The Best Bank & Trust Databases
A bank or trust company is a financial institution that provides a range of services, including:
Offering investment products and advice
Providing trust and estate services
Banks and trust companies are regulated by government agencies and must follow strict guidelines to ensure the safety and security of customers’ assets.
In the United States, examples of banks and trust companies include:
JPMorgan Chase
Bank of America
Wells Fargo
Citibank
U.S. Trust
Searching for the right database for bank and trust contact information can be a challenge for asset managers. In this post, we’ll simplify the process by comparing the top bank and trust databases, helping you identify the best fit for your needs.
AdvizorPro
AdvizorPro is a cutting-edge database that provides transparency into banks and trust companies, offering a range of features and benefits that make it an essential tool for those looking to gain insights into the bank and trust channel.
With AdvizorPro, users can access:
In-depth profiles on banks, trust companies, trust officers and other affiliated financial professionals including accurate contact information
Advanced filtering capabilities to pinpoint decision-makers and teams based on contact and firm level filters
Access to AUM, services, accounts, trust services, geography, and more
Seamless integration with leading CRM platforms, including Salesforce and Hubspot
AdvizorPro’s advanced filtering capabilities allow users to pinpoint bank and trust professionals based on specific criteria, making it easy to identify key decision-makers and potential opportunities.
RIA Database provides data and analytics on banks and trusts. With a robust database and user-friendly software, RIA Database offers a range of features that make it a popular choice for many users.
Based on their website, features include:
All FDIC Banks
All Trust Companies
15+ Searchable Fields
8,600+ Firms
25,000+ Key Contacts
3,800+ Emails
Data Integration with CRM, MDM, or Data Warehouse
Discovery Data offers a database of financial services industry data including bank and trust companies, as well as key staff and professionals. Their dataset includes a wide range of attributes, such as assets under management, product and asset allocation, custodial assets, and more.
Discovery Data’s data can be accessed through various tools and APIs allowing users to integrate the data into their CRM, data warehouse, or other systems.
Through informal inquiries, we know that Discovery Database has Bank & Trust data, although this information is not publicly disclosed on their website.
Choosing the Right Option
When evaluating a database, two key factors stand out: data quality and platform usability. First, consider the depth and accuracy of the data. Next, assess how easily you can search and filter to find what you need. While various options boast high-quality, granular data, AdvizorPro emerges as the top choice. After a closer look, it appears that Discovery Data and RIA Database treat their Bank & Trust datasets as secondary offerings, whereas AdvizorPro’s new release of their Bank & Trust database makes it more of a primary focus, receiving more attention and innovation. AdvizorPro’s database is likely to remain the most up-to-date and refined, in our opinion, making it the clear winner 🙂