Insights

Community Banking Focus Performance Trust specializes in serving community depository institutions, presenting opportunities to offer tailored financial products, risk management solutions, and specialized investment services that align with their community-centric banking model.

Expansion & Talent Acquisition Recent hires of managing directors and strategic expansion into Midwest and Southwest regions suggest growth-oriented initiatives, opening avenues to introduce regional banking solutions, advanced analytics, and institutional services to meet increased demand.

Technological Infrastructure Utilization of advanced tech stacks like Optimizely, Amazon S3, and Azure indicates a strong digital platform, creating sales opportunities for cloud-based financial tools, data security solutions, and digital engagement platforms tailored for financial institutions.

Financial Growth Potential With revenue estimates between 500 million and 1 billion dollars and recent acquisitions, there's potential to upsell sophisticated investment banking, asset management, and capital markets services to existing and prospective clients.

Strategic Alliances Partnership with Idea Financial and recent market activities demonstrate openness to collaborations, providing a pathway to introduce complementary financial services, loan products, or co-branded offerings to enhance client footprint and product diversification.

Performance Trust Capital Partners Tech Stack

Performance Trust Capital Partners uses 8 technology products and services including Optimizely, Amazon S3, Azure AD B2C, and more. Explore Performance Trust Capital Partners's tech stack below.

  • Optimizely
    A/B Testing
  • Amazon S3
    Content Delivery Network
  • Azure AD B2C
    Identity Verification
  • Mapbox GL JS
    Maps
  • Microsoft Exchange
    Storage
  • X-Content-Type-Options
    Web & Portal Technology
  • Blazor
    Web Frameworks
  • Microsoft IIS
    Web Servers

Media & News

Performance Trust Capital Partners's Email Address Formats

Performance Trust Capital Partners uses at least 1 format(s):
Performance Trust Capital Partners Email FormatsExamplePercentage
FLast@performancetrust.comJDoe@performancetrust.com
87%
First.Last@performancetrust.comJohn.Doe@performancetrust.com
9%
Last@performancetrust.comDoe@performancetrust.com
3%
FirstL@performancetrust.comJohnD@performancetrust.com
1%

Frequently Asked Questions

Where is Performance Trust Capital Partners's headquarters located?

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Performance Trust Capital Partners's main headquarters is located at 500 West Madison Street Suite 450 Chicago, Illinois 60661 United States. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Performance Trust Capital Partners's phone number?

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You can contact Performance Trust Capital Partners'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 Performance Trust Capital Partners's official website and social media links?

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Performance Trust Capital Partners's official website is performancetrust.com and has social profiles on LinkedInCrunchbase.

How much revenue does Performance Trust Capital Partners generate?

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As of March 2026, Performance Trust Capital Partners's annual revenue is estimated to be $2.9M.

What is Performance Trust Capital Partners's SIC code NAICS code?

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Performance Trust Capital Partners's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Performance Trust Capital Partners have currently?

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As of March 2026, Performance Trust Capital Partners has approximately 411 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Executive Officer: D. W.Chief Financial Officer: E. T.Chief Technology Officer: S. S.. Explore Performance Trust Capital Partners's employee directory with LeadIQ.

What industry does Performance Trust Capital Partners belong to?

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Performance Trust Capital Partners operates in the Financial Services industry.

What technology does Performance Trust Capital Partners use?

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Performance Trust Capital Partners's tech stack includes OptimizelyAmazon S3Azure AD B2CMapbox GL JSMicrosoft ExchangeX-Content-Type-OptionsBlazorMicrosoft IIS.

What is Performance Trust Capital Partners's email format?

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Performance Trust Capital Partners's email format typically follows the pattern of FLast@performancetrust.com. Find more Performance Trust Capital Partners email formats with LeadIQ.

How much funding has Performance Trust Capital Partners raised to date?

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As of March 2026, Performance Trust Capital Partners has raised $80M in funding. The last funding round occurred on Dec 31, 2024 for $80M.

When was Performance Trust Capital Partners founded?

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Performance Trust Capital Partners was founded in 1994.

Performance Trust Capital Partners

Financial ServicesIllinois, United States201-500 Employees

Performance Trust is the largest full-service investment bank focused on community depository institutions. We help our clients make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools, and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all we do which allows our clients to deepen their expertise as they work alongside us.


Performance Trust Capital Partners, LLC | Member SIPC (www.sipc.org) | FINRA (www.finra.org) NFA (nfa.futures.org)

Section iconCompany Overview

Headquarters
500 West Madison Street Suite 450 Chicago, Illinois 60661 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
201-500

Section iconFunding & Financials

  • $80M

    Performance Trust Capital Partners has raised a total of $80M of funding over 3 rounds. Their latest funding round was raised on Dec 31, 2024 in the amount of $80M.

  • $500M$1B

    Performance Trust Capital Partners's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $80M

    Performance Trust Capital Partners has raised a total of $80M of funding over 3 rounds. Their latest funding round was raised on Dec 31, 2024 in the amount of $80M.

  • $500M$1B

    Performance Trust Capital Partners's revenue is estimated to be in the range of $500M$1B

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