Insights

Strong Market Position With an established revenue range of 100 million to 250 million and a sizable employee base of up to 200, Florida Trust Wealth Management demonstrates solid financial health and operational capacity, presenting opportunities for premium wealth management solutions and value-added services.

Growth and Expansion Recent acquisitions of significant stakes in companies like Home Depot, Abbott Laboratories, and CBRE indicate active investment strategies and a focus on diversified asset classes, which could benefit from tailored investment technology platforms or advanced analytics tools.

Client-Centric Approach The company emphasizes personalized wealth management and community engagement, making it a prime candidate for solutions that enhance client experience, such as CRM enhancements, client engagement platforms, or philanthropic management tools.

Recognition and Talent Recognition as one of Southwest Florida’s Best Places to Work coupled with strategic hiring, including CFA and CFP professionals, suggests a focus on high-caliber talent, providing opportunities for talent management software or executive training solutions.

Digital and Compliance Readiness Utilizing platforms like Salesforce Marketing Cloud and DocuSign highlights an openness to digital tools; this presents a door to further advanced compliance, digital onboarding, or marketing automation solutions to streamline operations.

Florida Trust Wealth Management Tech Stack

Florida Trust Wealth Management uses 3 technology products and services including Salesforce Marketing Cloud Account Engagement, DocuSign, GoDaddy, and more. Explore Florida Trust Wealth Management's tech stack below.

  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • DocuSign
    Miscellaneous
  • GoDaddy
    Web Hosting

Media & News

Florida Trust Wealth Management's Email Address Formats

Florida Trust Wealth Management uses at least 2 format(s):
Florida Trust Wealth Management Email FormatsExamplePercentage
FLast@sancaptrustco.comJDoe@sancaptrustco.com
100%

Frequently Asked Questions

What is Florida Trust Wealth Management's phone number?

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You can contact Florida Trust Wealth Management'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 Florida Trust Wealth Management's official website and social media links?

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Florida Trust Wealth Management's official website is floridatrust.com and has social profiles on LinkedIn.

What is Florida Trust Wealth Management's NAICS code?

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Florida Trust Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Florida Trust Wealth Management have currently?

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As of December 2025, Florida Trust Wealth Management has approximately 64 employees across 1 continents, including North America. Key team members include Chief Executive Officer: T. I.Chief Operating Officer: I. B.Chief Investment Officer: A. V.. Explore Florida Trust Wealth Management's employee directory with LeadIQ.

What industry does Florida Trust Wealth Management belong to?

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Florida Trust Wealth Management operates in the Investment Management industry.

What technology does Florida Trust Wealth Management use?

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Florida Trust Wealth Management's tech stack includes Salesforce Marketing Cloud Account EngagementDocuSignGoDaddy.

What is Florida Trust Wealth Management's email format?

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Florida Trust Wealth Management's email format typically follows the pattern of FLast@sancaptrustco.com. Find more Florida Trust Wealth Management email formats with LeadIQ.

When was Florida Trust Wealth Management founded?

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Florida Trust Wealth Management was founded in 2001.

Florida Trust Wealth Management

Investment ManagementFlorida, United States51-200 Employees

The Sanibel Captiva Trust Company and its divisions of The Naples Trust Company and Tampa Bay Trust Company have unified under one new name – Florida Trust Wealth Management. Only our name has changed. We took this opportunity to honor our history, while acknowledging who we are today and plan for our long future in Florida. “With the name, Florida Trust Wealth Management, the company now represents all the communities we serve,” said Al Hanser, Founder and Chairman. “It’s a new era in our company, and we’re excited to see what the next 25 years will bring.”

Our Mission it to advise and care for our clients and their families by providing individualized wealth management through life’s transitions. We strive to inspire trust, confidence and a sense of community among those we serve. Our Mission keeps us focused on what is most important –individuals, families, foundations and business owners with missions of their own. Founded in 2001, The Sanibel Captiva Trust Company was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families’ assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2001
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

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

Section iconFunding & Financials

  • $100M$250M

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

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