Insights

Growing Non-Profit Sector AGED Trust operates within the non-profit financial services sector, providing specialized trust solutions for elderly and disabled populations. There is an opportunity to connect with similar organizations or government-funded programs needing trusted compliance and administration services for trust management.

Special Needs Trust Expertise With a focus on specialized trusts such as pooled, third-party, and disability trusts aligned with Medicaid guidelines, AGED Trust demonstrates a niche expertise. This positions them to collaborate with healthcare providers, legal advisors, and social service agencies seeking compliant trust solutions.

Mid-Size Revenue Potential Generating an estimated revenue between 10 to 25 million dollars, AGED Trust presents a substantial market opportunity for financial service providers and technology vendors aiming to offer complementary solutions like asset management, compliance software, or donor management tools tailored for trust administration.

Technology Stack Utilization The company's use of integrated technologies such as QuickBooks, Google Analytics, and CIM Technologies indicates openness to digital and automation solutions. Vendors providing workflow automation, data analytics, or compliance tracking could enhance AGED Trust's operational efficiency and client services.

Expansion and Partnership Opportunities As a focus on elder and disabled populations increases, there is room for strategic partnerships with healthcare organizations, legal firms, and government agencies to expand service offerings, improve outreach, and streamline trust onboarding processes for a broader client base.

Similar companies to AGED Trust

AGED Trust Tech Stack

AGED Trust uses 8 technology products and services including QuickBooks, CIM Technologies, oEmbed, and more. Explore AGED Trust's tech stack below.

  • QuickBooks
    Accounting And Finance
  • CIM Technologies
    Cad & Graphics
  • oEmbed
    Dev Tools
  • JSON-LD
    Javascript Frameworks
  • Lodash
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • OpenResty
    Web Servers

Media & News

AGED Trust's Email Address Formats

AGED Trust uses at least 1 format(s):
AGED Trust Email FormatsExamplePercentage
First@trustaged.orgJohn@trustaged.org
38%
FLast@trustaged.orgJDoe@trustaged.org
12%
First@trustaged.orgJohn@trustaged.org
38%
FLast@trustaged.orgJDoe@trustaged.org
12%

Frequently Asked Questions

What is AGED Trust's phone number?

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You can contact AGED Trust'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 AGED Trust's official website and social media links?

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AGED Trust's official website is trustaged.org and has social profiles on LinkedIn.

What is AGED Trust's NAICS code?

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AGED Trust's NAICS code is 52 - Finance and Insurance.

How many employees does AGED Trust have currently?

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As of December 2025, AGED Trust has approximately 17 employees across 2 continents, including North AmericaAfrica. Key team members include Exec Director: N. B.Director Of Business Operations: J. S.Sr. Trust Advisor: S. R.. Explore AGED Trust's employee directory with LeadIQ.

What industry does AGED Trust belong to?

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AGED Trust operates in the Financial Services industry.

What technology does AGED Trust use?

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AGED Trust's tech stack includes QuickBooksCIM TechnologiesoEmbedJSON-LDLodashjQueryGoogle AnalyticsOpenResty.

What is AGED Trust's email format?

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AGED Trust's email format typically follows the pattern of First@trustaged.org. Find more AGED Trust email formats with LeadIQ.

When was AGED Trust founded?

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AGED Trust was founded in 2002.

AGED Trust

Financial ServicesFlorida, United States11-50 Employees

Advocates and Guardians for the Elderly & Disabled (AGED, Inc.) is a 501 (c)3 non-profit trust company that assists seniors and disabled individuals of all ages qualify for government benefits, reduce medication costs, and preserve assets.

AGED, Inc. provides three types of Special Needs Trusts:

* d(4)(A) Disability Trusts are for disabled individuals under 65 who need to qualify for, and/or protect, government benefits. 

*d(4)(C) Pooled Trusts have no age restrictions, and can be established by anyone as long as the assets used to fund the trust belong to the disabled beneficiary. Pooled trusts must be managed by a non-profit organization, like AGED, Inc.

*Third Party Trusts are designed to hold gifted or inherited assets from a third party to an individual or beneficiary with special needs.

The Special Needs Trusts administered by AGED, Inc. conform to Qualified Medicaid Trust Guidelines under Florida DCF A-22: “The qualified Medicaid pooled trust for disabled individuals is a legal instrument which meets criteria 42 U.S.C. § 1396 (p)(d)(4)(c) and which allows disabled individuals to place assets and/or income into a trust to qualify for Medicaid assistance.”

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    AGED Trust's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    AGED Trust's revenue is estimated to be in the range of $10M$25M

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