Insights

Stable Revenue Base TrustCore Financial operates within the $1M to $10M revenue range, indicating a solid client base and stable financial performance, which suggests potential for scaling and expanding service offerings.

Investment Activities The company regularly invests in diverse assets including real estate, tobacco, and entertainment sectors, highlighting opportunities to tailor financial products and advisory services in these areas.

Acquisition and Expansion Recent acquisition of Hartford Funds and a change in ownership through CapTrust Advisors open avenues for strategic partnerships, joint ventures, or new service integrations to capitalize on growth shifts.

Technology Adoption Utilizing advanced tech stack components like HubSpot Content Hub, cloud-based infrastructure, and secure login options, TrustCore emphasizes digital engagement, which could be leveraged for innovative online financial solutions.

Referral Opportunities With a strong reputation in wealth management and strategic asset investments, TrustCore can be positioned for referral collaborations with comparable firms or expanded client referral networks to grow market reach.

Similar companies to TrustCore Financial

TrustCore Financial Tech Stack

TrustCore Financial uses 8 technology products and services including HubSpot Content Hub, MySQL, Linkedin Sign-in, and more. Explore TrustCore Financial's tech stack below.

  • HubSpot Content Hub
    Content Management System
  • MySQL
    Database
  • Linkedin Sign-in
    Identity Verification
  • jQuery Migrate
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • HTTP/3
    Web & Portal Technology
  • Nginx
    Web Servers

TrustCore Financial's Email Address Formats

TrustCore Financial uses at least 1 format(s):
TrustCore Financial Email FormatsExamplePercentage
First.Last@trustcore.comJohn.Doe@trustcore.com
48%
FLast@trustcore.comJDoe@trustcore.com
2%
First.Last@trustcore.comJohn.Doe@trustcore.com
48%
FLast@trustcore.comJDoe@trustcore.com
2%

Frequently Asked Questions

Where is TrustCore Financial's headquarters located?

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TrustCore Financial's main headquarters is located at 5314 Maryland Way, Suite 300. The company has employees across 2 continents, including North AmericaSouth America.

What is TrustCore Financial's phone number?

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You can contact TrustCore Financial'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 TrustCore Financial's official website and social media links?

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TrustCore Financial's official website is trustcore.com and has social profiles on LinkedIn.

How much revenue does TrustCore Financial generate?

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As of December 2025, TrustCore Financial's annual revenue is estimated to be $1M.

What is TrustCore Financial's SIC code NAICS code?

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TrustCore Financial's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does TrustCore Financial have currently?

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As of December 2025, TrustCore Financial has approximately 41 employees across 2 continents, including North AmericaSouth America. Key team members include Partner And Director Of Research: C. R.Certified Financial Planner: R. R.Planner: P. M.. Explore TrustCore Financial's employee directory with LeadIQ.

What industry does TrustCore Financial belong to?

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TrustCore Financial operates in the Financial Services industry.

What technology does TrustCore Financial use?

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TrustCore Financial's tech stack includes HubSpot Content HubMySQLLinkedin Sign-injQuery MigratejQueryCloudflare Bot ManagementHTTP/3Nginx.

What is TrustCore Financial's email format?

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TrustCore Financial's email format typically follows the pattern of First.Last@trustcore.com. Find more TrustCore Financial email formats with LeadIQ.

When was TrustCore Financial founded?

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TrustCore Financial was founded in 1984.

TrustCore Financial

Financial ServicesTennessee, United States11-50 Employees

TrustCore financial planners can help you chart a clear course for your financial future. The firm is privately owned and operates independently from any other financial services company. Serving clients for more than 30 years, TrustCore is consistently ranked among the top wealth management firms in the U.S. This size and scale enables us to bring you deep expertise and unique investment opportunities.

Financial Planning offered through TrustCore Financial Services, LLC. 
Securities offered through TrustCore Investments, LLC, Member FINRA and SIPC®. Insurance offered through TrustCore Insurance Agency, LLC.

Section iconCompany Overview

Headquarters
5314 Maryland Way, Suite 300
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    TrustCore Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    TrustCore Financial's revenue is estimated to be in the range of $1M$10M

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