Insights

Strategic partnerships Opportunity to leverage Next Generation Trust Company’s growing network of partnerships with Stairway Invest LLC, ETZ inc., and iTrust Capital to cross-sell self-directed IRA services, custody, and crypto-enabled account options to partner ecosystems and their clients.

Crypto enablement Interest in enabling cryptocurrency investments within self-directed IRAs positions the firm for targeted outreach to crypto-focused investors and advisors seeking compliant custody, enabling co-marketing around crypto onboarding and educational content.

Global reach Global client base via online platform suggests scalable prospecting to international high-net-worth individuals and professional advisers seeking self-directed retirement solutions with custody, administration, and white-glove service.

Tech-forward services Existing tech stack (Salesforce, WordPress, iCIMS, QuickBooks) plus security posture (Sucuri) enables targeted enterprise sales discussions around integrated CRM, client onboarding, and secure, compliant self-directed retirement workflows.

Growth potential Revenue range and recent partnerships indicate expansion opportunities with fintech and custodial service add-ons; propose multi-product packages combining custody, administration, crypto access, and advisor support to raise average deal size.

Similar companies to Next Generation Trust Company/Next Generation Services

Next Generation Trust Company/Next Generation Services Tech Stack

Next Generation Trust Company/Next Generation Services uses 8 technology products and services including QuickBooks, iCIMS, Sucuri, and more. Explore Next Generation Trust Company/Next Generation Services's tech stack below.

Next Generation Trust Company/Next Generation Services's Email Address Formats

Next Generation Trust Company/Next Generation Services uses at least 1 email format:
Next Generation Trust Company/Next Generation Services Email FormatsExamplePercentage
FirstL@nextgenerationtrust.comJohnD@nextgenerationtrust.com
100%

Frequently Asked Questions

What is Next Generation Trust Company/Next Generation Services's phone number?

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You can contact Next Generation Trust Company/Next Generation Services'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 Next Generation Trust Company/Next Generation Services's official website and social media links?

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Next Generation Trust Company/Next Generation Services's official website is nextgenerationtrust.com and has social profiles on LinkedIn.

How much revenue does Next Generation Trust Company/Next Generation Services generate?

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As of September 2026, Next Generation Trust Company/Next Generation Services's annual revenue is estimated to be $10M - $25M.

What is Next Generation Trust Company/Next Generation Services's SIC code and NAICS code?

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Next Generation Trust Company/Next Generation Services's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Next Generation Trust Company/Next Generation Services have currently?

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As of September 2026, Next Generation Trust Company/Next Generation Services has approximately 9 employees across 2 continents, including North America and Asia. Key team members include Founder/Ceo: J. R., Director, Marketing And Sales: B. A. M. S. and Director, Marketing And Sales: S. B. A. M. Explore Next Generation Trust Company/Next Generation Services's employee directory with LeadIQ.

What industry does Next Generation Trust Company/Next Generation Services belong to?

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Next Generation Trust Company/Next Generation Services operates in the Financial Services industry.

What technology does Next Generation Trust Company/Next Generation Services use?

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Next Generation Trust Company/Next Generation Services's tech stack includes QuickBooks, iCIMS, Sucuri, WordPress, Salesforce, Cisco, Piwik and Piwik PRO Core.

What is Next Generation Trust Company/Next Generation Services's email format?

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Next Generation Trust Company/Next Generation Services's email format typically follows the pattern of FirstL@nextgenerationtrust.com. Find more Next Generation Trust Company/Next Generation Services email formats with LeadIQ.

When was Next Generation Trust Company/Next Generation Services founded?

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Next Generation Trust Company/Next Generation Services was founded in 2004.
Next Generation Trust Company/Next Generation Services logo

Next Generation Trust Company/Next Generation Services

Financial ServicesNew Jersey, United States2-10 Employees

Next Generation Trust Company, along with its sister firm Next Generation Services, operates in the financial services sector as a custodian and administrator for self-directed retirement plans. Based in Roseland, New Jersey, the organization emphasizes client control over retirement investments and provides education to both consumers and professionals about nontraditional investment options that were once accessible primarily to the wealthy. The trust company acts as the custodian for self-directed accounts, while Next Generation Services handles account administration and transaction support, offering a coordinated, personalized service to clients and their advisors. Its clients are individuals seeking greater flexibility in retirement planning and professionals assisting them in implementing self-directed strategies, with the company serving a global audience via its website. A notable recent development is the partnership with iTrust Capital to facilitate streamlined access to cryptocurrency investment opportunities within self-directed retirement plans. The firm markets itself as a neutral, third-party professional resource, focusing on a seamless, end-to-end transaction experience.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Next Generation Trust Company/Next Generation Services's revenue is estimated to be in the range of $10M - $25M

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