Insights

Acquisition Benefit Potential cross-sell opportunities with Notre Dame Federal Credit Union following its acquisition of Mission Management & Trust Co., enabling referral partnerships for integrated fiduciary, trust, and custody services.

Niche Focus Specialized services in special needs trusts, conservatorships, delegated and directed trusts, and enhanced cash management present entry points for targeted financial planning firms, elder care providers, and nonprofit boards seeking fiduciary capabilities.

Growth Potential Mid-sized client base and revenue in the 10-25 million range suggest potential for scalable investment management and custody solutions, as well as expanded retirement plan and IRA services to mid-market families and organizations.

Leadership Moves Recent leadership addition as Vice President & Fiduciary Counsel signals openness to governance enhancements and compliance-focused selling points for financial institutions seeking strengthened fiduciary oversight.

Tech Modernization Current tech stack includes cloud and web tools; opportunity to propose modernization, security enhancements, and data analytics services to improve client reporting, compliance, and operational efficiency.

Mission Management & Trust Co. Tech Stack

Mission Management & Trust Co. uses 8 technology products and services including WordPress, jQuery, jQuery Migrate, and more. Explore Mission Management & Trust Co.'s tech stack below.

  • WordPress
    Content Management System
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Really Simple Discovery
    Miscellaneous
  • WP Engine
    Platform As A Service
  • MonsterInsights
    Web Platform Extensions
  • Essential Grid
    Web Tools And Plugins
  • AddToAny
    Widgets

Mission Management & Trust Co.'s Email Address Formats

Mission Management & Trust Co. uses at least 1 format(s):
Mission Management & Trust Co. Email FormatsExamplePercentage
First@missiontrust.comJohn@missiontrust.com
45%
First.Last@missiontrust.comJohn.Doe@missiontrust.com
20%
FirstLast@missiontrust.comJohnDoe@missiontrust.com
20%
FLast@missiontrust.comJDoe@missiontrust.com
15%

Frequently Asked Questions

What is Mission Management & Trust Co.'s phone number?

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You can contact Mission Management & Trust 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 Mission Management & Trust Co.'s official website and social media links?

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Mission Management & Trust Co.'s official website is missiontrust.com and has social profiles on LinkedIn.

How much revenue does Mission Management & Trust Co. generate?

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

What is Mission Management & Trust Co.'s SIC code NAICS code?

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Mission Management & Trust Co.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Mission Management & Trust Co. have currently?

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As of July 2026, Mission Management & Trust Co. has approximately 14 employees across 1 continents, including North America. Key team members include Vice President And Director, Operations: C. S.Office Manager And Executive Assistant: B. S.Manager: G. L.. Explore Mission Management & Trust Co.'s employee directory with LeadIQ.

What industry does Mission Management & Trust Co. belong to?

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Mission Management & Trust Co. operates in the Financial Services industry.

What technology does Mission Management & Trust Co. use?

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Mission Management & Trust Co.'s tech stack includes WordPressjQueryjQuery MigrateReally Simple DiscoveryWP EngineMonsterInsightsEssential GridAddToAny.

What is Mission Management & Trust Co.'s email format?

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Mission Management & Trust Co.'s email format typically follows the pattern of First@missiontrust.com. Find more Mission Management & Trust Co. email formats with LeadIQ.

When was Mission Management & Trust Co. founded?

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Mission Management & Trust Co. was founded in 1994.
Mission Management & Trust Co. logo

Mission Management & Trust Co.

Financial ServicesArizona, United States11-50 Employees

Mission Management & Trust Co. is an Arizona-chartered independent trust company operating in the financial services sector and based in Tucson. It provides trust, estate and fiduciary services, investment management, and securities custody, with specialty offerings such as special needs trusts, conservatorships, delegated and directed trusts, and enhanced cash management. Its client base includes families, retirement plans and IRAs, special needs or supplemental benefits trusts, religious and nonprofit organizations, and corporate and captive insurance assets.

Founded in 1994, Mission Trust is the oldest licensed trust company in Arizona and is part of the Notre Dame Federal Credit Union family. In February 2022, Notre Dame Federal Credit Union acquired Mission Trust, and in August 2022 the firm appointed Bridget O’Brien Swartz as Vice President and Fiduciary Counsel.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Mission Management & Trust Co.'s revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Mission Management & Trust Co.'s revenue is estimated to be in the range of $10M - $25M

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