Acquisition Signal Smithfield Trust Company was acquired by Waverly Advisors in June 2026, indicating potential integration opportunities, change in strategic priorities, and possible cross-sell of trust and family office services to an expanded client base.

AUM Growth Potential Revenue range and active investment activity across diversified asset classes (ETFs and equities) suggest ongoing wealth growth and potential demand for enhanced investment management, estate planning, and tax strategies to service a larger multigenerational client base.

Private Trust Focus As a regulated private trust and family office provider with multigenerational wealth management emphasis, there may be opportunities to position additional fiduciary services, charitable planning, and institutional advisory capabilities to mid-market families and related family offices.

Tech Stack Fit Current technology usage includes cloud, CRM, and marketing tools (iCIMS, AWS, Microsoft 365, SendGrid, analytics). This presents a path to streamline onboarding, compliance, and client experience enhancements, enabling scalable cross-sell of services.

Strategic Growth Gate Active news coverage and public deal activity imply dialogue with institutional acquirers and succession planning considerations; sales teams can target related private banks, independent fiduciaries, and wealth managers seeking scalable trust solutions and integration-friendly platforms.