Insights

Niche Focus Wealth Advisors Trust Company specializes in providing trustee services tailored for wealth advisors, opening opportunities to partner with firms seeking client relationship expansion through trust solutions.

Expansion Ambitions The recent appointment of a new President and COO indicates strategic growth plans, suggesting potential interest in partnerships or services that support broadening their national footprint.

Tech Infrastructure Utilization of modern digital tools such as HubSpot, WordPress, and Cloudflare reflects a digitally savvy approach, providing avenues to offer advanced fintech solutions or integrations for improved client engagement.

Financial Growth With an estimated revenue between $25 million and $50 million, the company presents a stable financial profile, making it receptive to technology upgrades or service enhancements that can support scaling operations.

Market Position Compared to larger competitors like Bessemer Trust and Wilmington Trust, WATC's smaller size presents opportunities to deliver personalized services or niche financial products that differentiate them in the competitive trust sector.

Wealth Advisors Trust Company Tech Stack

Wealth Advisors Trust Company uses 8 technology products and services including HubSpot Analytics, Cloudflare CDN, RSS, and more. Explore Wealth Advisors Trust Company's tech stack below.

HubSpot Analytics

Analytics

Cloudflare CDN

Content Delivery Network

RSS

Content Management System

WordPress

Content Management System

MySQL

Database

All in One SEO

Search Engines

X-XSS-Protection

Security

Facebook

Widgets

Wealth Advisors Trust Company Email Formats	Example	Percentage
Last@wealthadvisorstrust.com	Doe@wealthadvisorstrust.com	96%
First@wealthadvisorstrust.com	John@wealthadvisorstrust.com	4%

Wealth Advisors Trust Company Email Formats

Example

Percentage

Last@wealthadvisorstrust.com

Doe@wealthadvisorstrust.com

96%

First@wealthadvisorstrust.com

John@wealthadvisorstrust.com

Frequently Asked Questions

Where is Wealth Advisors Trust Company's headquarters located?

Wealth Advisors Trust Company's main headquarters is located at 910 5th Street Suite 101 Rapid City, South Dakota 57701 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Wealth Advisors Trust Company's phone number?

You can contact Wealth Advisors Trust Company's main corporate office by phone at

+1-605-716-****

. 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 Wealth Advisors Trust Company's official website and social media links?

Wealth Advisors Trust Company's official website is wealthadvisorstrust.com and has social profiles on LinkedIn.

What is Wealth Advisors Trust Company's NAICS code?

Wealth Advisors Trust Company's NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Advisors Trust Company have currently?

As of June 2026, Wealth Advisors Trust Company has approximately 17 employees across 2 continents, including North AmericaAsia. Key team members include Chief Fiduciary Officer: S. T. J. M.President, Chief Executive Officer And Chief Market Strategist: M.President And Chief Operating Officer: J. C.. Explore Wealth Advisors Trust Company's employee directory with LeadIQ.

What industry does Wealth Advisors Trust Company belong to?

Wealth Advisors Trust Company operates in the Financial Services industry.

What technology does Wealth Advisors Trust Company use?

Wealth Advisors Trust Company's tech stack includes HubSpot AnalyticsCloudflare CDNRSSWordPressMySQLAll in One SEOX-XSS-ProtectionFacebook.

What is Wealth Advisors Trust Company's email format?

Wealth Advisors Trust Company's email format typically follows the pattern of Last@wealthadvisorstrust.com. Find more Wealth Advisors Trust Company email formats with LeadIQ.

When was Wealth Advisors Trust Company founded?

Wealth Advisors Trust Company was founded in 2009.

Wealth Advisors Trust Company

Q: What technology does Wealth Advisors Trust Company use?

Wealth Advisors Trust Company's tech stack includes Linkedin Insight Tag, Cloudflare, CivicTheme, Google Maps, Google Tag Manager.

Q: What is Wealth Advisors Trust Company's NAICS code?

Wealth Advisors Trust Company's NAICS code is 52 (Finance and Insurance).

Financial ServicesSouth Dakota, United States11-50 Employees

Wealth Advisors Trust Company, based in Rapid City, South Dakota, provides corporate trustee services for trusts created by registered investment advisors and wirehouse advisors, estate planning attorneys, and the families they bring to the firm. It administers the trusts in a way that keeps the advisor at the center, enabling the advisor to retain the client and stay on the assets. 

The organization operates without bank ownership or custodian affiliations and does not compete for the advisor’s clients. Founded in 2009 and chartered in South Dakota, the firm has grown to administer about $4 billion in assets across more than 400 advisor relationships, reflecting its niche within fiduciary services. In 2025, Jonathan Connolly was appointed President and COO to lead the company’s national expansion, bringing more than 30 years of experience from UBS, Wealthspire Trust, PNC, and RBC.

Insights

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