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Insights

Niche Market Focus TrustCore Financial specializes in high-net-worth wealth management and financial planning, providing tailored investment strategies that appeal to affluent clients seeking personalized services and exclusive investment opportunities.

Recent Asset Acquisitions The firm has actively expanded its portfolio through recent investments and stakes in diverse assets including Hartford Funds, National Retail Properties, British American Tobacco, Welltower, and Cedar Fair, indicating a strategic focus on diversified asset allocation.

Growth Potential With a revenue range of one to ten million dollars and growing investment activities, TrustCore presents substantial opportunities for firms offering high-value investment products, wealth management solutions, and specialized financial services.

Technology Adoption Utilizing a modern tech stack including HubSpot, MySQL, Cloudflare, and HTTP/3, TrustCore demonstrates a commitment to leveraging advanced technology for client engagement and operational efficiency, opening avenues for innovative financial technology partnerships.

Strategic Acquisition Opportunity The recent acquisition of TrustCore by CapTrust Advisors indicates potential collaboration or integration opportunities for financial technology providers and asset managers aiming to expand within the independent wealth management space.

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
97%
FLast@trustcore.comJDoe@trustcore.com
3%

Frequently Asked Questions

Where is TrustCore Financial's headquarters located?

Minus sign iconPlus sign iconTrustCore Financial's main headquarters is located at 5314 Maryland Way Suite 300 Brentwood, Tennessee 37027 United States. The company has employees across 2 continents, including North AmericaSouth America.

What is TrustCore Financial's phone number?

Minus sign iconPlus sign icon You can contact TrustCore Financial's main corporate office by phone at
+1-615-370-****
. 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?

Minus sign iconPlus sign iconTrustCore Financial's official website is trustcore.com and has social profiles on LinkedIn.

How much revenue does TrustCore Financial generate?

Minus sign iconPlus sign icon As of February 2026, TrustCore Financial's annual revenue is estimated to be $1M.

What is TrustCore Financial's NAICS code?

Minus sign iconPlus sign iconTrustCore Financial's NAICS code is 52 - Finance and Insurance.

How many employees does TrustCore Financial have currently?

Minus sign iconPlus sign iconAs of February 2026, 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?

Minus sign iconPlus sign iconTrustCore Financial operates in the Financial Services industry.

What technology does TrustCore Financial use?

Minus sign iconPlus sign iconTrustCore Financial's tech stack includes HubSpot Content HubMySQLLinkedin Sign-injQuery MigratejQueryCloudflare Bot ManagementHTTP/3Nginx.

What is TrustCore Financial's email format?

Minus sign iconPlus sign iconTrustCore 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?

Minus sign iconPlus sign iconTrustCore 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 Brentwood, Tennessee 37027 United States
Phone number
+1-615-370-****
Website
trustcore.com
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    C. R.
    Partner And Director Of Research
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. D.
    Financial Planner (retired)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Financial Planner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    C. D.
    Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C. R.
    Broker/Dealer Operations Professional
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. D.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    O. R.
    Accounting Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. R.
    Financial Planner
    Phone icon
    Mobile Phone

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