Insights

Market Position Trove FS operates in the high-net-worth financial advisory sector, serving ultra-high-net-worth families and privately held businesses, positioning it as a key player in personalized wealth management solutions.

Revenue Potential With an estimated revenue between 500 million to one billion dollars and a client-centric approach, there are significant growth opportunities in expanding service offerings to similar affluent client segments.

Technology Integration Leveraging advanced tools such as QuickBooks Online, SQL, and Google Tag Manager suggests an openness to adopting innovative financial technology solutions, which presents opportunities for partnerships or upgrades.

Competitive Landscape Trove faces competition from established firms like Wealthfront, Charles Schwab, and Fidelity Investments, indicating a need to emphasize unique, conflict-free services and digital efficiencies to differentiate in the marketplace.

Client Focus The company's commitment to acting as a personal CFO and coordinating all financial aspects for families offers avenues to develop tailored, high-value service packages for affluent clients seeking comprehensive wealth management.

Trove Family Office Tech Stack

Trove Family Office uses 8 technology products and services including QuickBooks, Addepar, Open Graph, and more. Explore Trove Family Office's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Addepar
    Accounting And Finance
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • jQuery Migrate
    Javascript Libraries
  • AOS
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management

Media & News

Trove Family Office's Email Address Formats

Trove Family Office uses at least 2 format(s):
Trove Family Office Email FormatsExamplePercentage
FLast@jdjfos.comJDoe@jdjfos.com
91%
Last@jdjfos.comDoe@jdjfos.com
9%
First.Last@trove.netJohn.Doe@trove.net
94%
First.Last@trove.netJohn.Doe@trove.net
6%

Frequently Asked Questions

Where is Trove Family Office's headquarters located?

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Trove Family Office's main headquarters is located at 2777 Summer Street Suite 401 Stamford, Connecticut 06905 United States. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Trove Family Office's phone number?

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You can contact Trove Family Office'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 Trove Family Office's official website and social media links?

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Trove Family Office's official website is trove.net and has social profiles on LinkedIn.

What is Trove Family Office's NAICS code?

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Trove Family Office's NAICS code is 52 - Finance and Insurance.

How many employees does Trove Family Office have currently?

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As of April 2026, Trove Family Office has approximately 210 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Ceo / Co-Founder: A. S.Vice President Of Human Resources: B. C.Vice President Finance: B. M.. Explore Trove Family Office's employee directory with LeadIQ.

What industry does Trove Family Office belong to?

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Trove Family Office operates in the Financial Services industry.

What technology does Trove Family Office use?

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Trove Family Office's tech stack includes QuickBooksAddeparOpen GraphoEmbedjQuery MigrateAOSPHPGoogle Tag Manager.

What is Trove Family Office's email format?

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Trove Family Office's email format typically follows the pattern of FLast@jdjfos.com. Find more Trove Family Office email formats with LeadIQ.

When was Trove Family Office founded?

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Trove Family Office was founded in 2001.

Trove Family Office

Financial ServicesConnecticut, United States201-500 Employees

Trove is an independent, fee-only multi-family office serving ultra-high-net-worth families and privately held businesses. We act solely in our clients’ best interests—never managing investments or selling products. 
 
Our financial operations, family solutions, and tax services simplify complexity and provide clarity. Acting as a personal CFO, we coordinate, report, and facilitate across all aspects of financial life. Working with the family’s advisor team, we fill gaps, ensure checks and balances, and deliver conflict-free solutions so families can focus on what matters most. 

Trove: Your family office – redefined.

Section iconCompany Overview

Headquarters
2777 Summer Street Suite 401 Stamford, Connecticut 06905 United States
Phone number
Website
trove.net
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $500M$1B

    Trove Family Office's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $500M$1B

    Trove Family Office's revenue is estimated to be in the range of $500M$1B

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