NuView Trust

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

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Overview

Headquarters

101 S Reid St Ste 307, Sioux Falls, Sout...

Phone Number

(407) 367-3472

Revenue

$15.9 Million

Industry

Finance Banking Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About NuView Trust

Founded in 2003, NuView Trust Company administers self-directed accounts for clients seeking to hold alternative investments within their Individual Retirement Account (IRA). While other custodians tend to reject nontraditional investments, NuView's administrative platform was designed with alternatives in mind.Explore more
NuView Trust's Social MediaPopular SearchesNuView Trust CoNuViewNuView TrustNuview IncNuView Trust IncSIC Code 62,628NAICS Code 52,523Show more

NuView Trust Org Chart

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LC
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Assistant Director

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GW
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Accounting Associate

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TP
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Operational Specialist

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JP
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Private Equity Specialist

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AC
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Private Equity Senior Specialist

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NuView Trust

$15.9M
11-50
Private
<$5M
2003
LC
Linda ChiuAssistant Director
$68.7M
51-200
Public
-
2003
$23.8M
51-200
Private
<$5M
2004
$11.6M
51-200
Private
-
2008
Kelli Click, President at STRATA Trust
Kelli ClickPresident
$5.8M
11-50
Private
<$5M
1996
Yvonne Garcia, Chief Marketing Officer at IRA Resources
Yvonne GarciaChief Marketing Officer
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
-
QM
Quentin MooreOSJ Branch Manager, Financial Advisor and Registered Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

NuView Trust financials insights

Gather financial insights about NuView Trust, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All NuView Trust's Financials Insights

NuView Trust Tech Stack

A closer look at the technologies used by NuView Trust

Most Recent Scoops

Mergers & Acquisitions (M&A)
Event
Events
Open Position
Promotion
Jason DeBono has been promoted from Vice President to the role of President.
Seeking Replacement
Funding
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NuView Trust News & Media

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Frequently Asked Questions Regarding NuView Trust

What is NuView Trust's official website?
NuView Trust's official website is www.nuviewtrust.com
What is NuView Trust's Revenue?
NuView Trust's revenue is $15.9 Million
What is NuView Trust's SIC code?
NuView Trust's SIC: 62,628
What is NuView Trust's NAICS code?
NuView Trust's NAICS: 52,523
How many employees does NuView Trust have?
NuView Trust has 11-50 employees
What industry does NuView Trust belong to?
NuView Trust is in the industry of: Finance, Banking, Securities Trading
What is NuView Trust competition?
NuView Trust top competitors include: STRATA Trust, Midland Trust, Cabot Lodge Securities, Saltgrass Financial Group
What companies has NuView Trust acquired?
NuView Trust has acquired the companies: Benefit Resource, pacificbenefits.com, PayFlex, Accruit
What technology does NuView Trust use?
Some of the popular technologies that NuView Trust uses are: Cloudflare Rocket Loader, DocuSign, WordPress.org, reCAPTCHA
How do I contact NuView Trust?
NuView Trust contact info: Phone number: (407) 367-3472 Website: www.nuviewtrust.com
What does NuView Trust do?

Founded in 2003, NuView Trust Company administers self-directed accounts for clients seeking to hold alternative investments within their Individual Retirement Account (IRA). While other custodians tend to reject nontraditional investments, NuView's administrative platform was designed with alternatives in mind.... Read More

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

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