Peak Trust

Finance · Alaska, United States · 11-50 Employees

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Overview

Headquarters

3000 A St Ste 200, Anchorage, Alaska, 99...

Phone Number

(907) 278-6775

Revenue

$5.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
2
2
1
2
2

About Peak Trust

Peak Trust Company specializes in trust administration under Alaska and Nevada law, offering services to corporate trustees and private trust companies. Their extensive range of trust services includes asset protection trusts, irrevocable life insurance trusts, and self-directed IRA services, catering to attorneys, families, and financial advisors. The company is committed to providing efficient trust opening processes and expert guidance through a knowledgeable team. With a focus on sophisticated estate planning, Peak Trust aims to support clients in navigating complex trust and estate matters.Explore more
Peak Trust's Social MediaPopular SearchesPeak Trust CoPeak TrustPeak Trust LtdPKW Trust Asset Management LLCPeak Trust Company AkSIC Code 62,628NAICS Code 52,523Show more

Peak Trust Org Chart

MB
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President & Chief Executive Officer

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JF
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Chief Operating Officer

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JM
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Chief Financial Officer

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MS
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Manager, Operations

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RH
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peak Trust

$5.9M
11-50
Private
-
1997
MB
Matthew BlattmachrPresident & CEO
$51.6M
51-200
Private
<$5M
2004
DG
Daniel GwizdakChief Operating Officer
$43.6M
51-200
Private
-
1913
$18M
51-200
Private
<$5M
2001
<$5M
11-50
Private
-
2015
NA
Natalie AddessiDirector, Client Relations
<$5M
51-200
Private
-
1998
VP
Vincent PanizziSenior Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Peak Trust Tech Stack

A closer look at the technologies used by Peak Trust

Most Recent Scoops

Open Position
Promotion
Executive Move
Jeannie Fanning has recently been promoted from Head of Strategic Operations to the role of Chief Operating Officer.
Executive Moves, Promotion
Hiring Plans
Peak Trust has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Portfolio Management, Use Tax, Trust Management, Securities Research, Bookkeeping, Banking, and Performance Reporting.
Hiring Plans
Hiring Plans
Peak Trust has more open roles in Marketing than it has had at any time in the past 12 months. Areas of expertise include: Sales Pipelines.
Hiring Plans
Open Position
See more scoops

Peak Trust News & Media

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Frequently Asked Questions Regarding Peak Trust

What is Peak Trust's official website?
Peak Trust's official website is www.peaktrust.com
What is Peak Trust's Revenue?
Peak Trust's revenue is $5.9 Million
What is Peak Trust's SIC code?
Peak Trust's SIC: 62,628
What is Peak Trust's NAICS code?
Peak Trust's NAICS: 52,523
How many employees does Peak Trust have?
Peak Trust has 11-50 employees
What industry does Peak Trust belong to?
Peak Trust is in the industry of: Finance, Securities Trading
What is Peak Trust competition?
Peak Trust top competitors include: Annex Wealth Management, Copper Canyon Wealth Management, Faubourg Private Wealth, Perigon Wealth Management
What technology does Peak Trust use?
Some of the popular technologies that Peak Trust uses are: WordPress.org, PHP, HubSpot, Google Font API
Who is the CFO of Peak Trust?
Peak Trust's CFO is James Meier
How do I contact Peak Trust?
Peak Trust contact info: Phone number: (907) 278-6775 Website: www.peaktrust.com
What does Peak Trust do?

Peak Trust Company specializes in trust administration under Alaska and Nevada law, offering services to corporate trustees and private trust companies. Their extensive range of trust services includes asset protection trusts, irrevocable life insurance trusts, and self-directed IRA services, catering to attorneys, families, and financial advisors.... The company is committed to providing efficient trust opening processes and expert guidance through a knowledgeable team. With a focus on sophisticated estate planning, Peak Trust aims to support clients in navigating complex trust and estate matters.Read More

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

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