Strong Client Base Madison Trust Company serves over 20,000 clients across all 50 states, indicating a broad geographic reach and a diverse customer base which presents opportunities for targeted cross-selling and expanding service offerings.

Niche Investment Focus Specializing in self-directed IRAs for alternative assets such as real estate, private placements, and precious metals positions Madison Trust as an ideal partner for clients seeking to diversify retirement portfolios outside traditional Wall Street investments.

Growing Assets Under Custody With over 4 billion dollars in assets under custody, Madison Trust demonstrates solid growth potential, making it attractive for financial technology providers and service vendors aiming to support custodial and asset management operations.

Brand Recognition Holding an A+ Better Business Bureau rating and being the highest-rated custodian industry-wide, Madison Trust offers credibility and trustworthiness, making it an appealing prospect for service enhancements or technology integrations aimed at customer satisfaction.

Technology Stack Utilization Utilizing tools like Google Analytics, Calendly, and Yoast SEO indicates openness to digital growth and process optimization, presenting opportunities for offering advanced marketing solutions, client engagement platforms, or operational efficiencies to support their expansion efforts.