Constellation Trust

Finance · Nebraska, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

17605 Wright St Ste 3, Omaha, Nebraska, ...

Phone Number

(402) 891-6186

Revenue

$6.5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
2
2
1
1

About Constellation Trust

Constellation Trust Company specializes in providing custody and administration services tailored for registered investment advisors and financial institutions. Established in 2004 and chartered in Nebraska, the company leverages advanced technology and industry expertise to support its clients effectively. Their services include streamlined account processing, automated client distributions, and consolidated tax reporting. With a commitment to innovation and client success, Constellation Trust Company aims to deliver best-in-class support to its clients and their customers.Explore more
Constellation Trust's Social MediaPopular SearchesConstellation Trust CoConstellation Investment Distribution Co IncConstellation| TrustSIC Code 62,628NAICS Code 52,523Show more

Constellation Trust Org Chart

PhoneEmail
MF
United States flag for contact location.

President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Constellation Trust your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Constellation Trust

Compare insights from companies similar to Constellation Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Constellation Trust

$6.5M
11-50
Private
-
2004
$9.8M
11-50
Private
-
2013
AF
Anthony FiorenzaPresident & CEO
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$8.5M
11-50
Private
-
2012
BG
BatSheva GoldsteinChief Financial Officer
<$5M
11-50
Private
-
-
DM
Donna MillerVice President & Chief Operating Officer
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Constellation Trust Tech Stack

A closer look at the technologies used by Constellation Trust

Top Finance Companies

Frequently Asked Questions Regarding Constellation Trust

What is Constellation Trust's official website?
Constellation Trust's official website is www.constellationtrust.com
What is Constellation Trust's Revenue?
Constellation Trust's revenue is $6.5 Million
What is Constellation Trust's SIC code?
Constellation Trust's SIC: 62,628
What is Constellation Trust's NAICS code?
Constellation Trust's NAICS: 52,523
How many employees does Constellation Trust have?
Constellation Trust has 11-50 employees
What industry does Constellation Trust belong to?
Constellation Trust is in the industry of: Finance, Banking, Securities Trading
What is Constellation Trust competition?
Constellation Trust top competitors include: Pacific Coast Wealth Management, Profile Investment Services, Summit Group Retirement Planners, American Heritage Bank
What companies has Constellation Trust acquired?
Constellation Trust has acquired the companies: Brinker Capital, Redtail Technology, Orion Portfolio Solutions, CLS Investments
What technology does Constellation Trust use?
Some of the popular technologies that Constellation Trust uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Universal Analytics
How do I contact Constellation Trust?
Constellation Trust contact info: Phone number: (402) 891-6186 Website: www.constellationtrust.com
What does Constellation Trust do?

Constellation Trust Company specializes in providing custody and administration services tailored for registered investment advisors and financial institutions. Established in 2004 and chartered in Nebraska, the company leverages advanced technology and industry expertise to support its clients effectively. Their services include streamlined accoun... t processing, automated client distributions, and consolidated tax reporting. With a commitment to innovation and client success, Constellation Trust Company aims to deliver best-in-class support to its clients and their customers.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.