Insights

Niche Custodian Provident Trust Group specializes in self-directed IRAs for alternative assets, presenting a sales opportunity to cross-sell custody and admin services to clients seeking non-traditional investments such as real estate, notes, and precious metals.

Ascensus Connection As part of Ascensus, there is potential to collaborate on bundled retirement solutions, leveraging existing distribution channels and partner programs to reach more financial advisors and high-net-worth clients.

Tech Enabled With a modern online portal launched in 2017 and cloud-based infrastructure, there is room to upsell digital onboarding, enhanced online account management, and data analytics services for efficiency and client experience.

Growth Potential Revenue is in the mid-market range with a relatively small employee base, suggesting opportunities to scale via scaled marketing, strategic partnerships, or white-label solutions to increase client acquisition and capacity.

Industry Recognition Consistent industry accolades and a track record of top custodian rankings bolster credibility for selling risk-managed alternative asset custody, compliance support, and education programs to prospective advisors and institutions.

Similar companies to Provident Trust Group, an Ascensus company

Provident Trust Group, an Ascensus company Tech Stack

Provident Trust Group, an Ascensus company uses 8 technology products and services including Hotjar, iCIMS, CookieYes, and more. Explore Provident Trust Group, an Ascensus company's tech stack below.

Media & News

Provident Trust Group, an Ascensus company's Email Address Formats

Provident Trust Group, an Ascensus company uses at least 4 email formats:
Provident Trust Group, an Ascensus company Email FormatsExamplePercentage
First@trustprovident.comJohn@trustprovident.com
54%
Last@trustprovident.comDoe@trustprovident.com
21%
First.Last@trustprovident.comJohn.Doe@trustprovident.com
15%
FirstLast@trustprovident.comJohnDoe@trustprovident.com
10%

Frequently Asked Questions

What is Provident Trust Group, an Ascensus company's phone number?

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You can contact Provident Trust Group, an Ascensus 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 Provident Trust Group, an Ascensus company's official website and social media links?

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Provident Trust Group, an Ascensus company's official website is trustprovident.com and has social profiles on LinkedIn.

How much revenue does Provident Trust Group, an Ascensus company generate?

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As of August 2026, Provident Trust Group, an Ascensus company's annual revenue is estimated to be $25M - $50M.

What is Provident Trust Group, an Ascensus company's SIC code and NAICS code?

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Provident Trust Group, an Ascensus company's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Provident Trust Group, an Ascensus company have currently?

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As of August 2026, Provident Trust Group, an Ascensus company has approximately 35 employees across 1 continents, including North America. Key team members include Chief Operating Officer Chief Financial Officer: R. R., Trust Analyst: A. M. and Trust Specialist: G. W. Explore Provident Trust Group, an Ascensus company's employee directory with LeadIQ.

What industry does Provident Trust Group, an Ascensus company belong to?

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Provident Trust Group, an Ascensus company operates in the Financial Services industry.

What technology does Provident Trust Group, an Ascensus company use?

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Provident Trust Group, an Ascensus company's tech stack includes Hotjar, iCIMS, CookieYes, Microsoft SQL Server, Mimecast Secure Email Gateway, Microsoft Azure, WP Engine and KnowBe4.

What is Provident Trust Group, an Ascensus company's email format?

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Provident Trust Group, an Ascensus company's email format typically follows the pattern of First@trustprovident.com. Find more Provident Trust Group, an Ascensus company email formats with LeadIQ.
Provident Trust Group, an Ascensus company logo

Provident Trust Group, an Ascensus company

Financial ServicesNevada, United States11-50 Employees

Provident Trust Group, an Ascensus company, provides IRA custodial services with a focus on self-directed retirement accounts and alternative asset investing. It helps clients establish self-directed IRAs that can hold non-traditional assets such as real estate, notes, precious metals, and other alternatives. The business has been led by a team of tax attorneys since 2008, emphasizing compliance and guidance in administering these accounts. 

Headquartered in Las Vegas, Nevada, the firm operates as a small to mid-sized player within the financial services industry, offering administration and custody for self-directed retirement assets. In 2018, the company became part of Ascensus through acquisition, aligning its services with a broader retirement solutions platform.

Section iconCompany Overview

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

Section iconFunding & Financials

  • $25M - $50M

    Provident Trust Group, an Ascensus company's revenue is estimated to be in the range of $25M - $50M

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