New Vision Trust

Finance · South Dakota, United States · 11-50 Employees

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Overview

Headquarters

401 E 8th St Ste 203A, Sioux Falls, Sout...

Phone Number

(605) 679-4949

Revenue

<$5 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About New Vision Trust

New Vision Trust is a leading regulated passive custodian specializing in alternative asset custody and self-directed retirement accounts. The company empowers service providers and advisors to offer clients a diverse range of investment options, including traditional and alternative assets like real estate and private equity. With a focus on personal service and compliance, New Vision Trust provides record-keeping and IRS reporting for various retirement accounts. Their intended clients include individual investors, investment sponsors, family offices, advisory firms, and broker-dealers.Explore more
New Vision Trust's Social MediaPopular SearchesNew Vision Trust Co2 New Vision TrustSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

New Vision Trust

<$5M
11-50
Private
-
2019
N/A
$20.4M
51-200
Private
-
2009
JW
Jenny WestCorporate Controller
$19.2M
51-200
Private
-
1978
NB
Nueva Bean-SmithChief Administrative Officer
$11.6M
11-50
Private
-
2015
<$5M
11-50
Private
-
2018
CG
Cristian GonzalezVice President, Operations
<$5M
11-50
Private
-
-
DM
Donna MillerVice President & Chief Operating Officer
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

New Vision Trust Tech Stack

A closer look at the technologies used by New Vision Trust

Top Finance Companies

Frequently Asked Questions Regarding New Vision Trust

What is New Vision Trust's official website?
New Vision Trust's official website is www.newvisiontrust.com
What is New Vision Trust's Revenue?
New Vision Trust's revenue is <$5 Million
What is New Vision Trust's SIC code?
New Vision Trust's SIC: 62,628
What is New Vision Trust's NAICS code?
New Vision Trust's NAICS: 52,523
How many employees does New Vision Trust have?
New Vision Trust has 11-50 employees
What industry does New Vision Trust belong to?
New Vision Trust is in the industry of: Finance, Banking, Securities Trading
What is New Vision Trust competition?
New Vision Trust top competitors include: Kingdom Trust, IRA Financial Trust, M2 Trust Services, Mainstar Trust
What technology does New Vision Trust use?
Some of the popular technologies that New Vision Trust uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact New Vision Trust?
New Vision Trust contact info: Phone number: (605) 679-4949 Website: www.newvisiontrust.com
What does New Vision Trust do?

New Vision Trust is a leading regulated passive custodian specializing in alternative asset custody and self-directed retirement accounts. The company empowers service providers and advisors to offer clients a diverse range of investment options, including traditional and alternative assets like real estate and private equity. With a focus on perso... nal service and compliance, New Vision Trust provides record-keeping and IRS reporting for various retirement accounts. Their intended clients include individual investors, investment sponsors, family offices, advisory firms, and broker-dealers.Read More

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

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