Insights

Community Finance Tri-Star Trust is a community-focused financial services firm with over $2 billion in client assets and a growing client base across four central Michigan locations, indicating opportunities for services that support local nonprofits, family financial planning, and small to mid-sized business needs.

High Fiduciary Standard The firm emphasizes a higher fiduciary standard and a purpose-driven culture focused on nurturing relationships, suggesting sales approaches that highlight trust, transparency, and long-term advisory commitments to families and local organizations.

Growth & Talent With a staff of 50+ professionals and recent leadership additions, Tri-Star is expanding its client services and geographic reach, signaling opportunities for scalable technology, onboarding platforms, CRM enhancements, and investment solutions to support growth.

Philanthropy & Impact Annual giving of about 10% of earnings to communities and partnerships with local nonprofits indicate cross-sell potential for charitable giving programs, donor-advised fund capabilities, and community-focused financial planning products.

Tech Footprint Existing tech stack includes Microsoft, iCIMS, Google Analytics, and web-integrations; there is potential to introduce modern fintech tools, data analytics, and secure client portals to enhance engagement, compliance, and digital onboarding.

Tri-Star Trust Tech Stack

Tri-Star Trust uses 8 technology products and services including iCIMS, Open Graph, oEmbed, and more. Explore Tri-Star Trust's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Slick
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • jQuery Mobile
    Mobile Frameworks
  • X-XSS-Protection
    Security
  • DigitalOcean Web Hosting
    Web Hosting

Tri-Star Trust's Email Address Formats

Tri-Star Trust uses at least 1 format(s):
Tri-Star Trust Email FormatsExamplePercentage
First.Last@tristartrust.comJohn.Doe@tristartrust.com
66%
First@tristartrust.comJohn@tristartrust.com
23%
Last@tristartrust.comDoe@tristartrust.com
7%
First_Last@tristartrust.comJohn_Doe@tristartrust.com
4%

Frequently Asked Questions

What is Tri-Star Trust's phone number?

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You can contact Tri-Star 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 Tri-Star Trust's official website and social media links?

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Tri-Star Trust's official website is tristartrust.com and has social profiles on LinkedIn.

How much revenue does Tri-Star Trust generate?

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As of July 2026, Tri-Star Trust's annual revenue is estimated to be $50M - $100M.

What is Tri-Star Trust's SIC code NAICS code?

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Tri-Star Trust's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Tri-Star Trust have currently?

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As of July 2026, Tri-Star Trust has approximately 73 employees across 1 continents, including North America. Key team members include Chief Financial Officer: M. Y.Vice President Financial Planning: C. C. D. C.Vice President & Trust Officer: M. K.. Explore Tri-Star Trust's employee directory with LeadIQ.

What industry does Tri-Star Trust belong to?

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Tri-Star Trust operates in the Financial Services industry.

What technology does Tri-Star Trust use?

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Tri-Star Trust's tech stack includes iCIMSOpen GraphoEmbedSlickReally Simple DiscoveryjQuery MobileX-XSS-ProtectionDigitalOcean Web Hosting.

What is Tri-Star Trust's email format?

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Tri-Star Trust's email format typically follows the pattern of First.Last@tristartrust.com. Find more Tri-Star Trust email formats with LeadIQ.

When was Tri-Star Trust founded?

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Tri-Star Trust was founded in 2000.
Tri-Star Trust logo

Tri-Star Trust

Financial ServicesMichigan, United States51-200 Employees

Tri-Star Trust is a financial services company based in central Michigan, with operations in Saginaw, Lansing, Midland, and Frankenmuth. The firm emphasizes a purpose of building caring, genuine relationships to support families and communities, and it positions its services around comprehensive financial strategies for individuals, families, businesses, and non-profits. Serving a client base described as relationships and households, Tri-Star maintains a focus on fiduciary standards and long-term client support, aiming to strengthen families and local communities through asset management and related financial guidance. The organization has grown to include a substantial local presence and a workforce described as professional staff, managing more than $2 billion in client assets and sustaining a high client-retention rate, while contributing to local nonprofits. A recent development noted is leadership changes and expansion activity within its Michigan footprint, reflecting ongoing growth and community involvement without altering its core regional focus.

Section iconCompany Overview

Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Tri-Star Trust's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    Tri-Star Trust's revenue is estimated to be in the range of $50M - $100M

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