What is Genesee Valley Trust Co.'s NAICS code?

Genesee Valley Trust Co.'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Premium clientele Target mid-sized institutions and family offices in need of personalized, risk-sensitive wealth management and fiduciary services; potential cross-sell of tax-efficient investment strategies to not-for-profit organizations and businesses served by Genesee Valley Trust Co.

Local focus Leverage regional presence and personalized service to win business from nearby banks and financial services firms seeking a trusted partner for wealth management solutions and high-touch client engagement.

Tech advantages Highlight use of modern tech stack including Office 365, analytics, and secure web practices as a differentiator for efficiency, client portals, and secure communications to modernize client onboarding and reporting.

Growth potential Revenue in the mid-range suggests mid-market opportunity; pursue growth through strategic partnerships with local businesses, philanthropies, and professional services firms needing tailored investment and fiduciary services.

Competitive positioning Position GVT as aBoutique yet capable alternative to larger banks by emphasizing personalized service, fiduciary expertise, and tax-efficient strategies to attract clients seeking bespoke wealth-management solutions.

Similar companies to Genesee Valley Trust Co.

Genesee Valley Trust Co. Tech Stack

Genesee Valley Trust Co. uses 8 technology products and services including jQuery, Cisco, Office 365, and more. Explore Genesee Valley Trust Co.'s tech stack below.

jQuery
Javascript Libraries
Cisco
Network Hardware
Office 365
Office Suites
Windows Server
Operating Systems
HSTS
Security
X-XSS-Protection
Security
X-Content-Type-Options
Web & Portal Technology
Google Analytics
Web Analytics

Genesee Valley Trust Co.'s Email Address Formats

Genesee Valley Trust Co. uses at least 1 format(s):

Genesee Valley Trust Co. Email Formats	Example	Percentage
FL@geneseevalleytrust.com	JD@geneseevalleytrust.com	57%
FLast@geneseevalleytrust.com	JDoe@geneseevalleytrust.com	29%
First.Last@geneseevalleytrust.com	John.Doe@geneseevalleytrust.com	14%

Frequently Asked Questions

What is Genesee Valley Trust Co.'s phone number?

You can contact Genesee Valley Trust Co.'s main corporate office by phone at

+1-585-586-****

. 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 Genesee Valley Trust Co.'s official website and social media links?

Genesee Valley Trust Co.'s official website is geneseevalleytrust.com and has social profiles on LinkedIn.

How much revenue does Genesee Valley Trust Co. generate?

As of July 2026, Genesee Valley Trust Co.'s annual revenue is estimated to be $10M - $25M.

What is Genesee Valley Trust Co.'s SIC code NAICS code?

Genesee Valley Trust Co.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Genesee Valley Trust Co. have currently?

As of July 2026, Genesee Valley Trust Co. has approximately 11 employees across 1 continents, including North America. Key team members include Vice President And Investment Officer And Client Consultant: M. C.Client Services Associate: B. R.Client Services Associate: M. D. A.. Explore Genesee Valley Trust Co.'s employee directory with LeadIQ.

What industry does Genesee Valley Trust Co. belong to?

Genesee Valley Trust Co. operates in the Investment Management industry.

What technology does Genesee Valley Trust Co. use?

Genesee Valley Trust Co.'s tech stack includes jQueryCiscoOffice 365Windows ServerHSTSX-XSS-ProtectionX-Content-Type-OptionsGoogle Analytics.

What is Genesee Valley Trust Co.'s email format?

Genesee Valley Trust Co.'s email format typically follows the pattern of FL@geneseevalleytrust.com. Find more Genesee Valley Trust Co. email formats with LeadIQ.

Genesee Valley Trust Co.

Q: How many employees does Genesee Valley Trust Co. have currently?

Genesee Valley Trust Co. has approximately 11 employees.

Q: What technology does Genesee Valley Trust Co. use?

Genesee Valley Trust Co.'s tech stack includes SWFObject, X-Content-Type-Options, Microsoft ASP.NET, Amazon Web Services, Office 365.

Investment ManagementNew York, United States11-50 Employees

Genesee Valley Trust Co. is an investment management firm based at 1221 Pittsford Victor Road, Pittsford, New York 14534, United States. It serves individuals, families, businesses, and not-for-profit organizations with customized investment solutions and a high level of personal service. Since 1994, GVT has pursued a client-partnership approach, offering personalized, risk-sensitive, tax-efficient investment and fiduciary services designed to preserve and grow client wealth. The company employs 11 to 50 professionals and maintains its operations through its website at geneseevalleytrust.com. Reported annual revenue is in the range of $10 million to $25 million.