Company lists · Data refreshed September 2026
Top 25 Outsourced trust accounting firms based in the United States
RevenueBase identified 362 company matches for outsourced trust accounting firms associated with the United States as of September 2026 and tracks 3,497 professional contacts across them, including 1,760 with verified work emails. San Diego is the largest hub.
This list covers company matches for outsourced trust accounting firms associated with the United States, 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 September 21, 2026.
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.
The 25 largest outsourced trust accounting firms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 320 contacts → | ||||
Exact match “Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 2 | 168 contacts → | ||||
Exact match “Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 3 | 147 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 4 | 114 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 5 | 97 contacts → | ||||
Exact match “Anand Tated a seasoned chartered accountant and the CEO of Pacific Accounting & Business Services (PABS) started PABS with his vision to customize modern solutions and deliver…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 6 | 88 contacts → | ||||
Exact match “ABOUT: PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 7 | 82 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 · Sep 21, 2026 · View company records in RevenueBase | |||||
| 8 | 60 contacts → | ||||
Exact match “Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 9 | 59 contacts → | ||||
Exact match “Welcome to Intellgus, the firm that’s reshaping the landscape of offshore staffing solutions for CPAs, accounting firms, and tax professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 10 | 58 contacts → | ||||
Exact match “Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our clients all across this great nation who want to benefit from the…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 11 | 54 contacts → | ||||
Exact match “Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 12 | 52 contacts → | ||||
Exact match “Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 13 | 48 contacts → | ||||
Exact match “TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 14 | 46 contacts → | ||||
Exact match “Infovisa is a leader in trust accounting software.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 15 | 41 contacts → | ||||
Exact match “In the trust services market place, we set ourselves apart from our competitors, including bank trust departments, by focusing entirely on serving as trustee- while working in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 16 | 40 contacts → | ||||
Exact match “Covenant Trust Company is a non-depository trust company, chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 17 | 39 contacts → | ||||
Exact match “At Trust Management Network, we believe that trust organizations deserve the best.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 18 | 39 contacts → | ||||
Exact match “Founded and based in the Washington, DC area, Harmony Group’s team of experts has provided financial leadership, guidance, and advice to individuals, families, businesses, and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 19 | 38 contacts → | ||||
Exact match “San Pasqual Fiduciary Trust Company combines the best qualities of a private trustee, personalized service, attention to detail and a focus on our clients’ well-being, along…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 20 | 37 contacts → | ||||
Exact match “A premier outsourced accounting and finance firm located in the Washington, D.C.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 21 | 36 contacts → | ||||
Exact match “In the financial world today, stability is quickly vanishing.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 22 | 35 contacts → | ||||
Exact match “Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “RDM Associates is a premier provider of Outsourced Accounting Services to Nonprofit Organizations.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 24 | 34 contacts → | ||||
Exact match “Fiduciary Partners Trust Company provides independent trust services to over 1,400 clients in Wisconsin, Illinois, and other states.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
| 25 | 32 contacts → | ||||
Exact match “At Spinnaker Trust, our mission is to help our clients build wealth, and protect it, while preserving peace of mind.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “outsourced trust accounting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 362 outsourced trust accounting firms based in the United States
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Outsourced trust accounting firms based in the United States at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 362 companies.
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.
- What qualifies
- Company records associated with the United States whose business descriptions match “outsourced trust accounting firms” 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 1,760 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 September 21, 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.
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 “outsourced trust accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many outsourced trust accounting firms are there based in the United States?
RevenueBase identified 362 company matches for outsourced trust accounting firms associated with the United States as of September 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?
Unison Globus tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most outsourced trust accounting firms?
San Diego leads with 8 company records, followed by Chicago (7) and Houston (7).
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 1,760 professional contacts with verified work emails tracked across these 362 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 September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 362 outsourced trust accounting firms based in the United States. Start with a free account, no credit card.
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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.
