Insights

Niche Expertise Trumark Wholesale Insurance Services specializes in providing tailored life, long-term care, and disability insurance solutions through extensive industry and legal expertise, creating opportunities to cross-sell complementary estate and retirement planning products to their high-net-worth clients.

Strong Carrier Relationships With deep connections to over a dozen major insurance carriers, Trumark is positioned to secure superior coverage offers for clients, presenting an opening for partners offering innovative insurance products or value-added underwriting solutions.

Tech-Driven Approach Utilizing a modern tech stack including Google Analytics and Bootstrap suggests openness to digital engagement and data-driven marketing strategies, enabling targeted outreach and personalized service offerings to potential clients.

Market Positioning Operating within the $1B to $10B revenue bracket alongside similar firms like Burns & Wilcox and CRC Group indicates strong industry positioning, which can be leveraged to identify prospects seeking to expand or diversify their insurance portfolios.

Growth Opportunities Limited employee size and focus on high-value insurance planning suggest potential for scalable partnership models or strategic alliances aimed at upscale clientele interested in complex estate and tax-efficient insurance solutions.

Similar companies to Trumark Wholesale Insurance Services, Inc.

Trumark Wholesale Insurance Services, Inc. Tech Stack

Trumark Wholesale Insurance Services, Inc. uses 5 technology products and services including Business Catalyst, Twemoji, yepnope.js, and more. Explore Trumark Wholesale Insurance Services, Inc.'s tech stack below.

  • Business Catalyst
    Content Management System
  • Twemoji
    Font Scripts
  • yepnope.js
    Javascript Frameworks
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Media & News

Trumark Wholesale Insurance Services, Inc.'s Email Address Formats

Trumark Wholesale Insurance Services, Inc. uses at least 1 format(s):
Trumark Wholesale Insurance Services, Inc. Email FormatsExamplePercentage
FLast@trumarkfinancial.comJDoe@trumarkfinancial.com
88%
First.L@trumarkfinancial.comJohn.D@trumarkfinancial.com
6%
Last@trumarkfinancial.comDoe@trumarkfinancial.com
6%

Frequently Asked Questions

Where is Trumark Wholesale Insurance Services, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc.'s main headquarters is located at 4185 Blackhawk Plaza Circle Suite 102 Danville, California United States. The company has employees across 1 continents, including North America.

What is Trumark Wholesale Insurance Services, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Trumark Wholesale Insurance Services, Inc.'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 Trumark Wholesale Insurance Services, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc.'s official website is trumarkfinancial.com and has social profiles on LinkedIn.

What is Trumark Wholesale Insurance Services, Inc.'s NAICS code?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc.'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Trumark Wholesale Insurance Services, Inc. have currently?

Minus sign iconPlus sign icon
As of May 2026, Trumark Wholesale Insurance Services, Inc. has approximately 10 employees across 1 continents, including North America. Key team members include Chief Executive Officer: T. B.Office Manager: E. K.Forbes: R. S.. Explore Trumark Wholesale Insurance Services, Inc.'s employee directory with LeadIQ.

What industry does Trumark Wholesale Insurance Services, Inc. belong to?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc. operates in the Insurance industry.

What technology does Trumark Wholesale Insurance Services, Inc. use?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc.'s tech stack includes Business CatalystTwemojiyepnope.jsBootstrapGoogle Analytics.

What is Trumark Wholesale Insurance Services, Inc.'s email format?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc.'s email format typically follows the pattern of FLast@trumarkfinancial.com. Find more Trumark Wholesale Insurance Services, Inc. email formats with LeadIQ.

When was Trumark Wholesale Insurance Services, Inc. founded?

Minus sign iconPlus sign icon
Trumark Wholesale Insurance Services, Inc. was founded in 2000.

Trumark Wholesale Insurance Services, Inc.

InsuranceCalifornia, United States2-10 Employees

Trumark Wholesale Insurance Services works with financial advisors, property & casualty firms and life agents to provide their clients with advanced life, long-term care and disability insurance planning with a goal of ensuring that the best possible solution for the client is realized.  With a team having extensive backgrounds in the insurance industry as well as the tax departments of Big 4 accounting firms and the tax and estate planning departments of major law firms, Trumark is uniquely positioned to identify the appropriate estate, retirement or business planning solution based on each client's unique goals and to work with the client's legal, accounting and financial advisors to ensure it is appropriately implemented and evaluated.  Trumark's underwriting team has established deep relationships with the underwriters at over a dozen major insurance companies enabling clients to obtain superior offers for coverage from highly rated carriers based on an extensive search of the market.

Section iconCompany Overview

Headquarters
4185 Blackhawk Plaza Circle Suite 102 Danville, California United States
Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2000
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1B$10B

    Trumark Wholesale Insurance Services, Inc.'s revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Trumark Wholesale Insurance Services, Inc.'s revenue is estimated to be in the range of $1B$10B

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.

ยฉ LeadIQ, Inc. All rights reserved.