Company lists · Data refreshed September 2026

Top 14 Trust administration firms based in Scottsdale, United States

RevenueBase identified 29 trust administration firms headquartered in Scottsdale, United States as of September 2026 and tracks 149 professional contacts across them, including 65 with verified work emails. New York is the largest hub.

This list covers trust administration firms headquartered in Scottsdale, 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 22, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review
29Companies
149Contacts tracked
65Verified emails
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The 14 largest trust administration firms based in Scottsdale, United States

Ranked by team size
Top 14 of 29 trust administration firms based in Scottsdale, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to trust administration firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 202611-5018 contacts →

Partial evidence

“At Zenith Private Bank & Trust, we believe in building relationships that last.”

Source: RevenueBase Database · checked Sep 22, 2026
2Strong evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 202611-5012 contacts →

Strong evidence

“Braun Cathie Kruzel PC was formed in to exclusively focus on Estate Planning, Probate, and Trust Administration, settlement of both contested and uncontested estates, and related…”

Source: RevenueBase Database · checked Sep 22, 2026
3Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 202611-5012 contacts →

Indirect evidence

“After over 33 years of Estate Planning experience, Matt was able to put together a team of Estate Planning professionals to make your experience at Dana Whiting Law truly unique…”

Source: RevenueBase Database · checked Sep 22, 2026
4Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-1011 contacts →

Partial evidence

“Wills, Trust & More.”

Source: RevenueBase Database · checked Sep 22, 2026
5Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-1010 contacts →

Indirect evidence

“Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors.”

Source: RevenueBase Database · checked Sep 22, 2026
6Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 202611-509 contacts →

Indirect evidence

“Progressive Financial Concepts provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth…”

Source: RevenueBase Database · checked Sep 22, 2026
7Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-108 contacts →

Partial evidence

“Exeter Financial is a Wealth Management Firm that is comprised of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.”

Source: RevenueBase Database · checked Sep 22, 2026
8Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-107 contacts →

Indirect evidence

“The Law Office of Libby Banks, PLLC is your destination for estate planning.”

Source: RevenueBase Database · checked Sep 22, 2026
9Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-106 contacts →

Indirect evidence

“We are the catalyst to help you determine objectives for business and estate planning and work with your advisors to take action and complete the plan.”

Source: RevenueBase Database · checked Sep 22, 2026
10Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 202611-504 contacts →

Indirect evidence

“Grand Canyon Planning Associates (“GCPA”) is a full service financial and estate planning firm with professionals that have been helping Arizona residents for more than 25 years.”

Source: RevenueBase Database · checked Sep 22, 2026
11Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-103 contacts →

Indirect evidence

“DeAngelis Legal is a law firm in Scottsdale, Arizona.”

Source: RevenueBase Database · checked Sep 22, 2026
12Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“Truest Law is Arizona's premier estate and trust planning legal firm.”

Source: RevenueBase Database · checked Sep 22, 2026
13Partial evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 20261-102 contacts →

Partial evidence

“Shield Fiduciary LLC is an Arizona based business which provides services relating to trust and estates, Guardianships, Conservatorships and Personal Representatives.”

Source: RevenueBase Database · checked Sep 22, 2026
14Indirect evidenceScottsdale, AZ, United StatesHQ checked Sep 22, 202611-501 contacts →

Indirect evidence

“EPL Financial Services integrates a comprehensive wealth management service focused on taking a holistic look at a client’s financial picture.”

Source: RevenueBase Database · checked Sep 22, 2026

Showing 14 of 29 trust administration firms based in Scottsdale, United States

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Trust administration firms based in Scottsdale, United States at a glance

As of Sep 22, 2026
43.6%Verified-email coverage
5.1Average contacts per company
1-10Median size (employees)
251.7%Largest-city concentration · New York
Sep 22, 2026Page data refreshed

Companies by employee count

1-10
20
11-50
9

Email recency for this list is measured across the whole United States list rather than for Scottsdale, so it is reported there. Company counts and contact totals on this page are exact for Scottsdale, over 29 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 trust administration 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 Scottsdale, United States whose own description of what they do matches “trust administration 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 trust administration 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 trust administration firms, and records with no verified work email. Companies headquartered outside Scottsdale 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, 65 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 22, 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 trust administration 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 trust administration firms are there based in Scottsdale, United States?

RevenueBase identified 29 trust administration firms headquartered in Scottsdale, 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?

Zenith Private Bank & Trust, headquartered in Scottsdale, tops this list with the largest team on record.

Which city has the most trust administration firms?

New York leads with 73 headquartered companies, followed by San Diego (63) and Houston (51).

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 65 verified decision-maker contacts tracked across these 29 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 22, 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.