More company lists
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- Lists by location
- Lists A-Z
- New lists
- Outsourced trust accounting firms based in Australia
- Outsourced trust accounting firms based in Brazil
- Outsourced trust accounting firms based in Canada
- Outsourced trust accounting firms based in India
- Outsourced trust accounting firms based in Switzerland
- AI companies based in the United States
Company intelligence · public preview
Top 25 outsourced trust accounting firms based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 362 matching company records for outsourced trust accounting firms based in the United States, with 3,497 tracked contacts and 1,760 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 outsourced trust accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Unison Globusunisonglobus.comHQ: Coral Springs, FL, United StatesReported employees: 201-500 | Coral Springs, FL, United States | 201-500 | Exact match | 320 contacts → |
“Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Infinity Globus, A Springline Companyinfinity-globus.comHQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 168 contacts → |
“Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Cumberland Trustcumberlandtrust.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Baird Trust Company Baird Trustrwbaird.comHQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 114 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Pacific Accounting & Business Services INCpacificabs.comHQ: Irving, TX, United StatesReported employees: 1,001-5,000 | Irving, TX, United States | 1,001-5,000 | Exact match | 97 contacts → |
“Anand Tated a seasoned chartered accountant and the CEO of Pacific Accounting & Business Services (PABS) started PABS with his vision to customize modern solutions and deliver…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Penchecks Trustpenchecks.com HQ: La Mesa, CA, United StatesReported employees: 51-200 | La Mesa, CA, United States | 51-200 | Exact match | 88 contacts → |
“ABOUT: PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Arden Trust Companyardentrust.comHQ: Wilmington, DE, United StatesReported employees: 51-200 | Wilmington, DE, United States | 51-200 | Exact match | 82 contacts → |
“Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Peak Trust Companypeaktrust.com HQ: Anchorage, AK, United StatesReported employees: 11-50 | Anchorage, AK, United States | 11-50 | Exact match | 60 contacts → |
“Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Intellgusintellgus.comHQ: Texas, TX, United StatesReported employees: 51-200 | Texas, TX, United States | 51-200 | Exact match | 59 contacts → |
“Welcome to Intellgus, the firm that’s reshaping the landscape of offshore staffing solutions for CPAs, accounting firms, and tax professionals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Premier Trust, INCpremiertrust.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 58 contacts → |
“Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our clients all across this great nation who want to benefit from the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Ravix Groupravixgroup.comHQ: San Jose, CA, United StatesReported employees: 51-200 | San Jose, CA, United States | 51-200 | Exact match | 54 contacts → |
“Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Advocacy Trustadvocacytrust.comHQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 52 contacts → |
“Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ti-Trust, INCti-trust.com HQ: Quincy, IL, United StatesReported employees: 51-200 | Quincy, IL, United States | 51-200 | Exact match | 48 contacts → |
“TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Infovisa, INCinfovisa.comHQ: Cornelius, NC, United StatesReported employees: 11-50 | Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ZIA Trust, INCziatrust.com HQ: Albuquerque, NM, United StatesReported employees: 11-50 | Albuquerque, NM, United States | 11-50 | Exact match | 41 contacts → |
“In the trust services market place, we set ourselves apart from our competitors, including bank trust departments, by focusing entirely on serving as trustee- while working in…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Covenant Trustcovenanttrust.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 40 contacts → |
“Covenant Trust Company is a non-depository trust company, chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trust Management Networktrust-mgmt.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 39 contacts → |
“At Trust Management Network, we believe that trust organizations deserve the best.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Harmony Group, INCharmonycpa.comHQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 39 contacts → |
“Founded and based in the Washington, DC area, Harmony Group’s team of experts has provided financial leadership, guidance, and advice to individuals, families, businesses, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  SAN Pasqual Fiduciary Trust Companyspftc.comHQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 38 contacts → |
“San Pasqual Fiduciary Trust Company combines the best qualities of a private trustee, personalized service, attention to detail and a focus on our clients’ well-being, along…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  BAY Business Group LLCbay-biz.comHQ: Falls Church, VA, United StatesReported employees: 11-50 | Falls Church, VA, United States | 11-50 | Exact match | 37 contacts → |
“A premier outsourced accounting and finance firm located in the Washington, D.C.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Caldwell Trust Companyctrust.com HQ: Venice, FL, United StatesReported employees: 11-50 | Venice, FL, United States | 11-50 | Exact match | 36 contacts → |
“In the financial world today, stability is quickly vanishing.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Midwest Institutional Trust Companymidwestinstitutionaltrust.com HQ: Wauwatosa, WI, United StatesReported employees: 201-500 | Wauwatosa, WI, United States | 201-500 | Exact match | 35 contacts → |
“Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  RDM Associatesrdma.comHQ: Clarkston, MI, United StatesReported employees: 11-50 | Clarkston, MI, United States | 11-50 | Exact match | 35 contacts → |
“RDM Associates is a premier provider of Outsourced Accounting Services to Nonprofit Organizations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fiduciary Partners Trust Companyfiduciarypartners.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 34 contacts → |
“Fiduciary Partners Trust Company provides independent trust services to over 1,400 clients in Wisconsin, Illinois, and other states.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Spinnaker Trustspinnakertrust.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 32 contacts → |
“At Spinnaker Trust, our mission is to help our clients build wealth, and protect it, while preserving peace of mind.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 362 company matches
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Outsourced trust accounting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
359 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 362 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for outsourced trust accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many outsourced trust accounting firms did RevenueBase find based in the United States?
