Insights

Wealth Services BayTrust Financial operates as a multifaceted financial services and advisory firm with registered investment advisor status, indicating potential for ongoing advisory relationships and additional wealth management revenue streams beyond core services.

Regional Growth Predominantly serving clients in Tampa, Florida, with national reach claims, suggesting opportunities to expand client acquisition through localized financial planning, estate strategies, and cross-state advisory services.

Tech Stack Active use of cloud and marketing tools such as AWS, WordPress, Microsoft 365, Constant Contact and WP Engine indicates openness to digital marketing, client portals, and scalable service delivery that can be leveraged for onboarding, client engagement, and compliance automation.

Financial Scale Revenue in the 10–25 million range paired with a small team (2–10 employees) implies high-margin advisory activities and potential need for scalable platforms, risk-managed technology, and sales partnerships to support growth.

Strategic Partnerships Past news references rapid response and community funding initiatives suggest alignment with philanthropic or nonprofit sector collaborations, creating opportunities for targeted financial planning, endowment management, and grant-compliance consulting to expand service offerings.

Similar companies to BayTrust Financial

BayTrust Financial Tech Stack

BayTrust Financial uses 8 technology products and services including Amazon Web Services, WordPress, Simpli.fi, and more. Explore BayTrust Financial's tech stack below.

BayTrust Financial's Email Address Formats

BayTrust Financial uses at least 1 email format:
BayTrust Financial Email FormatsExamplePercentage
First@drewcapitalgroup.comJohn@drewcapitalgroup.com
100%

Frequently Asked Questions

What is BayTrust Financial's official website and social media links?

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BayTrust Financial's official website is baytrust.com and has social profiles on LinkedIn.

How much revenue does BayTrust Financial generate?

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As of September 2026, BayTrust Financial's annual revenue is estimated to be $10M - $25M.

What is BayTrust Financial's NAICS code?

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BayTrust Financial's NAICS code is 52 - Finance and Insurance.

How many employees does BayTrust Financial have currently?

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As of September 2026, BayTrust Financial has approximately 8 employees across 1 continents, including North America. Key team members include President: C. D., Director Of Client Services: M. B. and Insurance Agent: A. F. Explore BayTrust Financial's employee directory with LeadIQ.

What industry does BayTrust Financial belong to?

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BayTrust Financial operates in the Financial Services industry.

What technology does BayTrust Financial use?

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BayTrust Financial's tech stack includes Amazon Web Services, WordPress, Simpli.fi, Microsoft 365, Constant Contact, WP Engine, Vimeo and GoDaddy.

What is BayTrust Financial's email format?

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BayTrust Financial's email format typically follows the pattern of First@drewcapitalgroup.com. Find more BayTrust Financial email formats with LeadIQ.

When was BayTrust Financial founded?

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BayTrust Financial was founded in 2013.
BayTrust Financial logo

BayTrust Financial

Financial ServicesFlorida, United States2-10 Employees

BayTrust Financial is a financial services and advisory firm based in Tampa, Florida, offering a range of wealth management and insurance services to individuals and families. The firm emphasizes building long-term, trust-based relationships and developing individualized financial strategies aimed at growing and preserving wealth and promoting financial security.

Operating within the financial services industry, BayTrust Financial positions itself as a registered investment adviser with the SEC through its BayTrust Wealth Management unit, and provides insurance products and services as part of its offerings. The company serves clients across the United States, with a focus on comprehensive planning and personalized guidance, and maintains a small professional team to support its advisory and insurance activities. A notable development in its recent history includes involvement in a rapid response funding initiative reported in 2020.” }# Answer is JSON with the description field. Ensure proper escaping of quotes if needed. /* Note: The last sentence about rapid response funding initiative is derived from the provided news excerpt and kept brief to satisfy the brief. */ } } {

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    BayTrust Financial's revenue is estimated to be in the range of $10M - $25M

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