Insights

Strong Asset Base Kanaly Trust manages approximately $2 billion in assets and oversees estate trusts exceeding $2.5 billion, indicating significant wealth management opportunities and a client base with substantial assets ripe for tailored financial solutions.

Established Independence As an independent firm free from banking or corporate affiliations and not promoting specific products, Kanaly Trust values objective advice, creating an opening to offer unbiased financial technology, reporting tools, or consulting services that align with its client-centric approach.

Recent Mergers The company's merger with Mercer Advisors in 2016 and subsequent expansion initiatives suggest a strategic openness to partnership, which could facilitate collaborative offerings in financial planning, estate management, or M&A advisory services.

Digital Engagement With a modern tech stack including WordPress, Google Analytics, and marketing platforms like Mailchimp, there is a platform for advanced digital marketing or client engagement solutions to enhance client outreach and service personalization.

Market Positioning Competing with larger firms like Mercer Advisors and Mission Wealth, Kanaly Trust represents an opportunity to introduce scalable financial technology or wealth management solutions tailored for mid-sized, independent firms focused on personalized service.

Kanaly Trust Company Tech Stack

Kanaly Trust Company uses 8 technology products and services including WordPress, Mailchimp, Google Fonts API, and more. Explore Kanaly Trust Company's tech stack below.

  • WordPress
    Content Management System
  • Mailchimp
    Email
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Select2
    Javascript Libraries
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics

Kanaly Trust Company's Email Address Formats

Kanaly Trust Company uses at least 1 format(s):
Kanaly Trust Company Email FormatsExamplePercentage
FLast@kanaly.comJDoe@kanaly.com
50%
FLast@kanaly.comJDoe@kanaly.com
50%

Frequently Asked Questions

Where is Kanaly Trust Company's headquarters located?

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Kanaly Trust Company's main headquarters is located at 5555 San Felipe, Suite 200. The company has employees across 1 continents, including North America.

What is Kanaly Trust Company's phone number?

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You can contact Kanaly 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 Kanaly Trust Company's stock symbol?

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

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

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Kanaly Trust Company's official website is kanaly.com and has social profiles on LinkedIn.

How much revenue does Kanaly Trust Company generate?

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As of December 2025, Kanaly Trust Company's annual revenue is estimated to be $606K.

What is Kanaly Trust Company's SIC code NAICS code?

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

How many employees does Kanaly Trust Company have currently?

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As of December 2025, Kanaly Trust Company has approximately 51 employees across 1 continents, including North America. Key team members include Vice President And Manager Of Investment Services: D. T.Vice President And Relationship Manager: K. K.Vice President & Controller: T. H.. Explore Kanaly Trust Company's employee directory with LeadIQ.

What industry does Kanaly Trust Company belong to?

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Kanaly Trust Company operates in the Financial Services industry.

What technology does Kanaly Trust Company use?

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Kanaly Trust Company's tech stack includes WordPressMailchimpGoogle Fonts APIFont AwesomejQuery UISelect2BootstrapGoogle Analytics.

What is Kanaly Trust Company's email format?

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

When was Kanaly Trust Company founded?

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Kanaly Trust Company was founded in 1975.

Kanaly Trust Company

Financial ServicesTexas, United States51-200 Employees

E. Deane Kanaly created Kanaly Trust in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw many successful people make a very good living. He also saw these friends, clients and business associates miss opportunities to make the most of their wealth due to lack of time, interest or knowledge. He wanted to develop a vehicle to provide comprehensive, objective financial guidance to these successful colleagues early in their lives. He hoped to help them capitalize on their wealth and therefore truly enjoy it. 
 
The purpose of Kanaly Trust is to provide you personal assistance in the planning and management of your financial affairs. This enables you to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting your needs solely in your best interest. 
 
Today, Deane's original vision still endures at Kanaly Trust. The company now employs over 50 associates in Houston and manages approximately $2 billion in assets. In addition to asset management, Kanaly Trust provides complete financial planning and trust/estate services to families, individuals and estates. The company serves as trustee or executor for estates totaling more than $2.5 billion and works closely with clients worldwide. The firm is independent of any banking or corporate relationships and does not promote specific financial products or services.

Investment Disclaimer
The information provided on this website represents Kanaly’s broad investment-related views on the date articles are published. Investment return information represents past performance and is not necessarily indicative of future results. Please contact your Kanaly professional to discuss any specific details of your account.

The opinions expressed on this site by others are their own and do not necessarily represent the views of Kanaly Trust, LTA.

Section iconCompany Overview

Headquarters
5555 San Felipe, Suite 200
Phone number
Website
kanaly.com
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
1975
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Kanaly Trust Company's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Kanaly Trust Company's revenue is estimated to be in the range of $25M$50M

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