Insights

Niche Market Focus Wealth Advisors Trust specializes in providing trust services tailored for wealth advisors, positioning it as a dedicated partner for professionals seeking to deepen client relationships and expand their service offerings.

Expansion Leadership The recent appointment of Jonathan Connolly as President and COO indicates a strategic push towards nationwide growth, presenting opportunities to engage with potential clients interested in trustworthy and scalable trust solutions.

Growth Potential With reported revenues between 25 and 50 million dollars and a relatively small team, there is significant room for service enhancements or technological integrations to support their expansion and operational efficiency.

Tech Stack Compatibility Utilizing tools like HubSpot Analytics and Google Maps suggests openness to technology-driven solutions; offering complementary software or services could align well with their current technological landscape.

Market Positioning As a mid-sized competitor in the trust industry with comparable peers like Glenmede and Bessemer Trust, there are opportunities to differentiate through personalized, cost-effective trustee services or innovative client engagement tools.

Similar companies to Wealth Advisors Trust, a South Dakota trust company

Wealth Advisors Trust, a South Dakota trust company Tech Stack

Wealth Advisors Trust, a South Dakota trust company uses 8 technology products and services including HubSpot Analytics, Font Awesome, Google Fonts API, and more. Explore Wealth Advisors Trust, a South Dakota trust company's tech stack below.

HubSpot Analytics
Analytics
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Slick
Javascript Libraries
Google Maps
Maps
reCAPTCHA
Security
Piwik
System Analytics & Monitoring
X-Content-Type-Options
Web & Portal Technology

Media & News

Wealth Advisors Trust Company hires Jonathan Connolly as President and COO.
Wealth Advisors Trust Company (WATC), a prominent advisor-friendly corporate trustee, has appointed Jonathan Connolly as President and COO to spearhead its national expansion.
Oct 20, 2025 | www.startupecosystem.ca

Wealth Advisors Trust, a South Dakota trust company's Email Address Formats

Wealth Advisors Trust, a South Dakota trust company uses at least 1 format(s):

Wealth Advisors Trust, a South Dakota trust company Email Formats	Example	Percentage
Last@wealthadvisorstrust.com	Doe@wealthadvisorstrust.com	48%
First@wealthadvisorstrust.com	John@wealthadvisorstrust.com	2%
Last@wealthadvisorstrust.com	Doe@wealthadvisorstrust.com	48%
First@wealthadvisorstrust.com	John@wealthadvisorstrust.com	2%

Frequently Asked Questions

Where is Wealth Advisors Trust, a South Dakota trust company's headquarters located?

Wealth Advisors Trust, a South Dakota trust company's main headquarters is located at 910 5th Street, Suite 101. The company has employees across 2 continents, including North AmericaAsia.

What is Wealth Advisors Trust, a South Dakota trust company's phone number?

You can contact Wealth Advisors Trust, a South Dakota trust company's main corporate office by phone at

+1-605-716-****

. 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 Wealth Advisors Trust, a South Dakota trust company's official website and social media links?

Wealth Advisors Trust, a South Dakota trust company's official website is wealthadvisorstrust.com and has social profiles on LinkedIn.

What is Wealth Advisors Trust, a South Dakota trust company's SIC code NAICS code?

Wealth Advisors Trust, a South Dakota trust company's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Wealth Advisors Trust, a South Dakota trust company have currently?

As of December 2025, Wealth Advisors Trust, a South Dakota trust company has approximately 17 employees across 2 continents, including North AmericaAsia. Key team members include Vice President And Trust Officer: N. F.President, Chief Executive Officer And Chief Market Strategist: M.Co-Founder: S. B.. Explore Wealth Advisors Trust, a South Dakota trust company's employee directory with LeadIQ.

What industry does Wealth Advisors Trust, a South Dakota trust company belong to?

Wealth Advisors Trust, a South Dakota trust company operates in the Financial Services industry.

What technology does Wealth Advisors Trust, a South Dakota trust company use?

Wealth Advisors Trust, a South Dakota trust company's tech stack includes HubSpot AnalyticsFont AwesomeGoogle Fonts APISlickGoogle MapsreCAPTCHAPiwikX-Content-Type-Options.

What is Wealth Advisors Trust, a South Dakota trust company's email format?

Wealth Advisors Trust, a South Dakota trust company's email format typically follows the pattern of Last@wealthadvisorstrust.com. Find more Wealth Advisors Trust, a South Dakota trust company email formats with LeadIQ.

When was Wealth Advisors Trust, a South Dakota trust company founded?

Wealth Advisors Trust, a South Dakota trust company was founded in 2009.

Wealth Advisors Trust, a South Dakota trust company

Financial ServicesSouth Dakota, United States11-50 Employees

A trust company designed for wealth advisors to enhance and expand the client/advisor relationship. 



How do corporate trustee fees work?
•	Based on the corporate trustee risk and time
•	Learn more here - https://wealthadvisorstrust.com/cost-efficient-trustee-fees/