The saved snapshot records 362 matching company records, 3,497 tracked contacts and 1,760 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Outsourced trust accounting firms by geography
Cite this list
RevenueBase Data Team. Top 25 outsourced trust accounting firms based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/outsourced-trust-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Outsourced trust accounting firms based in Australia
- Outsourced trust accounting firms based in Brazil
- Outsourced trust accounting firms based in Canada
- Outsourced trust accounting firms based in India
- Outsourced trust accounting firms based in Switzerland
- AI companies based in the United States
Company intelligence · public preview
Top 25 outsourced trust accounting firms based in the United States
RevenueBase records 362 matching company records for outsourced trust accounting firms based in the United States, with 3,497 tracked contacts and 1,760 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 21, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 outsourced trust accounting firms based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Unison Globusunisonglobus.com HQ: Coral Springs, FL, United StatesReported employees: 201-500 | Coral Springs, FL, United States | 201-500 | Exact match | 320 contacts → |
“Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Infinity Globus, A Springline Companyinfinity-globus.com HQ: Dallas, TX, United StatesReported employees: 201-500 | Dallas, TX, United States | 201-500 | Exact match | 168 contacts → |
“Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Cumberland Trustcumberlandtrust.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 147 contacts → |
“Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Baird Trust Company Baird Trustrwbaird.com HQ: Louisville, KY, United StatesReported employees: 51-200 | Louisville, KY, United States | 51-200 | Exact match | 114 contacts → |
“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 description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Pacific Accounting & Business Services INCpacificabs.com HQ: Irving, TX, United StatesReported employees: 1,001-5,000 | Irving, TX, United States | 1,001-5,000 | Exact match | 97 contacts → |
“Anand Tated a seasoned chartered accountant and the CEO of Pacific Accounting & Business Services (PABS) started PABS with his vision to customize modern solutions and deliver…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Penchecks Trustpenchecks.com HQ: La Mesa, CA, United StatesReported employees: 51-200 | La Mesa, CA, United States | 51-200 | Exact match | 88 contacts → |
“ABOUT: PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Arden Trust Companyardentrust.com HQ: Wilmington, DE, United StatesReported employees: 51-200 | Wilmington, DE, United States | 51-200 | Exact match | 82 contacts → |
“Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Peak Trust Companypeaktrust.com HQ: Anchorage, AK, United StatesReported employees: 11-50 | Anchorage, AK, United States | 11-50 | Exact match | 60 contacts → |
“Peak Trust Company, serves estate planners looking for a professional corporate trustee, who want reliable and accessible expertise to help them with their client’s complex trust…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Intellgusintellgus.com HQ: Texas, TX, United StatesReported employees: 51-200 | Texas, TX, United States | 51-200 | Exact match | 59 contacts → |
“Welcome to Intellgus, the firm that’s reshaping the landscape of offshore staffing solutions for CPAs, accounting firms, and tax professionals.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Premier Trust, INCpremiertrust.com HQ: Las Vegas, NV, United StatesReported employees: 11-50 | Las Vegas, NV, United States | 11-50 | Exact match | 58 contacts → |
“Premier Trust is a Nevada chartered trust company providing independent administrative trustee services to our clients all across this great nation who want to benefit from the…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Ravix Groupravixgroup.com HQ: San Jose, CA, United StatesReported employees: 51-200 | San Jose, CA, United States | 51-200 | Exact match | 54 contacts → |
“Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Advocacy Trustadvocacytrust.com HQ: Brentwood, TN, United StatesReported employees: 11-50 | Brentwood, TN, United States | 11-50 | Exact match | 52 contacts → |
“Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ti-Trust, INCti-trust.com HQ: Quincy, IL, United StatesReported employees: 51-200 | Quincy, IL, United States | 51-200 | Exact match | 48 contacts → |
“TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Infovisa, INCinfovisa.com HQ: Cornelius, NC, United StatesReported employees: 11-50 | Cornelius, NC, United States | 11-50 | Exact match | 46 contacts → |
