Insights

Scale Opportunity Large potential for expanding advisory services to affluent individuals and families given current AUM of 2.5 billion; cross-sell estate planning, retirement plan administration, and philanthropic services to existing clients.

Nonprofit Growth Strong nonprofit and foundations focus creates cross-sell opportunities for endowment management, trust services, and SRI/ESG investing solutions tailored to donor-advised funds and charitable organizations.

ESG Advantage Recent pivot to Socially Responsible Investing and ESG portfolios can be leveraged to engage sustainability-minded institutions and high-net-worth clients seeking mission-aligned investment strategies.

Regional Footprint Multiple offices in Mishawaka, Elkhart, and Muncie present local cadence for targeted outreach, regional retirement plan administration sales, and on-site fiduciary services for businesses and nonprofits.

Technology Leap Current tech stack with Drupal/Joomla and modern analytics tools indicates capacity for enhanced digital onboarding, client portals, and data-driven advisory services to improve client acquisition and retention.

Indiana Trust Wealth Management Tech Stack

Indiana Trust Wealth Management uses 8 technology products and services including Drupal, Joomla, Open Graph, and more. Explore Indiana Trust Wealth Management's tech stack below.

Drupal

Content Management System

Joomla

Content Management System

Open Graph

Content Management System

Microsoft 365

Modernizr

Javascript Libraries

Google Tag Manager

Tag Management

X-Content-Type-Options

Web & Portal Technology

Nginx

Web Servers

Indiana Trust Wealth Management Email Formats	Example	Percentage
FLast@indtrust.com	JDoe@indtrust.com	95%
Last@indtrust.com	Doe@indtrust.com	5%

Indiana Trust Wealth Management Email Formats

Example

Percentage

FLast@indtrust.com

JDoe@indtrust.com

95%

Last@indtrust.com

Doe@indtrust.com

Frequently Asked Questions

What is Indiana Trust Wealth Management's phone number?

You can contact Indiana Trust Wealth Management's main corporate office by phone at

+1-574-271-****

. 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 Indiana Trust Wealth Management's official website and social media links?

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

How much revenue does Indiana Trust Wealth Management generate?

As of November 2026, Indiana Trust Wealth Management's annual revenue is estimated to be $50M - $100M.

What is Indiana Trust Wealth Management's NAICS code?

Indiana Trust Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Indiana Trust Wealth Management have currently?

As of November 2026, Indiana Trust Wealth Management has approximately 47 employees across 1 continents, including North America. Key team members include Vice President Trust Officer: G. J., Vice President And Wealth Advisor: J. H. and Vice President And Wealth Advisor: S. C. Explore Indiana Trust Wealth Management's employee directory with LeadIQ.

What industry does Indiana Trust Wealth Management belong to?

Indiana Trust Wealth Management operates in the Financial Services industry.

What technology does Indiana Trust Wealth Management use?

Indiana Trust Wealth Management's tech stack includes Drupal, Joomla, Open Graph, Microsoft 365, Modernizr, Google Tag Manager, X-Content-Type-Options and Nginx.

What is Indiana Trust Wealth Management's email format?

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

When was Indiana Trust Wealth Management founded?

Indiana Trust Wealth Management was founded in 1988.

Indiana Trust Wealth Management

Q: What technology does Indiana Trust Wealth Management use?

Indiana Trust Wealth Management's tech stack includes Adobe Fonts, Open Graph, Google Analytics, Network Solutions, Cloudflare Bot Management.

Q: What is Indiana Trust Wealth Management's NAICS code?

Indiana Trust Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesIndiana, United States11-50 Employees

Indiana Trust Wealth Management provides wealth management services for individuals and families, along with qualified retirement plan administration and services for nonprofit organizations and foundations. Its capabilities include investment management, financial planning, trust and estate administration, estate settlement, individual retirement planning, IRA rollovers, and employee benefit plan administration. Chartered in 1988 as the first independent trust company in Indiana, the firm manages about $2.5 billion in assets and operates from Mishawaka, with additional offices in Elkhart and Muncie. The company serves a client base that includes individuals, families, retirement plans, and nonprofit entities, offering guidance under a fiduciary standard and multigenerational stewardship. It has expanded its offerings to include Socially Responsible Investing and ESG portfolios, aligning investment strategies with environmental and social priorities.

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