Strong Market Presence Mainstar Trust is one of the largest self-directed custody providers in the US, managing over 120,000 customers and $8.5 billion in assets, indicating significant market share and potential for growth services.
Established Reputation With a history dating back to 1978 and a reputation for exceptional customer service, Mainstar Trust demonstrates stability and reliability, making it an attractive partner for value-added fintech or service solutions.
Growth Potential Operating within a competitive segment alongside companies like Equity Trust, with revenue estimates between $10M and $25M, suggests opportunities to offer scalable financial technologies or client engagement tools.
Tech Infrastructure Utilization of a modern tech stack including cloud services and analytics tools indicates openness to adopting innovative technology solutions to enhance operational efficiency and customer experience.
Target Customer Base Mainstar’s focus on self-directed retirement accounts positions it well for partnerships providing compliance, security, or specialized financial management solutions tailored to retirement planning.