed to helping each client in collaboration with their legal, tax and professional advisers fulfill their personal and financial goals within an environment of complete and absolute integrity. Our clients can expect professional service, honest advice and clear communication at all times. 

Our fiduciary experts will either implement an existing trust document for a customer, or work with a client and their attorney to help them craft a new one. All of ProFiduciary's clients are provided with fee schedules and a description of services during their initial meeting with our team, which will tailor each trust, in a timely fashion, to an individual's particular needs.

Section iconCompany Overview

Headquarters
1842 3rd Avenue San Diego, California 92101 United States
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    ProFiduciary, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    ProFiduciary, Inc.'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.

© LeadIQ, Inc. All rights reserved.