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Insights

Boutique Growth Small investment advisory with lean team capacity and high reliance on external technology; opportunity to upsell scalable advisory platforms, CRM, and client onboarding tools to support growth.

San-Ynez Niche Located in Santa Ynez, CA with a full service model; potential to target regional high-net-worth clients and farms/agribusiness partnerships seeking integrated financial planning and portfolio management.

Tech Stack Fit Implements cloud and security tools (AWS, New Relic, reCAPTCHA, HSTS) plus CRM and web platforms (HubSpot, Drupal); cross-sell cybersecurity compliance services, data analytics, and scalable hosting.

Revenue Signals Current revenue under $1M with 2–10 employees; potential for advisory and custody integrations, back-office automation, and outsourced operations to improve margins and service breadth.

Market Position Compared to large incumbents, opportunities exist to offer streamlined, cost-effective advisory technology, marketing automation, and client experience enhancements to compete for smaller client segments.

Similar companies to Ameritrust Capital Management

Ameritrust Capital Management Tech Stack

Ameritrust Capital Management uses 8 technology products and services including Amazon Web Services, Drupal, Microsoft 365, and more. Explore Ameritrust Capital Management's tech stack below.

Ameritrust Capital Management's Email Address Formats

Ameritrust Capital Management uses at least 2 email formats:
Ameritrust Capital Management Email FormatsExamplePercentage
First@ameritrust.usJohn@ameritrust.us
86%
FLast@ameritrust.usJDoe@ameritrust.us
14%

Frequently Asked Questions

What is Ameritrust Capital Management's phone number?

Minus sign iconPlus sign icon You can contact Ameritrust Capital Management's main corporate office by phone at
+1-805-688-****
. 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 Ameritrust Capital Management's official website and social media links?

Minus sign iconPlus sign iconAmeritrust Capital Management's official website is ameritrust.us and has social profiles on LinkedIn.

How much revenue does Ameritrust Capital Management generate?

Minus sign iconPlus sign icon As of September 2026, Ameritrust Capital Management's annual revenue is estimated to be <$1M.

What is Ameritrust Capital Management's NAICS code?

Minus sign iconPlus sign iconAmeritrust Capital Management's NAICS code is 111 - Crop Production.

How many employees does Ameritrust Capital Management have currently?

Minus sign iconPlus sign iconAs of September 2026, Ameritrust Capital Management has approximately 5 employees across 1 continents, including North America. Key team members include Chief Financial Officer: E. K., Administrative Assistant: S. K. and Portfolio Administrator: L. F. Explore Ameritrust Capital Management's employee directory with LeadIQ.

What industry does Ameritrust Capital Management belong to?

Minus sign iconPlus sign iconAmeritrust Capital Management operates in the Farming industry.

What technology does Ameritrust Capital Management use?

Minus sign iconPlus sign iconAmeritrust Capital Management's tech stack includes Amazon Web Services, Drupal, Microsoft 365, Lightbox, HubSpot, New Relic, HSTS and reCAPTCHA.

What is Ameritrust Capital Management's email format?

Minus sign iconPlus sign iconAmeritrust Capital Management's email format typically follows the pattern of First@ameritrust.us. Find more Ameritrust Capital Management email formats with LeadIQ.
Ameritrust Capital Management logo

Ameritrust Capital Management

FarmingCalifornia, United States2-10 Employees

Ameritrust Capital Management is a small investment advisory firm focused on portfolio management and financial planning, serving clients in Santa Ynez, California. The company provides comprehensive personal and professional financial guidance, helping clients organize and manage their investments within an integrated service approach. Based in Santa Ynez, the firm operates within the farming sector as its industry context, offering tailored advisory support to individuals or organizations in need of structured investment strategies. With a compact team, Ameritrust positions itself as a local advisory option that emphasizes full-service management and planning to address clients’ financial goals. A recent development note indicates ongoing activity in its local market, reflecting continued operations from its Santa Ynez location.

Section iconCompany Overview

Phone number
+1-805-688-****
Website
ameritrust.us
NAICS Code
111 - Crop Production
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Ameritrust Capital Management's revenue is estimated to be in the range of <$1M

Company Leadership

  • Chief Financial Officer at Ameritrust Capital Management
    E. K.
    Chief Financial Officer
    Mobile Phone
  • Administrative Assistant at Ameritrust Capital Management
    S. K.
    Administrative Assistant
    Mobile Phone
  • Portfolio Administrator at Ameritrust Capital Management
    L. F.
    Portfolio Administrator
    Mobile Phone
  • Administrative Assistant at Ameritrust Capital Management
    O. D.
    Administrative Assistant
    Mobile Phone

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