Capital First Trust Company Revenue
Financial Services • 
Milwaukee, Wisconsin, United States • 51-100 Employees
Capital First Trust Company revenue & valuation
| Annual revenue | $750,000,000 |
| Revenue per employee | $8,721,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,400,000,000 |
| Total funding | No funding |
Key Contacts at Capital First Trust Company
Kristin Beres
Chief Financial Officer And Hr Director
Tammie Flanders
Director Of Personal Trust Services
Arjun Sawhney
Director Of Trust Services
Maisee Yang
Director Of Personal Trust
Beth Lauck
Director Of Personal Trust Services
Company overview
| Headquarters | 700 W Virginia St, Milwaukee, Wisconsin 53204, US |
| Phone number | +18004942429 |
| Website | |
| NAICS | 52 |
| SIC | 673 |
| Keywords | