Insights

Ultra-High-Net-Worth Focus Trove specializes in serving ultra-high-net-worth families and privately held businesses, offering bespoke financial, administrative, and lifestyle management solutions. This focus presents a lucrative sales opportunity for targeting affluent clients seeking personalized and exclusive services.

Family Office Tailored Services With a dedicated approach to crafting tailored services for each client, Trove acts as a personal CFO for many families. Highlighting the benefits of customized services and the attention to detail in addressing intricate financial needs can attract clients seeking a sophisticated level of support and engagement.

Comprehensive Financial Solutions Trove's integrated suite of family office, business, and tax services covers a wide range of financial requirements under one roof. Promoting the convenience and efficiency of accessing diverse financial solutions from a single provider can be a compelling sales proposition for clients looking for holistic financial management.

Trusted and Independent Advisors Positioning Trove as independent advisors who always act in the best fiduciary interest of clients can enhance the company's reputation and credibility. Emphasizing trust, integrity, and client-centric values can resonate with clients seeking a reliable and ethical financial partner.

Personalized Engagement Teams Trove's dedicated engagement teams immerse themselves in understanding each client's unique needs and challenges. Highlighting the personalized approach and the collaborative nature of client interactions can demonstrate a high level of care and attention, appealing to clients looking for a hands-on and relationship-driven financial service provider.

Trove FS, LLC Tech Stack

Trove FS, LLC uses 8 technology products and services including WordPress, MySQL, AOS, and more. Explore Trove FS, LLC's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • AOS
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • HTTP/3
    Web & Portal Technology

Media & News

Trove FS, LLC's Email Address Formats

Trove FS, LLC uses at least 2 format(s):
Trove FS, LLC Email FormatsExamplePercentage
FLast@jdjfos.comJDoe@jdjfos.com
93%
Last@jdjfos.comDoe@jdjfos.com
7%
First.Last@trove.netJohn.Doe@trove.net
100%

Frequently Asked Questions

Where is Trove FS, LLC's headquarters located?

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Trove FS, LLC's main headquarters is located at 2777 Summer Street Suite 401 Stamford, CT 06905 US. The company has employees across 5 continents, including North AmericaAsiaEurope.

What is Trove FS, LLC's phone number?

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You can contact Trove FS, LLC'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 FS, LLC's official website and social media links?

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Trove FS, LLC's official website is trove.net and has social profiles on LinkedIn.

How much revenue does Trove FS, LLC generate?

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As of November 2024, Trove FS, LLC's annual revenue reached $35M.

What is Trove FS, LLC's NAICS code?

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Trove FS, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Trove FS, LLC have currently?

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As of November 2024, Trove FS, LLC has approximately 198 employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Technology Officer: H. M.Vice President Finance: B. M.Head Of Marketing: T. R.. Explore Trove FS, LLC's employee directory with LeadIQ.

What industry does Trove FS, LLC belong to?

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Trove FS, LLC operates in the Financial Services industry.

What technology does Trove FS, LLC use?

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Trove FS, LLC's tech stack includes WordPressMySQLAOSjQueryPriority HintsPHPYoast SEOHTTP/3.

What is Trove FS, LLC's email format?

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Trove FS, LLC's email format typically follows the pattern of . Find more Trove FS, LLC email formats with LeadIQ.

When was Trove FS, LLC founded?

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Trove FS, LLC was founded in 2001.
Trove FS, LLC

Trove FS, LLC

Financial ServicesConnecticut, United States51-200 Employees

Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses. We are independent, trusted advisors, always acting in the best fiduciary interest of our clients to address the complexities of their financial lives. As an administrative multi-family office, we do not manage investments, offer financial advice, or sell products. Instead, we focus solely on delivering customized, à la carte services tailored to each family's unique needs.  

Our integrated suite of family office, business, and tax services is personalized to address the distinct financial requirements of every client. Nimble, entrepreneurial, and collaborative, our dedicated engagement teams immerse themselves in understanding each client’s priorities, goals, and challenges. For many clients, we serve as their personal CFO — coordinating, reporting, integrating, and facilitating various aspects of their lives. By working closely with the family’s advisor team, we fill gaps, provide essential financial checks and balances, and leverage our broad network of resources.  

Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services.  

Trove: Your family office – redefined.  

Visit trove.net for more information.

Section iconCompany Overview

Headquarters
2777 Summer Street Suite 401 Stamford, CT 06905 US
Phone number
Website
trove.net
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Trove FS, LLC's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Trove FS, LLC's revenue is in the range of $10M$50M

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