Large Client Base Madison Trust serves over 20,000 clients across all 50 states, indicating a broad national reach and a diverse customer base that could benefit from tailored investment solutions and expanded partnership opportunities.

Strong Market Position With assets under custody exceeding 5.5 billion dollars and an industry-leading reputation reflected by an A+ BBB rating, Madison Trust demonstrates financial stability and credibility, making it an attractive partner for complementary service providers and technology integrations.

Focus on Alternative Investments Specializing in self-directed IRAs with an emphasis on alternative assets such as real estate and private placements offers opportunities to appeal to clients seeking diversification, giving sales teams a chance to cross-sell related financial products and advisory services.

Growth Campaigns and Initiatives Madison Trust actively launches campaigns like the 'Let’s help fund managers increase AUM,' indicating openness to collaborating with fund managers and increasing assets under management, which presents potential partnership and co-marketing opportunities.

Technology Adoption Utilizing a robust tech stack including tools like Microsoft Azure, Google Analytics, and social media pixels suggests they prioritize digital engagement and data-driven strategies, creating opportunities to offer innovative technology solutions and integrations that enhance client experience.