Insights

Advisor-led Growth Non-custodial trust administration offered exclusively through financial advisors suggests a strong channel partnership with advisory firms. This presents sales opportunities to integrate value-added trust services into existing advisor workflows and expand cross-sell with advisory practices.

Parent Company Leverage As a subsidiary of Wilmington Trust, there may be collaboration potential for bundled services, brand credibility, and cross-referrals within a larger, established trust and wealth management platform.

Niche Market Focus Small to mid-size trust administration firms with limited in-house investment capabilities could be ideal targets for partnerships or technology integrations that enable advisors to manage trust investments more efficiently.

Tech Stack Fit Current technologies (CSC DBS and Modernizr) imply integration-ready potential for digital onboarding, compliance, and client portal experiences. Sales can position compatibility and potential for modernization of advisor workflows.

Revenue Positioning Current revenue range indicates a mid-market profile with scale potential. Opportunities exist to upsell services, expand geographic reach through additional advisor networks, or offer bundled solutions with Wilmington Trust to drive higher wallet share.

Similar companies to The Advisory Trust Company of Delaware

The Advisory Trust Company of Delaware Tech Stack

The Advisory Trust Company of Delaware uses 2 technology products and services including CSC DBS, Modernizr, and more. Explore The Advisory Trust Company of Delaware's tech stack below.

  • CSC DBS
    Domain Name Services
  • Modernizr
    Javascript Libraries

The Advisory Trust Company of Delaware's Email Address Formats

The Advisory Trust Company of Delaware uses at least 2 email formats:
The Advisory Trust Company of Delaware Email FormatsExamplePercentage
FLast@advisorytrustco.comJDoe@advisorytrustco.com
90%
LFirst@advisorytrustco.comDJohn@advisorytrustco.com
10%

Frequently Asked Questions

What is The Advisory Trust Company of Delaware's phone number?

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You can contact The Advisory Trust Company of Delaware'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 The Advisory Trust Company of Delaware's official website and social media links?

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The Advisory Trust Company of Delaware's official website is advisorytrustco.com and has social profiles on LinkedIn.

How much revenue does The Advisory Trust Company of Delaware generate?

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As of August 2026, The Advisory Trust Company of Delaware's annual revenue is estimated to be $10M - $25M.

What is The Advisory Trust Company of Delaware's SIC code and NAICS code?

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The Advisory Trust Company of Delaware's SIC code is 6733 - Trusts, Except Educational, Religious, and Charitable and NAICS code is 52 - Finance and Insurance.

How many employees does The Advisory Trust Company of Delaware have currently?

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As of August 2026, The Advisory Trust Company of Delaware has approximately 16 employees across 2 continents, including North America and Europe. Key team members include Partner: C. S. and Assistant Vice President: C. C. Explore The Advisory Trust Company of Delaware's employee directory with LeadIQ.

What industry does The Advisory Trust Company of Delaware belong to?

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The Advisory Trust Company of Delaware operates in the Financial Services industry.

What technology does The Advisory Trust Company of Delaware use?

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The Advisory Trust Company of Delaware's tech stack includes CSC DBS and Modernizr.

What is The Advisory Trust Company of Delaware's email format?

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The Advisory Trust Company of Delaware's email format typically follows the pattern of FLast@advisorytrustco.com. Find more The Advisory Trust Company of Delaware email formats with LeadIQ.
The Advisory Trust Company of Delaware logo

The Advisory Trust Company of Delaware

Financial ServicesDelaware, United States11-50 Employees

The Advisory Trust Company of Delaware provides non-custodial personal trust administration that is distributed exclusively through financial advisors. It enables financial advisors to manage their clients’ trust investments, while the company itself does not offer investment products. Based in Wilmington, Delaware, the firm operates in the financial services sector and serves a professional audience that relies on fiduciary administration rather than in-house investment management. The company is a subsidiary of Wilmington Trust, and its model focuses on supporting advisors in delivering trust administration services to their clients without directly competing in investment offerings.

Section iconCompany Overview

Phone number
SIC Code
6733 - Trusts, Except Educational, Religious, and Charitable
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    The Advisory Trust Company of Delaware's revenue is estimated to be in the range of $10M - $25M

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