Insights

Local Banking Niche Established community-focused bank with multiple Southwest Florida offices, suggesting opportunities for localized financial services partnerships, targeted regional outreach, and collaboration on community programs.

Small to Mid Market Employee range 51-200 and revenue under 10M indicate a mid-sized institution that may seek scalable technology, outsourced services, and cost-effective solutions tailored to regional banks.

Real Estate Focus Specialization in commercial real estate and home mortgage lending points to cross-sell potential for real estate tech, loan origination enhancements, appraisal/data services, and mortgage workflow solutions.

Trust and Wealth In-house trust and investment management division presents opportunities for integration with fintech platforms, portfolio analytics tools, and secure custody or advisory tech partnerships.

Growth Potential Presence in multiple counties with loan production offices signals growth ambitions and demand for scalable IT infrastructure, security solutions, regulatory compliance support, and customer acquisition channels.

Similar companies to Charlotte State Bank & Trust

Charlotte State Bank & Trust's Email Address Formats

Charlotte State Bank & Trust uses at least 5 email formats:
Charlotte State Bank & Trust Email FormatsExamplePercentage
FLast@charlottestatebank.comJDoe@charlottestatebank.com
92%
First@charlottestatebank.comJohn@charlottestatebank.com
3%
FirstLast@charlottestatebank.comJohnDoe@charlottestatebank.com
3%
F.Last@charlottestatebank.comJ.Doe@charlottestatebank.com
2%
FLast@charlottestatebankandtrust.comJDoe@charlottestatebankandtrust.com
100%

Frequently Asked Questions

What is Charlotte State Bank & Trust's phone number?

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You can contact Charlotte State Bank & 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 Charlotte State Bank & Trust's official website and social media links?

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Charlotte State Bank & Trust's official website is charlottestatebankandtrust.com and has social profiles on LinkedIn.

How much revenue does Charlotte State Bank & Trust generate?

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As of July 2026, Charlotte State Bank & Trust's annual revenue is estimated to be $1M - $10M.

What is Charlotte State Bank & Trust's SIC code and NAICS code?

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Charlotte State Bank & Trust's SIC code is 6029 - Commercial Banks, Not Elsewhere Classified and NAICS code is 52211 - Commercial Banking.

How many employees does Charlotte State Bank & Trust have currently?

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As of July 2026, Charlotte State Bank & Trust has approximately 52 employees across 1 continents, including North America. Key team members include Chief Marketing Officer: B. J., Vice President Controller: E. D. and Vice President Investment Advisor Representative: J. G. Explore Charlotte State Bank & Trust's employee directory with LeadIQ.

What industry does Charlotte State Bank & Trust belong to?

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Charlotte State Bank & Trust operates in the Banking industry.

What is Charlotte State Bank & Trust's email format?

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Charlotte State Bank & Trust's email format typically follows the pattern of FLast@charlottestatebank.com. Find more Charlotte State Bank & Trust email formats with LeadIQ.

When was Charlotte State Bank & Trust founded?

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Charlotte State Bank & Trust was founded in 1987.
Charlotte State Bank & Trust logo

Charlotte State Bank & Trust

BankingFlorida, United States51-200 Employees

Charlotte State Bank & Trust is a community-focused banking institution serving Southwest Florida from its base in Port Charlotte. Established in 1987 and nicknamed the Hometown Bank, it provides a range of financial services to individuals, businesses, and institutions through full-service offices in several Southwest Florida communities, alongside loan production offices in Collier and Lee counties and a Tampa trust and investment management office. The bank emphasizes specialists in commercial real estate and home mortgage lending, complemented by a locally staffed trust division that offers personalized investment management services. As a member of FDIC and an Equal Housing Lender, it positions itself within the regional banking landscape by combining traditional banking with trust and investment capabilities to support local financial needs.

Section iconCompany Overview

Phone number
SIC Code
6029 - Commercial Banks, Not Elsewhere Classified
NAICS Code
52211 - Commercial Banking
Founded
1987
Employees
51-200

Section iconFunding & Financials

  • $1M - $10M

    Charlotte State Bank & Trust's revenue is estimated to be in the range of $1M - $10M

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