Large AUM growth Madison Trust manages over $6.5B in assets under custody and serves more than 20,000 clients nationwide, indicating strong market demand for alternative asset custody solutions and ample cross-sell opportunities to existing clients, especially in real estate, private placements, promissory notes, and precious metals.

Alternative assets focus As a full-service Self-Directed IRA custodian with emphasis on non-Wall Street investments, there are sales opportunities with fund managers and high-net-worth individuals seeking diversification into real estate, private placements, and other alternative assets.

Strong customer base A+ BBB rating and nationwide reach (50 states) combined with a high service standard positions Madison Trust as a trusted partner for financial advisors and wealth managers looking to onboard clients seeking self-directed retirement solutions.

Digital engagement Existing tech stack including Salesforce Marketing Cloud, Mautic, and Azure suggests readiness for targeted digital campaigns; there are opportunities to expand lifecycle messaging, advisory onboarding, and manager-facing campaigns to drive AUM growth.

Expansion potential Annual revenue in the mid-range tens of millions and an ongoing 2018 regional campaign indicate opportunities to partner with fund managers and advisory firms to scale assets under management through strategic marketing and co-branded initiatives.