Insights

Strategic Expansion Peak Trust Company is expanding facilities and presence in Wilmington, Delaware, signaling momentum in growth and potential for regional enterprise client acquisition and alliance opportunities with law firms, CPA networks, and high-net-worth individuals in the Northeast.

Trust-Centric Model Positioning as a core-trust-focused provider with unbundled services and customized delivery suggests cross-sell potential to estate planners seeking flexible governance, administration, and tailored trustee services beyond traditional banks.

Tech & Security Utilization of enterprise tools and security measures (Keeper Security integration noted) indicates emphasis on data protection and client trust, opening doors to conversations with families and advisors prioritizing cyber risk management and secure digital trust administration.

Academic & Community Tie-ins Recent partnership with University of Alaska Anchorage and Finance Lab initiative creates co‑branding and education-focused engagement channels that can be extended to university-affiliated wealth planning programs, alumni networks, and sponsored research opportunities.

Financial & Competitive Position With revenue in the multi‑million range and a mid-size employee base, Peak Trust sits between smaller boutique firms and larger national players, suggesting value propositions around personalized service, rapid onboarding, and cost-effective administration to win mid-market trust needs.

Similar companies to Peak Trust Company

Peak Trust Company Tech Stack

Peak Trust Company uses 8 technology products and services including QuickBooks, Linkedin Insight Tag, iCIMS, and more. Explore Peak Trust Company's tech stack below.

Peak Trust Company's Email Address Formats

Peak Trust Company uses at least 2 email formats:
Peak Trust Company Email FormatsExamplePercentage
FLast@peaktrust.comJDoe@peaktrust.com
89%
First.Last@peaktrust.comJohn.Doe@peaktrust.com
11%

Frequently Asked Questions

What is Peak Trust Company's phone number?

Minus sign iconPlus sign icon
You can contact Peak Trust Company'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 Peak Trust Company's official website and social media links?

Minus sign iconPlus sign icon
Peak Trust Company's official website is peaktrust.com and has social profiles on LinkedIn.

How much revenue does Peak Trust Company generate?

Minus sign iconPlus sign icon
As of August 2026, Peak Trust Company's annual revenue is estimated to be $50M - $100M.

What is Peak Trust Company's NAICS code?

Minus sign iconPlus sign icon
Peak Trust Company's NAICS code is 52 - Finance and Insurance.

How many employees does Peak Trust Company have currently?

Minus sign iconPlus sign icon
As of August 2026, Peak Trust Company has approximately 64 employees across 1 continents, including North America. Key team members include Chief Operating Officer: J. F., Fiduciary Assistant: H. D. and Executive Assistant: J. S. Explore Peak Trust Company's employee directory with LeadIQ.

What industry does Peak Trust Company belong to?

Minus sign iconPlus sign icon
Peak Trust Company operates in the Financial Services industry.

What technology does Peak Trust Company use?

Minus sign iconPlus sign icon
Peak Trust Company's tech stack includes QuickBooks, Linkedin Insight Tag, iCIMS, Sucuri, WordPress, Pardot, Marketo and MouseFlow.

What is Peak Trust Company's email format?

Minus sign iconPlus sign icon
Peak Trust Company's email format typically follows the pattern of FLast@peaktrust.com. Find more Peak Trust Company email formats with LeadIQ.

When was Peak Trust Company founded?

Minus sign iconPlus sign icon
Peak Trust Company was founded in 1997.
Peak Trust Company logo

Peak Trust Company

Financial ServicesAlaska, United States51-200 Employees

Peak Trust Company is a financial services firm that serves estate planners by acting as a professional corporate trustee. It aims to enable efficient, accurate establishment of trusts and provides straightforward trust administration, with a focus on treating trusts as the core business rather than a side service. The company distinguishes itself from traditional banks and trust institutions by offering a highly customized delivery process and a modular, need-based service model.

Based in Anchorage, Alaska, Peak Trust Company operates as trustee for trusts across the United States with specialization in administration under Alaska, Nevada, and Delaware law. It emphasizes personal trust administration for families and individuals and positions itself as a mid-sized firm within the financial services landscape. The company has expanded its footprint to Wilmington, Delaware in 2022, and in 2023 partnered with University of Alaska Anchorage Athletics to open a Finance Lab, reflecting its ongoing engagement beyond core trust administration.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Peak Trust Company's revenue is estimated to be in the range of $50M - $100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.