Insights

Independent Wealth Leader Privately owned and independent with decades of experience, TrustCore is consistently cited among top U.S. wealth management firms. This positioning can be leveraged to win high-net-worth clients with enhanced planning capabilities, premium estate planning partnerships, and advanced analytics.

Active Asset Investor The firm has a history of building stakes across diverse assets and sectors, including financial assets and real estate, indicating openness to alternative investments. This creates opportunities for due diligence services, exclusive investment access, and co-investment platforms.

Growth through M&A CapTrust's acquisition of TrustCore signals ongoing integration and platform changes, creating demand for technology migration, onboarding processes, regulatory/compliance support, and advisory-platform modernization.

Modern Tech Base Security and performance oriented tech stack (HSTS, HTTP/3, Nginx) with LinkedIn sign-in and MySQL suggests readiness for API integrations, secure client portals, data analytics, and CRM enhancements. Opportunity for wealth-tech tooling and seamless data connectors.

Growth Readiness Mid-sized firm with potential for scalable marketing automation, streamlined client onboarding, enhanced cybersecurity, and expanded planning and risk-management tools to support growth and cross-sell.

TrustCore Financial Tech Stack

TrustCore Financial uses 8 technology products and services including Open Graph, MySQL, Linkedin Sign-in, and more. Explore TrustCore Financial's tech stack below.

Open Graph

Content Management System

MySQL

Database

Linkedin Sign-in

Identity Verification

jQuery Migrate

Javascript Libraries

Modernizr

Javascript Libraries

HSTS

Security

HTTP/3

Web & Portal Technology

Nginx

Web Servers

TrustCore Financial Email Formats	Example	Percentage
First.Last@trustcore.com	John.Doe@trustcore.com	97%
FLast@trustcore.com	JDoe@trustcore.com	3%

TrustCore Financial Email Formats

Example

Percentage

First.Last@trustcore.com

John.Doe@trustcore.com

97%

FLast@trustcore.com

JDoe@trustcore.com

Frequently Asked Questions

Where is TrustCore Financial's headquarters located?

TrustCore Financial's main headquarters is located at 5314 Maryland Way Suite 300 Brentwood, Tennessee 37027 United States. The company has employees across 2 continents, including North AmericaSouth America.

What is TrustCore Financial's phone number?

You can contact TrustCore Financial's main corporate office by phone at

+1-615-370-****

. 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 TrustCore Financial's official website and social media links?

TrustCore Financial's official website is trustcore.com and has social profiles on LinkedIn.

What is TrustCore Financial's NAICS code?

TrustCore Financial's NAICS code is 52 - Finance and Insurance.

How many employees does TrustCore Financial have currently?

As of February 2026, TrustCore Financial has approximately 41 employees across 2 continents, including North AmericaSouth America. Key team members include Partner And Director Of Research: C. R.Certified Financial Planner: R. R.Planner: P. M.. Explore TrustCore Financial's employee directory with LeadIQ.

What industry does TrustCore Financial belong to?

TrustCore Financial operates in the Financial Services industry.

What technology does TrustCore Financial use?

TrustCore Financial's tech stack includes Open GraphMySQLLinkedin Sign-injQuery MigrateModernizrHSTSHTTP/3Nginx.

What is TrustCore Financial's email format?

TrustCore Financial's email format typically follows the pattern of First.Last@trustcore.com. Find more TrustCore Financial email formats with LeadIQ.

When was TrustCore Financial founded?

TrustCore Financial was founded in 1984.

TrustCore Financial

Q: What is TrustCore Financial's official website and social media links?

TrustCore Financial's official website is trustcore.com. TrustCore Financial has social profiles on LinkedIn.

Q: How many employees does TrustCore Financial have currently?

TrustCore Financial has approximately 41 employees.

Q: What technology does TrustCore Financial use?

TrustCore Financial's tech stack includes WP Engine, MySQL, Twemoji, Cloudflare, HubSpot Content Hub.

Q: What is TrustCore Financial's NAICS code?

TrustCore Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesTennessee, United States11-50 Employees

TrustCore financial planners can help you chart a clear course for your financial future. The firm is privately owned and operates independently from any other financial services company. Serving clients for more than 30 years, TrustCore is consistently ranked among the top wealth management firms in the U.S. This size and scale enables us to bring you deep expertise and unique investment opportunities.

Financial Planning offered through TrustCore Financial Services, LLC. 
Securities offered through TrustCore Investments, LLC, Member FINRA and SIPC®. Insurance offered through TrustCore Insurance Agency, LLC.

Insights

Similar companies to TrustCore Financial

HUB International

Buck

Lockton Companies

Aon

Mercer

Segal