Leading Bank & Trust Company Database
Bank & Trust Database
Gain transparency into banks & trust companies. This new dataset includes 12+ searchable fields and deep profiles on trust officers and investment professionals. Arm your team with the intelligence needed to effectively sell into the bank & trust channel.
Gain transparency into banks & trust companies. Includes 12+ searchable fields and deep profiles on trust officers and investment professionals. Arm your team with the intelligence needed to effectively sell into the bank & trust channel.
We’ve simplified uncovering accurate data and insight for banks and trust companies.
Discover and understand over 1,400 banks and trust companies with 9,000+ key contacts. Access intelligence including AUM, services, & more.
Gain Access to the Bank & Trust Channel
Detailed Profiles for Over
1,400 banks & trust companies
& Much More…
Coverage of national & regional banks & trust companies
Easily access the complete bank & trust company ecosystem with detailed data on both national and regional banks and trust companies.
Identify key decision makers aligned with your objectives and goals
Identify and engage trust officers and investment professionals. Access detailed profiles on key contacts that include investment services, experience, geography, and other details.
Advanced Bank & Trust Company Filtering
Easily pinpoint bank & trust professionals based on criteria including AUM, services, role, and more. Focusing your efforts on the right teams and decision makers.
Bank & Trust Company Data That Integrates Directly With Your CRM
Ensure your team has the most accurate bank & trust company intelligence in your CRM. Our platform automates all data updates in your CRM. Thanks to our CRM integrations with Salesforce, Hubspot, and others, you can free up resources previously spent on manual updates on banks & trust companies.
Discover The Impact Of AdvizorPro On Enhancing Your Business
Drive More Sales Into Banks & Trust Companies
The data compiled by our bank and trust company team at AdvizorPro is revolutionary for our clients. It provides a deeper level of insight into banks & trust companies. Our dedicated data and technology teams have meticulously curated an unmatched database.
AdvizorPro Founder
Michael Magnan
Need Data on RIAs?
AdvizorPro also offers access to a financial advisors database of the same high caliber and quality to help you save time and fill your pipeline with targeted prospects.
FAQs
Our Bank & Trust database is a comprehensive database that provides detailed information and intelligence on banks and trust companies. It includes over 1,400 banks and trust companies, with more than 9,000 key contacts, and offers detailed profiles with information such as AUM, services, accounts, trust services, geography, key contact bios, and more. The database also features advanced filtering capabilities, allowing users to identify key decision-makers and professionals based on various criteria. Additionally, it integrates with CRM systems like Salesforce and Hubspot, ensuring accurate and up-to-date information to help drive sales growth and effectively sell into the bank and trust channel.
AdvizorPro’s distinction in the bank & trust database lies in our unique approach: blending technology and data analysts to continually gather and enhance bank & trust information with daily updates. This enables us to offer comprehensive filtering options, detailed bank & trust profiles, and precise contact information, setting us apart from competitors.
AdvizorPro’s database furnishes details about bank & trust companies, their assets, investment preferences, geographical locations, primary contacts, verified email addresses, direct phone numbers, LinkedIn profiles, contact bios, and other extensive information.
The AdvizorPro Bank & Trust database undergoes daily updates and contact refreshment.
Recent Blog Posts
Advisor Spotlight: Sam McCoy, Founder of Tenacity Private WealthWe interviewed Sam McCoy to discuss his journey, from leaving UBS to launching his own firm.
Top Schools Among RIAsThese are the schools most commonly attended by RIAs in the AdvizorPro database.
AdvizorPro Welcomes Dustin Echenique as Chief Revenue OfficerEchenique joins AdvizorPro with 18 years of SaaS and investment sales experience, now reuniting with Michael Magnan and Hesom Parhizkar from their time at eVestment (a Nasdaq company).