Insights

Global Network STEP is a large, globally distributed non-profit with 22,000 members across 100+ chapters, presenting a substantial audience of trust and estate practitioners for targeted engagement and partnership opportunities.

Professional Development The organization centers on training and development for its members, indicating opportunities to offer sponsored programs, educational content, certifications, or technology solutions that streamline member learning and credentialing.

Digital Engagement STEP maintains an active online presence with WordPress, analytics tags, and video content, suggesting openness to digital marketing partnerships, platform integrations, and content distribution services to reach members.

Industry Events Recent and upcoming conferences and chapters in the Caribbean and Bermuda signal prime access points for sponsorship, speaking engagements, or value-add solutions in event management and networking.

Financial Scale With a revenue range in the billions and a large professional staff, there is potential for high-value partnerships, enterprise-level solutions, and subscription-based products that target professional associations and fiduciary services.

STEP – Advising Families Across Generations Tech Stack

STEP – Advising Families Across Generations uses 8 technology products and services including Google Publisher Tag, Linkedin Insight Tag, Cloudflare CDN, and more. Explore STEP – Advising Families Across Generations's tech stack below.

Google Publisher Tag

Advertising

Linkedin Insight Tag

Analytics

Cloudflare CDN

Content Delivery Network

WordPress

Content Management System

Underscore.js

Javascript Libraries

Swiper

Javascript Libraries

WordPress.com

Platform As A Service

YouTube

Video Players

STEP – Advising Families Across Generations Email Formats	Example	Percentage
First.Last@step.org	John.Doe@step.org	88%
First@step.org	John@step.org	7%
FLast@step.org	JDoe@step.org	3%
Last@step.org	Doe@step.org	2%

STEP – Advising Families Across Generations Email Formats

Example

Percentage

First.Last@step.org

John.Doe@step.org

88%

First@step.org

John@step.org

FLast@step.org

JDoe@step.org

Last@step.org

Doe@step.org

Frequently Asked Questions

What is STEP – Advising Families Across Generations's phone number?

You can contact STEP – Advising Families Across Generations's main corporate office by phone at

+1-310-581-****

. 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 STEP – Advising Families Across Generations's official website and social media links?

STEP – Advising Families Across Generations's official website is step.org and has social profiles on LinkedIn.

How much revenue does STEP – Advising Families Across Generations generate?

As of July 2026, STEP – Advising Families Across Generations's annual revenue is estimated to be $1B - $10B.

What is STEP – Advising Families Across Generations's NAICS code?

STEP – Advising Families Across Generations's NAICS code is 813 - Religious, Grantmaking, Civic, Professional, and Similar Organizations.

How many employees does STEP – Advising Families Across Generations have currently?

As of July 2026, STEP – Advising Families Across Generations has approximately 247 employees across 6 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: R. W.Chief Executive: G. H.Chief Executive: E. L.. Explore STEP – Advising Families Across Generations's employee directory with LeadIQ.

What industry does STEP – Advising Families Across Generations belong to?

STEP – Advising Families Across Generations operates in the Non-profit Organizations industry.

What technology does STEP – Advising Families Across Generations use?

STEP – Advising Families Across Generations's tech stack includes Google Publisher TagLinkedin Insight TagCloudflare CDNWordPressUnderscore.jsSwiperWordPress.comYouTube.

What is STEP – Advising Families Across Generations's email format?

STEP – Advising Families Across Generations's email format typically follows the pattern of First.Last@step.org. Find more STEP – Advising Families Across Generations email formats with LeadIQ.

When was STEP – Advising Families Across Generations founded?

STEP – Advising Families Across Generations was founded in 1991.

STEP – Advising Families Across Generations

Non-profit OrganizationsEngland, United Kingdom201-500 Employees

STEP – Advising Families Across Generations is a non-profit professional association for individuals advising families across generations, providing training and development to a global network of trust and estate practitioners. Members belong to branches or chapters that deliver professional development and local networking opportunities with peers. The organization comprises about 22,000 members across more than 100 branches and chapters worldwide. STEP is based in London, United Kingdom, at 11-19 Artillery Row, and employs between 201 and 500 people. Its website is step.org, and it engages in partnerships and events as part of its activities.

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