Company lists · Data refreshed November 2026

Top 25 Settlor services companies worldwide

RevenueBase identified 2,441 company matches for settlor services companies worldwide as of November 2026 and tracks 22,119 professional contacts across them, including 9,719 with verified work emails. The United States is the largest market and San Diego the largest hub.

This list covers company matches for settlor services companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for settlor services companies follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built
2,441Companies
22,119Contacts tracked
9,719Verified emails
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The 25 largest settlor services companies worldwide

Ranked by team size
Top 25 of 2,441 company matches for settlor services companies worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchWaterfall, South AfricaHQ recorded Nov 6, 2026501-1,0001,208 contacts →

Exact match

“We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2Exact matchSt. Helier, JerseyHQ recorded Nov 6, 20261,001-5,000938 contacts →

Exact match

“We are ZEDRA.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3Exact matchBryanston, South AfricaHQ recorded Nov 6, 2026501-1,000720 contacts →

Exact match

“Trust us to help you Leave a Legacy.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4Exact matchMelbourne, AustraliaHQ recorded Nov 6, 2026201-500437 contacts →

Exact match

“Equity Trustees is Australia's leading specialist trustee company.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5Exact matchKuala Lumpur, MalaysiaHQ recorded Nov 6, 202651-200360 contacts →

Exact match

“The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6Exact matchEl Segundo, CA, United StatesHQ recorded Nov 6, 2026201-500353 contacts →

Exact match

“Now in our fifth decade of professional service, Verita offers a comprehensive range of legal, fiduciary, and administrative services to professionals around the world.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7Exact matchBogota, ColombiaHQ recorded Nov 6, 2026201-500290 contacts →

Exact match

“Empresa prestadora de Servicios Fiduciarios.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8Exact match12 U.s. Offices, CO, United StatesHQ recorded Nov 6, 2026201-500168 contacts →

Exact match

“Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9Exact matchSt Helier, JerseyHQ recorded Nov 6, 2026501-1,000153 contacts →

Exact match

“On March 31 2026, Accuro was acquired by Opera Group Limited, a privately held company of fiduciary, corporate and fund administration businesses majority owned by Stephen…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10Exact matchMemphis, NC, United StatesHQ recorded Nov 6, 202651-200149 contacts →

Exact match

“Diversified Trust is a wealth management and trust advisory firm combining the rigor of a trust company with the holistic approach of a boutique wealth manager.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11Exact matchNashville, TN, United StatesHQ recorded Nov 6, 202651-200147 contacts →

Exact match

“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12Exact matchChattanooga, GA, United StatesHQ recorded Nov 6, 202611-50144 contacts →

Exact match

“Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13Exact matchOverland Park, KS, United StatesHQ recorded Nov 6, 202651-200143 contacts →

Exact match

“Trust services that are rooted in meeting your goals.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14Exact matchErie, OH, United StatesHQ recorded Nov 6, 202651-200138 contacts →

Exact match

“HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15Exact matchMilan, ItalyHQ recorded Nov 6, 202651-200138 contacts →

Exact match

“Unione Fiduciaria is Italy's leading fiduciary company by assets under administration.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16Exact matchTulsa, TX, United StatesHQ recorded Nov 6, 202651-200128 contacts →

Exact match

“Planning for your future can feel overwhelming.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17Exact matchLouisville, KY, United StatesHQ recorded Nov 6, 202651-200124 contacts →

Exact match

“Baird Trust Company (“Baird Trust”) is one of the largest state chartered trust companies in the Commonwealth of Kentucky, with over $15 billion in assets and branch offices also…”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18Exact matchDouglas, Isle of ManHQ recorded Nov 6, 202651-200106 contacts →

Exact match

“Abacus is an independent provider of professional, fiduciary and management services focused on the interests of the clients we represent.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19Exact matchAuckland, New ZealandHQ recorded Nov 6, 202651-200104 contacts →

Exact match

“Cone Marshall is an international, independent trust and fiduciary services company built on decades of cross-border wealth experience.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20Exact matchOmaha, NE, United StatesHQ recorded Nov 6, 202651-200103 contacts →

Exact match

“We are Bridges Trust.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21Exact matchMarket Drayton, United KingdomHQ recorded Nov 6, 2026201-500101 contacts →

Exact match

“Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22Exact matchWilmington, DE, United StatesHQ recorded Nov 6, 202651-20092 contacts →

Exact match

“Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23Exact matchTulsa, OK, United StatesHQ recorded Nov 6, 202651-20090 contacts →

Exact match

“Trust Company of Oklahoma is the largest and oldest independent trust company in the state, with locations in Tulsa and Oklahoma City.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24Exact matchBristol, United KingdomHQ recorded Nov 6, 202651-20088 contacts →

Exact match

“Kings Court Trust is one of the UK’s leading estate administration service providers.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25Exact matchSioux Falls, WY, United StatesHQ recorded Nov 6, 202651-20088 contacts →

Exact match

“South Dakota Trust Company LLC (SDTC), with over $155 billion in assets under administration, was founded by Al King and Pierce McDowell in 2002.”

Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

Showing 25 of 2,441 settlor services companies worldwide

See the full list, filter by size, metro and specialty, and access 9,719 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Settlor services companies worldwide at a glance

As of Nov 6, 2026
43.9%Verified-email coverage
9.1Average contacts per company
1-10Median size (employees)
1.6%Largest-city concentration · San Diego
Nov 6, 2026Page data refreshed

Companies by employee count

1-10
1,824
11-50
462
51-200
92
201-500
24
501-1,000
6
1,001-5,000
4

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage
Every country. Country and city lists for settlor services companies are linked below.
What qualifies
Company records worldwide whose business descriptions match “settlor services companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 9,719 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Settlor services companies by location

8 lists · largest first

Every Settlor services companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “settlor services companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many settlor services companies are there worldwide?

RevenueBase identified 2,441 company matches for settlor services companies worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

PSG Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most settlor services companies?

The United States leads with 1,597 companies, followed by Switzerland (124) and the United Kingdom (81). Every settlor services companies list by country and city is linked on this page.

Which city has the most settlor services companies?

San Diego leads with 39 company records, followed by New York (31) and Chicago (23).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 9,719 professional contacts with verified work emails tracked across these 2,441 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.