Insights

Ultra‑HNW Coordination Trove serves ultra-high-net-worth families and privately held businesses as an independent, fee‑only family office, presenting an opportunity to position additional services around personal CFO functions, family governance, and coordinated advisor engagement.

Conflict‑Free Solutions The firm emphasizes conflict‑free, best‑interest management with no investment sales, suggesting a sales angle around independent custody alternatives, fiduciary oversight, and holistic advisory platforms that avoid product biases.

Integrated Brand Reach Trove consolidates multiple legacy brands (Maestro Financial Solutions, Martin DeCruze & Co., Cornerstone Family Office, JDJ Family Office Services), signaling potential for cross‑sell of scalable family office services and back‑office efficiencies to similar client cohorts.

Tech‑Enabled Efficiency Technology stack includes WordPress, Salesforce, Kanata, and other tools to support client reporting and coordination, signaling opportunities for enhanced digital client portals, data analytics, and automated reporting solutions tailored to family offices.

Growth Readiness Revenue is in the multi‑million range with a lean team, indicating readiness for scalable outsourced back‑office, compliance, tax, and private client services partnerships that can support growth without a large headcount increase.

Martin DeCruze & Co. Tech Stack

Martin DeCruze & Co. uses 8 technology products and services including Open Graph, Salesforce, jQuery, and more. Explore Martin DeCruze & Co.'s tech stack below.

  • Open Graph
    Content Management System
  • Salesforce
    Customer Relationship Management
  • jQuery
    Javascript Libraries
  • Kantata
    Sales
  • 1Password
    Security
  • Google Tag Manager
    Tag Management
  • HTTP/3
    Web & Portal Technology
  • Gravity Forms
    Web Platform Extensions

Martin DeCruze & Co.'s Email Address Formats

Martin DeCruze & Co. uses at least 2 format(s):
Martin DeCruze & Co. Email FormatsExamplePercentage
FLast@mdcocpa.comJDoe@mdcocpa.com
82%
Last@mdcocpa.comDoe@mdcocpa.com
11%
FMiddleLast@mdcocpa.comJMichaelDoe@mdcocpa.com
3%
First.Last@mdcocpa.comJohn.Doe@mdcocpa.com
4%
First.Last@trove.netJohn.Doe@trove.net
100%

Frequently Asked Questions

What is Martin DeCruze & Co.'s phone number?

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You can contact Martin DeCruze & Co.'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 Martin DeCruze & Co.'s official website and social media links?

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Martin DeCruze & Co.'s official website is trove.net and has social profiles on LinkedIn.

How much revenue does Martin DeCruze & Co. generate?

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As of July 2026, Martin DeCruze & Co.'s annual revenue is estimated to be $10M - $25M.

What is Martin DeCruze & Co.'s SIC code NAICS code?

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Martin DeCruze & Co.'s SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Martin DeCruze & Co. have currently?

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As of July 2026, Martin DeCruze & Co. has approximately 9 employees across 1 continents, including North America. Key team members include Project Engineer: J. D. R.Tax Accountant: N. G.. Explore Martin DeCruze & Co.'s employee directory with LeadIQ.

What industry does Martin DeCruze & Co. belong to?

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Martin DeCruze & Co. operates in the Financial Services industry.

What technology does Martin DeCruze & Co. use?

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Martin DeCruze & Co.'s tech stack includes Open GraphSalesforcejQueryKantata1PasswordGoogle Tag ManagerHTTP/3Gravity Forms.

What is Martin DeCruze & Co.'s email format?

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Martin DeCruze & Co.'s email format typically follows the pattern of FLast@mdcocpa.com. Find more Martin DeCruze & Co. email formats with LeadIQ.

When was Martin DeCruze & Co. founded?

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Martin DeCruze & Co. was founded in 2001.
Martin DeCruze & Co. logo

Martin DeCruze & Co.

Financial ServicesConnecticut, United States2-10 Employees

Martin DeCruze & Co. is a small financial services firm based in Stamford, Connecticut, that contributes to the Trove family office platform. Trove operates as an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses, refraining from investment management or selling products. Instead, it provides a coordinated suite of services—financial operations, family solutions, and tax work—that function as a personal CFO for the family. The Trove brand reflects the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services.

The organization works with a family’s advisor team to identify gaps, establish checks and balances, and deliver conflict-free solutions so families can focus on core priorities. Its client base comprises ultra-high-net-worth families and privately held businesses seeking objective, holistic coordination of their financial life cycle. As a small professional team, the firm emphasizes service and coordination rather than product sales or active investment management. The Trove platform operates through trove.net, aligning with a redefined approach to the family office model.

Section iconCompany Overview

Phone number
Website
trove.net
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Martin DeCruze & Co.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Martin DeCruze & Co.'s revenue is estimated to be in the range of $10M - $25M

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