Insights

Community focus Tri-Star Trust emphasizes a higher purpose of building caring relationships to strengthen families and communities, signaling alignment with clients seeking values-driven financial partners and opportunities to offer socially responsible investment and donor-advised fund services.

AUM scale With over $2 billion in client assets and a growing client base, Tri-Star presents a sizable managed assets opportunity for additional wealth management, retirement planning, and fiduciary services to existing and prospective high-net-worth relationships.

Growth footprint Expansion across four central Michigan locations and a recent personnel growth trajectory indicate willingness to scale operations and onboarding services, suggesting opportunities for technology, operational outsourcing, and advisory platform enhancements.

Nonprofit engagement Active involvement with over 160 local nonprofits and 98% client retention imply potential upsell to philanthropic services, donor-advised funds, estate planning collaboration, and impact-investing solutions for community partners.

Digital & tech Current tech stack includes WordPress, MySQL, Office 365 and analytics tooling; coupled with a mid-market revenue range, this suggests opportunities to introduce modern CRM, compliance, cybersecurity, and client onboarding automation to improve efficiency and client experience.

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Tri-Star Trust Tech Stack

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

Media & News

Tri-Star Trust's Email Address Formats

Tri-Star Trust uses at least 4 email formats:
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 October 2026, Tri-Star Trust's annual revenue is estimated to be $50M - $100M.

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

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

How many employees does Tri-Star Trust have currently?

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As of October 2026, Tri-Star Trust has approximately 72 employees across 2 continents, including North America and Oceania. Key team members include Chief Financial Officer: M. Y., Vice President Financial Planning: C. C. D. C. and 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 UserWay, QuickBooks, iCIMS, WordPress, MySQL, Office 365, Piwik PRO Core and DigitalOcean 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

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