Insights

Strong Financial Position Greenleaf Trust reports a robust revenue range of 250 to 500 million dollars, indicating healthy financial stability and growth capacity, making it an attractive partner for financial technology solutions and investment services.

Expansion Initiatives The recent opening of a new office in Midland, Texas reflects strategic growth and market expansion, offering opportunities to provide location-specific financial products, local engagement platforms, and regional client acquisition tools.

Technology Adoption Utilizing diverse advanced tech such as DocuSign, Google Analytics, and FactSet suggests openness to digital transformation, creating opportunities for sales of secure security solutions, data analytics tools, and client management platforms.

Leadership Growth Key recent hires, including a new president and CEO as well as experienced trust officers, indicate ongoing leadership development, which can be leveraged to offer executive coaching, talent management software, and leadership development solutions.

Market Recognition Recognition as the number one 'Cool' firm within its size category enhances brand reputation, presenting opportunities to collaborate on branding, marketing, and employee engagement programs to further strengthen market positioning.

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?

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Greenleaf Trust's main headquarters is located at 211 South Rose Street, Kalamazoo, MI 49007, US. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Greenleaf Trust's phone number?

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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 stock symbol?

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Greenleaf Trust is a publicly traded company; the company's stock symbol is N/A.

What is Greenleaf Trust's official website and social media links?

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

What is Greenleaf Trust's SIC code NAICS code?

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Greenleaf Trust's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable NAICS code is 52 - Finance and Insurance.

How many employees does Greenleaf Trust have currently?

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As of October 2025, Greenleaf Trust has approximately 206 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Human Resources Officer: K. B.Chief Financial Officer: S. M.Chief Client Officer: D. R.. Explore Greenleaf Trust's employee directory with LeadIQ.

What industry does Greenleaf Trust belong to?

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Greenleaf Trust operates in the Financial Services industry.

What technology does Greenleaf Trust use?

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Greenleaf Trust's tech stack includes FactSetoEmbedjQueryDocuSignWindows 10PHPYoast SEOGoogle Analytics.

What is Greenleaf Trust's email format?

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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?

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Greenleaf Trust was founded in 1998.
Greenleaf Trust

Greenleaf Trust

Financial ServicesUnited 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, MI 49007, US
Phone number
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
Stock Symbol
N/A
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

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