What is Preferred Trust's NAICS code?

Preferred Trust's NAICS code is 52 (Finance and Insurance).

Insights

Custodian Partnerships Preferred Trust partners with custodial services for IRA and precious metals investments, indicating a strong B2B opportunity with crypto and metals custodians seeking reliable partners to enhance their offerings.

Strategic Alliances Recent collaborations with Priority Gold and BitIRA suggest ongoing receptivity to white-label or outsourced custody solutions, presenting a pathway to expand via partner channels and referral programs.

Growth Scale Reported revenue in the mid-range tens of millions and a lean staff profile imply potential demand for scalable, cost-efficient technology and services that support growth without proportional headcount.

Recognition & Stability Industry award in 2018 and multi-year partnerships bolster credibility, enabling outreach to risk-averse financial services firms seeking trusted custodial partners.

Tech Enablement Tech stack includes marketing and e-commerce tools (HubSpot, WooCommerce) plus performance optimizations (HTTP/3, priority hints), suggesting readiness for digital onboarding and streamlined client experiences that can be leveraged in sales pitches.

Similar companies to Preferred Trust

Preferred Trust Tech Stack

Preferred Trust uses 8 technology products and services including iCIMS, Open Graph, WooCommerce 3.0, and more. Explore Preferred Trust's tech stack below.

iCIMS
Applicant Tracking Systems
Open Graph
Content Management System
WooCommerce 3.0
E-commerce
Mailgun
Email
Google Fonts API
Font Scripts
jQuery Migrate
Javascript Libraries
Priority Hints
Performance
HTTP/3
Web & Portal Technology

Media & News

Preferred Trust's Email Address Formats

Preferred Trust uses at least 1 format(s):

Preferred Trust Email Formats	Example	Percentage
First.Last@preferredtrustcompany.com	John.Doe@preferredtrustcompany.com	50%
FLast@preferredtrustcompany.com	JDoe@preferredtrustcompany.com	33%
FirstLast@preferredtrustcompany.com	JohnDoe@preferredtrustcompany.com	17%

Frequently Asked Questions

What is Preferred Trust's phone number?

You can contact Preferred Trust's main corporate office by phone at

+1-702-990-****

. 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 Preferred Trust's official website and social media links?

Preferred Trust's official website is preferredtrustcompany.com and has social profiles on LinkedIn.

How much revenue does Preferred Trust generate?

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

What is Preferred Trust's SIC code NAICS code?

Preferred Trust's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Preferred Trust have currently?

As of July 2026, Preferred Trust has approximately 4 employees across 1 continents, including North America. Key team members include Client Service Representative: D. L.. Explore Preferred Trust's employee directory with LeadIQ.

What industry does Preferred Trust belong to?

Preferred Trust operates in the Financial Services industry.

What technology does Preferred Trust use?

Preferred Trust's tech stack includes iCIMSOpen GraphWooCommerce 3.0MailgunGoogle Fonts APIjQuery MigratePriority HintsHTTP/3.

What is Preferred Trust's email format?

Preferred Trust's email format typically follows the pattern of First.Last@preferredtrustcompany.com. Find more Preferred Trust email formats with LeadIQ.

When was Preferred Trust founded?

Preferred Trust was founded in 2026.

Preferred Trust

Q: How many employees does Preferred Trust have currently?

Preferred Trust has approximately 4 employees.

Q: What technology does Preferred Trust use?

Preferred Trust's tech stack includes YouTube, Google Conversion Tracking, Google Analytics, reCAPTCHA, jQuery.

Financial ServicesNevada, United States2-10 Employees

Preferred Trust is a financial services firm based in Las Vegas, Nevada, operating as a custodian for self-directed IRA accounts. The company provides custody and administration for IRA investments, including assets such as precious metals held within these accounts. The firm operates with a small team and collaborates with partner organizations to deliver custodial services for client IRAs.