Insights

Strong Financial Position Greenleaf Trust has a robust revenue range of 250 to 500 million dollars, indicating substantial financial stability and scalability potential for premium financial technology solutions or high-value service providers.

Expanding Presence Recent expansion into Midland, Texas, and the addition of new key personnel demonstrates growth initiatives and openness to new markets, providing opportunities for localized marketing, regional partnerships, and tailored service offerings.

Technology Adoption Greenleaf utilizes a mix of advanced tools such as DocuSign, Google Analytics, and FactSet, highlighting a tech-savvy organization that could benefit from innovative fintech integrations and data security solutions.

Leadership Developments The recent hiring of a new president, CEO, and key roles like trust officers and systems specialists underscores a focus on leadership and operational excellence, presenting chances to provide executive-level consulting, training, or sophisticated management platforms.

Recognition & Branding Greenleaf’s recognition as the top 'Cool' firm within its category signals a strong employer brand and reputation, an opportunity for branding agencies or employee engagement solutions to enhance their services or explore partnerships.

Greenleaf Trust Tech Stack

Greenleaf Trust uses 8 technology products and services including FactSet, oEmbed, jQuery, and more. Explore Greenleaf Trust's tech stack below.

  • FactSet
    Business Intelligence
  • oEmbed
    Dev Tools
  • jQuery
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Windows 10
    Operating Systems
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google Analytics
    Web Analytics

Media & News

Greenleaf Trust's Email Address Formats

Greenleaf Trust uses at least 1 format(s):
Greenleaf Trust Email FormatsExamplePercentage
FLast@greenleaftrust.comJDoe@greenleaftrust.com
91%
Last@greenleaftrust.comDoe@greenleaftrust.com
6%
FirstLast@greenleaftrust.comJohnDoe@greenleaftrust.com
2%
First@greenleaftrust.comJohn@greenleaftrust.com
1%

Frequently Asked Questions

Where is Greenleaf Trust's headquarters located?

Minus sign iconPlus sign icon
Greenleaf Trust's main headquarters is located at 211 South Rose Street Kalamazoo, Michigan 49007 United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Greenleaf Trust's phone number?

Minus sign iconPlus sign icon
You can contact Greenleaf 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 Greenleaf Trust's official website and social media links?

Minus sign iconPlus sign icon
Greenleaf Trust's official website is greenleaftrust.com and has social profiles on LinkedInCrunchbase.

What is Greenleaf Trust's NAICS code?

Minus sign iconPlus sign icon
Greenleaf Trust's NAICS code is 52 - Finance and Insurance.

How many employees does Greenleaf Trust have currently?

Minus sign iconPlus sign icon
As of April 2026, Greenleaf Trust has approximately 204 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: M. O.Chief Human Resources Officer: K. B.Chief Financial Officer: S. M.. Explore Greenleaf Trust's employee directory with LeadIQ.

What industry does Greenleaf Trust belong to?

Minus sign iconPlus sign icon
Greenleaf Trust operates in the Financial Services industry.

What technology does Greenleaf Trust use?

Minus sign iconPlus sign icon
Greenleaf Trust's tech stack includes FactSetoEmbedjQueryDocuSignWindows 10PHPYoast SEOGoogle Analytics.

What is Greenleaf Trust's email format?

Minus sign iconPlus sign icon
Greenleaf Trust's email format typically follows the pattern of FLast@greenleaftrust.com. Find more Greenleaf Trust email formats with LeadIQ.

When was Greenleaf Trust founded?

Minus sign iconPlus sign icon
Greenleaf Trust was founded in 1998.

Greenleaf Trust

Financial ServicesMichigan, United States201-500 Employees

At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are a comprehensive wealth management firm with specialized disciplines in goals-based wealth management, trust administration and retirement plan services. As a privately held and managed trust-only bank, our independence frees us from conflicts of interest and ensures that our clients’ best interests are at the center of everything we do. With nearly 200 employees, we are client-aligned and talent-driven and adhere to the highest standards of fiduciary excellence.

Section iconCompany Overview

Headquarters
211 South Rose Street Kalamazoo, Michigan 49007 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    Greenleaf Trust's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    Greenleaf Trust's revenue is estimated to be in the range of $250M$500M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.