Insights

Legacy Focus Target Covenant Trust's mission of comprehensive legacy planning and long-term stewardship to position offerings around high-trust fiduciary services, estate and charitable giving solutions, and endowment management for faith-based organizations and individuals.

Non-depository Advantage Leverage Covenant Trust's non-depository trust framework and regulatory alignment to propose independent trustee services, asset management, and fiduciary governance that complement church and ministry funding structures without deposits.

Leadership Transition With a new president appointed in 2023, pursue executive-level conversations on strategic partnerships, product expansion, and scalable service models that align with growth plans and client acquisition in financial services.

Tech Enablement Utilize existing technology stack (CRM, marketing automation, analytics, and digital platforms) to propose integrated client experience improvements, performance reporting, and digital stewardship tools for nonprofits and faith-based organizations.

Mid-Market Opportunity Position Covenant Trust as a trusted fiduciary partner for mid-sized foundations, churches, and ministry networks seeking transparent investment management and legacy planning, supported by a revenue profile and staff scale comparable to peer firms.

Similar companies to Covenant Trust

Covenant Trust Tech Stack

Covenant Trust uses 8 technology products and services including The Trade Desk, WordPress, Salesforce, and more. Explore Covenant Trust's tech stack below.

Covenant Trust's Email Address Formats

Covenant Trust uses at least 4 email formats:
Covenant Trust Email FormatsExamplePercentage
First@covenanttrust.comJohn@covenanttrust.com
63%
FLast@covenanttrust.comJDoe@covenanttrust.com
16%
Last@covenanttrust.comDoe@covenanttrust.com
12%
FirstLast@covenanttrust.comJohnDoe@covenanttrust.com
9%

Frequently Asked Questions

What is Covenant Trust's phone number?

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

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Covenant Trust's official website is covenanttrust.com and has social profiles on LinkedIn.

How much revenue does Covenant Trust generate?

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As of August 2026, Covenant Trust's annual revenue is estimated to be $50M - $100M.

What is Covenant Trust's NAICS code?

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

How many employees does Covenant Trust have currently?

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As of August 2026, Covenant Trust has approximately 64 employees across 1 continents, including North America. Key team members include Owner: F. C., Partner: L. K. and Marketing Account Manager: C. S. Explore Covenant Trust's employee directory with LeadIQ.

What industry does Covenant Trust belong to?

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Covenant Trust operates in the Financial Services industry.

What technology does Covenant Trust use?

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Covenant Trust's tech stack includes The Trade Desk, WordPress, Salesforce, Simpli.fi, Shopify, Mailchimp, HubSpot and Piwik.

What is Covenant Trust's email format?

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Covenant Trust's email format typically follows the pattern of First@covenanttrust.com. Find more Covenant Trust email formats with LeadIQ.

When was Covenant Trust founded?

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Covenant Trust was founded in 1988.
Covenant Trust logo

Covenant Trust

Financial ServicesIllinois, United States51-200 Employees

Covenant Trust Company is a non-depository trust company based in Chicago, Illinois. Chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking, it provides professional trustee services and asset management with a focus on legacy planning and comprehensive financial management for its clients.

Its client base includes individuals, charitable organizations, and ministries, both inside and outside The Evangelical Covenant Church. The company has shareholders including the Evangelical Covenant Church, Covenant Ministries of Benevolence, and North Park University, and it emphasizes stewardship and a long-term, prudent investment approach. A recent development is the appointment of Steve Klimkowski as president, effective July 1, 2023.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Covenant Trust's revenue is estimated to be in the range of $50M - $100M

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