Capital First Trust
Finance · South Dakota, United States · 11-50 Employees
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Overview
Headquarters
701 N Phillips Ave Ste 140, Sioux Falls,...Phone Number
(414) 276-1200Website
www.capitalfirsttrust.comRevenue
$5.5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About Capital First Trust
Capital First Trust Company is an independent trust company based in South Dakota, dedicated to providing exceptional customer service and personalized trust solutions. They cater to a diverse clientele, including settlement planners, financial advisors, accident victims, and individuals seeking corporate trusteeship. Their services encompass various types of trusts, such as Settlement Preservation Trusts, Special Needs Trusts, and Asset Protection Trusts, ensuring clients' assets are managed with integrity and care. With over 25 years of experience, Capital First Trust Company is committed to upholding high ethical standards and building long-lasting relationships based on trust and reliability.Explore more
Capital First Trust Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Capital First Trust
$5.5M
11-50
Private
-
1999
KB
Kristin BeresChief Financial Officer & Director, Human Resources
Company Profile Activity
Activity Insights
Capital First Trust is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Capital First Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital First Trust.
Capital First Trust Tech Stack
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Open Position
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Capital First Trust is planning to move its offices in August 2023. The move will impact approximately 15 employees at their existing office located at 234 W Florida St, Suite #400, Milwaukee, WI.
Facilities Relocation / Expansion
Capital First Trust News & Media
Capital First Trust Company Reports Milestones From Growth Initiatives In 2019
Milwaukee-based Capital First Trust Company announced they will be closing 2019 on a high note. Created in 1999 with the sole intent of providing trust services to the personal injury settlement community, the firm is now one of the largest providers of settlement trusts, special needs trusts, and advisor-directed trusts. Highlights of 2019 include:Capital First Trust Company Reports Milestones From Growth Initiatives In 2019
MILWAUKEE, Jan. 27, 2020 /PRNewswire/ -- Milwaukee-based Capital First Trust Company announced they will be closing 2019 on a high note. Created in 1999 with the sole intent of providing trust services to the personal injury settlement community, the firm is now one of the largest...
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Frequently Asked Questions Regarding Capital First Trust
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Capital First Trust Company is an independent trust company based in South Dakota, dedicated to providing exceptional customer service and personalized trust solutions. They cater to a diverse clientele, including settlement planners, financial advisors, accident victims, and individuals seeking corporate trusteeship. Their services encompass vario... Read More
