Insights

Strong Market Presence Investors' Security Trust serves high-net-worth individuals, families, and foundations in Southwest Florida, positioning itself as a trusted local leader in wealth management with a personalized approach.

Recognition and Acquisition The company has been recognized as the 2018 Best Financial Advisory Firm and was acquired by First Busey Corp in 2019, indicating interest from larger institutions potentially seeking to expand or partner in wealth management services.

Revenue and Growth Potential With an estimated revenue between $10 million and $25 million and a modest team size, the firm demonstrates a growth opportunity for customized financial product offerings and scalable solutions tailored to boutique firms with a personalized touch.

Technology Utilization The company employs a range of digital tools including AMP, Chart.js, and Facebook Pixel, suggesting openness to adopting innovative technology for client engagement and service improvement, ideal for tech-driven sales solutions.

Market Positioning Opportunities Targeting similar small to mid-sized firms or leveraging the firm's emphasis on independence and trust, advanced CRM or client management solutions could enhance their ability to maintain long-lasting relationships while expanding their service capabilities.

Investors' Security Trust Company Tech Stack

Investors' Security Trust Company uses 8 technology products and services including Facebook Pixel, Google Fonts API, Font Awesome, and more. Explore Investors' Security Trust Company's tech stack below.

  • Facebook Pixel
    Analytics
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • AMP
    Javascript Frameworks
  • Chart.js
    Javascript Graphics
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks

Investors' Security Trust Company's Email Address Formats

Investors' Security Trust Company uses at least 1 format(s):
Investors' Security Trust Company Email FormatsExamplePercentage
FLast@allabouttrust.comJDoe@allabouttrust.com
56%
First.Last@allabouttrust.comJohn.Doe@allabouttrust.com
22%
FirstLast@allabouttrust.comJohnDoe@allabouttrust.com
11%
LastFi@allabouttrust.comDoeJo@allabouttrust.com
11%

Frequently Asked Questions

What is Investors' Security Trust Company's phone number?

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You can contact Investors' Security Trust Company'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 Investors' Security Trust Company's official website and social media links?

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Investors' Security Trust Company's official website is allabouttrust.com and has social profiles on LinkedIn.

How much revenue does Investors' Security Trust Company generate?

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As of December 2025, Investors' Security Trust Company's annual revenue is estimated to be $3.1M.

What is Investors' Security Trust Company's SIC code NAICS code?

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Investors' Security Trust Company's SIC code is 6022 - State Commercial Banks NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Investors' Security Trust Company have currently?

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As of December 2025, Investors' Security Trust Company has approximately 11 employees across 2 continents, including North AmericaEurope. Key team members include Owner: C. I.Avp, Building Manager & Executive Assistant: P. B.Executive Vice President & Sr. Trust Officer: C. G.. Explore Investors' Security Trust Company's employee directory with LeadIQ.

What industry does Investors' Security Trust Company belong to?

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Investors' Security Trust Company operates in the Investment Management industry.

What technology does Investors' Security Trust Company use?

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Investors' Security Trust Company's tech stack includes Facebook PixelGoogle Fonts APIFont AwesomeTwemojiAMPChart.jsPHPBootstrap.

What is Investors' Security Trust Company's email format?

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Investors' Security Trust Company's email format typically follows the pattern of FLast@allabouttrust.com. Find more Investors' Security Trust Company email formats with LeadIQ.

Investors' Security Trust Company

Investment ManagementFlorida, United States11-50 Employees

Investors’ Security Trust is the premier provider of investment, trust and estate management services in Southwest Florida. Since 2004, we have helped individuals, families, companies and foundations accumulate, preserve and transfer their wealth. We build long-lasting relationships by providing extraordinary service and expert advice, and by keeping our clients’ best interests in mind at all times. Investors' Security Trust has a long-term goal of remaining independent, providing the highest level of consistency in both staff and service levels and fostering relationships that span multiple generations of our clients’ families. Unburdened by corporate incentives and performance quotas, we will simply be an objective provider of wealth management services. We’re all about trust; we’re all about you.

Section iconCompany Overview

Phone number
SIC Code
6022 - State Commercial Banks
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Investors' Security Trust Company's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Investors' Security Trust Company's revenue is estimated to be in the range of $10M$25M

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