Company lists · Data refreshed September 2026
Top 25 Outsourced trust accounting firms based in the United States
RevenueBase identified 362 outsourced trust accounting firms headquartered in 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 outsourced trust accounting firms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 → | ||||
Strong evidence “Unison Globus is a global accounting outsourcing and offshore staffing partner dedicated to supporting CPA firms and accounting professionals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 168 contacts → | ||||
Strong evidence “Infinity Globus, a Springline company, is a leading accounting outsourcing firm with over two decades of industry experience, providing tailored taxation and accounting services…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 147 contacts → | ||||
Partial evidence “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 114 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 97 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 88 contacts → | ||||
Strong evidence “ABOUT: PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 82 contacts → | ||||
Partial evidence “Arden Trust Company has a unique tradition of supporting the relationship between financial professionals and their clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 60 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 59 contacts → | ||||
Partial evidence “Welcome to Intellgus, the firm that’s reshaping the landscape of offshore staffing solutions for CPAs, accounting firms, and tax professionals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 58 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 54 contacts → | ||||
Strong evidence “Ravix Group is the leading provider of outsourced accounting, fractional CFO, HR consulting, and liquidation/orderly wind-downs services in the Silicon Valley.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 52 contacts → | ||||
Partial evidence “Advocacy Trust is a Tennessee chartered trust company with the ability to serve clients in most states across the country.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 48 contacts → | ||||
Partial evidence “TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 46 contacts → | ||||
Strong evidence “Infovisa is a leader in trust accounting software.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 41 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 40 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 39 contacts → | ||||
Partial evidence “At Trust Management Network, we believe that trust organizations deserve the best.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 39 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 38 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 37 contacts → | ||||
Strong evidence “A premier outsourced accounting and finance firm located in the Washington, D.C.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 36 contacts → | ||||
Indirect evidence “In the financial world today, stability is quickly vanishing.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 35 contacts → | ||||
Partial evidence “Midwest Institutional Trust Company (“MITC”) is a financial services provider delivering customizable trust banking solutions with unparalleled service and integrity.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 35 contacts → | ||||
Strong evidence “RDM Associates is a premier provider of Outsourced Accounting Services to Nonprofit Organizations.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 34 contacts → | ||||
Partial evidence “Fiduciary Partners Trust Company provides independent trust services to over 1,400 clients in Wisconsin, Illinois, and other states.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 32 contacts → | ||||
Partial evidence “At Spinnaker Trust, our mission is to help our clients build wealth, and protect it, while preserving peace of mind.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: outsourced trust accounting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names outsourced trust accounting firms.
- Partial evidence
- Its own public description names part of outsourced trust accounting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name outsourced trust accounting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
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
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among outsourced trust accounting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in the United States whose own description of what they do matches “outsourced trust accounting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names outsourced trust accounting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among outsourced trust accounting firms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 1,760 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names outsourced trust accounting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many outsourced trust accounting firms are there based in the United States?
RevenueBase identified 362 outsourced trust accounting firms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Unison Globus, headquartered in Coral Springs, tops this list with the largest team on record.
Which city has the most outsourced trust accounting firms?
San Diego leads with 8 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 1,760 verified decision-maker contacts tracked across these 362 companies.
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.
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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 Smart Search, 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.
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