“Infovisa is a leader in trust accounting software.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | ZIA Trust, INCziatrust.com HQ: Albuquerque, NM, United StatesReported employees: 11-50 | Albuquerque, NM, United States | 11-50 | Exact match | 41 contacts → |
“In the trust services market place, we set ourselves apart from our competitors, including bank trust departments, by focusing entirely on serving as trustee- while working in…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Covenant Trustcovenanttrust.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 40 contacts → |
“Covenant Trust Company is a non-depository trust company, chartered in 1988 and regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Trust Management Networktrust-mgmt.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 39 contacts → |
“At Trust Management Network, we believe that trust organizations deserve the best.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Harmony Group, INCharmonycpa.com HQ: Annapolis, MD, United StatesReported employees: 11-50 | Annapolis, MD, United States | 11-50 | Exact match | 39 contacts → |
“Founded and based in the Washington, DC area, Harmony Group’s team of experts has provided financial leadership, guidance, and advice to individuals, families, businesses, and…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | SAN Pasqual Fiduciary Trust Companyspftc.com HQ: Los Angeles, CA, United StatesReported employees: 11-50 | Los Angeles, CA, United States | 11-50 | Exact match | 38 contacts → |
“San Pasqual Fiduciary Trust Company combines the best qualities of a private trustee, personalized service, attention to detail and a focus on our clients’ well-being, along…” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | BAY Business Group LLCbay-biz.com HQ: Falls Church, VA, United StatesReported employees: 11-50 | Falls Church, VA, United States | 11-50 | Exact match | 37 contacts → |
“A premier outsourced accounting and finance firm located in the Washington, D.C.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Caldwell Trust Companyctrust.com HQ: Venice, FL, United StatesReported employees: 11-50 | Venice, FL, United States | 11-50 | Exact match | 36 contacts → |
“In the financial world today, stability is quickly vanishing.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Midwest Institutional Trust Companymidwestinstitutionaltrust.com HQ: Wauwatosa, WI, United StatesReported employees: 201-500 | Wauwatosa, WI, United States | 201-500 | Exact match | 35 contacts → |
“Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | RDM Associatesrdma.com HQ: Clarkston, MI, United StatesReported employees: 11-50 | Clarkston, MI, United States | 11-50 | Exact match | 35 contacts → |
“RDM Associates is a premier provider of Outsourced Accounting Services to Nonprofit Organizations.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Fiduciary Partners Trust Companyfiduciarypartners.com HQ: Appleton, WI, United StatesReported employees: 11-50 | Appleton, WI, United States | 11-50 | Exact match | 34 contacts → |
“Fiduciary Partners Trust Company provides independent trust services to over 1,400 clients in Wisconsin, Illinois, and other states.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Spinnaker Trustspinnakertrust.com HQ: Portland, ME, United StatesReported employees: 11-50 | Portland, ME, United States | 11-50 | Exact match | 32 contacts → |
“At Spinnaker Trust, our mission is to help our clients build wealth, and protect it, while preserving peace of mind.” Recorded description excerpt · September 21, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 362 company matches
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Outsourced trust accounting firms: dataset insights
September 21, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
359 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 362 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 21, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for outsourced trust accounting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many outsourced trust accounting firms did RevenueBase find based in the United States?
The saved snapshot records 362 matching company records, 3,497 tracked contacts and 1,760 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 21, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Outsourced trust accounting firms by geography
Cite this list
RevenueBase Data Team. Top 25 outsourced trust accounting firms based in the United States. Snapshot: September 21, 2026. https://revenuebase.ai/companies/outsourced-trust-accounting-firms/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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