Charities Pooled Trust

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
1
1
1
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1

About Charities Pooled Trust

CPTSpecialNeedsTrust specializes in providing trust services tailored for individuals with special needs. Their offerings include the establishment and management of special needs trusts to ensure financial security and compliance with government benefits. The company aims to serve families and caregivers of individuals with disabilities, helping them navigate the complexities of financial planning. With a focus on protecting assets while maintaining eligibility for essential support, CPTSpecialNeedsTrust is dedicated to enhancing the quality of life for its clients.Explore more
Charities Pooled Trust's Social MediaPopular SearchesCharities Pooled TrustWashington Charities Pooled Trust IncConnecticut Charities Pooled Trust IncIllinois Charities Pooled Trust IncInstitute for Health Care Advocacy/Charities Poole...SIC Code 60,609NAICS Code 52,523Show more

Charities Pooled Trust Org Chart

PhoneEmail
YM

Trust Administrator

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charities Pooled Trust

<$5M
1-10
Private
-
1997
YM
Yesenia MentadoTrust Administrator
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2017
LJ
Leland JameisonBusiness Development Director & Manager
<$5M
1-10
Private
-
2006
JD
John DePiazzaPresident, CLPF
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Charities Pooled Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Charities Pooled Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Charities Pooled Trust.

Charities Pooled Trust Tech Stack

A closer look at the technologies used by Charities Pooled Trust

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Frequently Asked Questions Regarding Charities Pooled Trust

What is Charities Pooled Trust's official website?
Charities Pooled Trust's official website is www.charitiespooledtrust.org
What is Charities Pooled Trust's Revenue?
Charities Pooled Trust's revenue is <$5 Million
What is Charities Pooled Trust's SIC code?
Charities Pooled Trust's SIC: 60,609
What is Charities Pooled Trust's NAICS code?
Charities Pooled Trust's NAICS: 52,523
How many employees does Charities Pooled Trust have?
Charities Pooled Trust has 1-10 employees
What industry does Charities Pooled Trust belong to?
Charities Pooled Trust is in the industry of: Finance, Securities Trading
What is Charities Pooled Trust competition?
Charities Pooled Trust top competitors include: CPTSpecialNeedsTrust, LivingRevocableFamilyTrusts.com, AD Fiduciary, American Charitable Trust of Florida
What technology does Charities Pooled Trust use?
Some of the popular technologies that Charities Pooled Trust uses are: GoDaddy DNS, Starfield Technologies, GoDaddy Web Hosting, Postini
What does Charities Pooled Trust do?

CPTSpecialNeedsTrust specializes in providing trust services tailored for individuals with special needs. Their offerings include the establishment and management of special needs trusts to ensure financial security and compliance with government benefits. The company aims to serve families and caregivers of individuals with disabilities, helping t... hem navigate the complexities of financial planning. With a focus on protecting assets while maintaining eligibility for essential support, CPTSpecialNeedsTrust is dedicated to enhancing the quality of life for its clients.Read More

What are Charities Pooled Trust social media links?
Charities Pooled Trust Linkedin page
Is Charities Pooled Trust a public company?
Charities Pooled Trust is private company therefore does not currently have an official ticker symbol
See more information about Charities Pooled Trust

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