CPTSpecialNeedsTrust

Finance · United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading Law Firms & Legal Services Venture Capital & Private Equity
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About CPTSpecialNeedsTrust

CPTSpecialNeedsTrust specializes in creating special needs trusts to help individuals with disabilities manage their financial resources while preserving their eligibility for government benefits. The company offers comprehensive services that include trust administration, legal guidance, and personalized financial planning tailored to the unique needs of their clients. Their intended clients primarily include individuals with disabilities, their families, and caregivers seeking to secure a stable financial future. With a focus on compassion and expertise, CPTSpecialNeedsTrust aims to empower these clients to enhance their quality of life.Explore more
Popular SearchesCPTSpecialNeedsTrustSIC Code 60,609NAICS Code 52,523Show more

Is CPTSpecialNeedsTrust 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 CPTSpecialNeedsTrust

Compare insights from companies similar to CPTSpecialNeedsTrust, 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

CPTSpecialNeedsTrust

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
N/A
<$5M
11-50
Private
-
1999
NP
Nelson PerezVice President, Trust Services
<$5M
11-50
Private
-
1956
SG
Sarah GeisSenior Director, Engagement
<$5M
1-10
Private
-
1997
YM
Yesenia MentadoTrust Administrator
<$5M
1-10
Private
-
2006
JD
John DePiazzaPresident, CLPF
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

CPTSpecialNeedsTrust Tech Stack

A closer look at the technologies used by CPTSpecialNeedsTrust

Top Finance Companies

Frequently Asked Questions Regarding CPTSpecialNeedsTrust

What is CPTSpecialNeedsTrust's official website?
CPTSpecialNeedsTrust's official website is www.knightsadministration.com
What is CPTSpecialNeedsTrust's Revenue?
CPTSpecialNeedsTrust's revenue is <$5 Million
What is CPTSpecialNeedsTrust's SIC code?
CPTSpecialNeedsTrust's SIC: 60,609
What is CPTSpecialNeedsTrust's NAICS code?
CPTSpecialNeedsTrust's NAICS: 52,523
How many employees does CPTSpecialNeedsTrust have?
CPTSpecialNeedsTrust has 1-10 employees
What industry does CPTSpecialNeedsTrust belong to?
CPTSpecialNeedsTrust is in the industry of: Finance, Securities Trading, Law Firms & Legal Services
What is CPTSpecialNeedsTrust competition?
CPTSpecialNeedsTrust top competitors include: Charities Pooled Trust, The Arc Master Trust, American Charitable Trust of Florida, AD Fiduciary
What technology does CPTSpecialNeedsTrust use?
Some of the popular technologies that CPTSpecialNeedsTrust uses are: Microsoft 365, GoDaddy DNS, GoDaddy Email Hosting, Microsoft Exchange Online
What does CPTSpecialNeedsTrust do?

CPTSpecialNeedsTrust specializes in creating special needs trusts to help individuals with disabilities manage their financial resources while preserving their eligibility for government benefits. The company offers comprehensive services that include trust administration, legal guidance, and personalized financial planning tailored to the unique n... eeds of their clients. Their intended clients primarily include individuals with disabilities, their families, and caregivers seeking to secure a stable financial future. With a focus on compassion and expertise, CPTSpecialNeedsTrust aims to empower these clients to enhance their quality of life.Read More

Is CPTSpecialNeedsTrust a public company?
CPTSpecialNeedsTrust is private company therefore does not currently have an official ticker symbol
See more information about CPTSpecialNeedsTrust

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.