Insights

Strong Asset Base With approximately four billion dollars in assets under administration, Beacon Trust manages a substantial client portfolio, presenting significant opportunities to offer tailored financial technology solutions and premium advisory services.

Recent Investments Beacon Trust’s recent stakes in Texas Pacific Land and Air Products indicate active growth and a focus on alternative and high-value assets, suggesting potential for expanding offerings in specialized investment platforms and asset management tools.

Growth Through Acquisition The company's acquisition of Tirschwell & Loewy demonstrates a strategic expansion approach, opening avenues for sales of integration software, compliance solutions, or enhanced data analytics to facilitate seamless mergers and acquisitions.

Proactive Team Building Hiring of senior trust officers and portfolio managers highlights ongoing investment in talent, providing opportunities for advanced HR tech, training platforms, or personalized employee engagement solutions to support high-caliber team development.

Market Focus and Services Beacon Trust’s comprehensive suite of personalized wealth management services paired with their fiduciary commitment points to potential for targeted marketing of client engagement platforms, secure financial reporting systems, and communication tools tailored for high-net-worth client interactions.

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Beacon Trust Tech Stack

Beacon Trust uses 8 technology products and services including Adobe, FactSet, Open Graph, and more. Explore Beacon Trust's tech stack below.

  • Adobe
    Audio, Video, Graphics
  • FactSet
    Business Intelligence
  • Open Graph
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Windows Server
    Operating Systems
  • DemandTools
    Sales
  • X-Content-Type-Options
    Web & Portal Technology
  • X-UA-Compatible
    Web Tools And Plugins

Beacon Trust's Email Address Formats

Beacon Trust uses at least 1 format(s):
Beacon Trust Email FormatsExamplePercentage
FLast@beacontrust.comJDoe@beacontrust.com
58%
First.Last@beacontrust.comJohn.Doe@beacontrust.com
32%
FirstLast@beacontrust.comJohnDoe@beacontrust.com
9%
LastFirst@beacontrust.comDoeJohn@beacontrust.com
1%

Frequently Asked Questions

Where is Beacon Trust's headquarters located?

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Beacon Trust's main headquarters is located at 163 Madison Avenue Morristown, New Jersey 07960 United States. The company has employees across 1 continents, including North America.

What is Beacon Trust's phone number?

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You can contact Beacon 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 Beacon Trust's stock symbol?

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Beacon Trust is a publicly traded company; the company's stock symbol is N/A.

What is Beacon Trust's official website and social media links?

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Beacon Trust's official website is beacontrust.com and has social profiles on LinkedIn.

How much revenue does Beacon Trust generate?

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As of February 2026, Beacon Trust's annual revenue is estimated to be $19M.

What is Beacon Trust's SIC code NAICS code?

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Beacon Trust's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Beacon Trust have currently?

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As of February 2026, Beacon Trust has approximately 117 employees across 1 continents, including North America. Key team members include Chief Executive Officer: C. R.Chief Growth Officer: A. V.Chief Technology Officer: E. T.. Explore Beacon Trust's employee directory with LeadIQ.

What industry does Beacon Trust belong to?

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Beacon Trust operates in the Investment Management industry.

What technology does Beacon Trust use?

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Beacon Trust's tech stack includes AdobeFactSetOpen GraphSalesforceWindows ServerDemandToolsX-Content-Type-OptionsX-UA-Compatible.

What is Beacon Trust's email format?

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Beacon Trust's email format typically follows the pattern of FLast@beacontrust.com. Find more Beacon Trust email formats with LeadIQ.

When was Beacon Trust founded?

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Beacon Trust was founded in 1988.

Beacon Trust

Investment ManagementNew Jersey, United States51-200 Employees

Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of experience, comprehensive solutions and personalized client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty.

Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful.

Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Trust and Estate Fiduciary, and access to Banking and Insurance Services.

Section iconCompany Overview

Headquarters
163 Madison Avenue Morristown, New Jersey 07960 United States
Phone number
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
Stock Symbol
N/A
NAICS Code
5239 - Other Financial Investment Activities
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Beacon Trust's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Beacon Trust's revenue is estimated to be in the range of $100M$250M

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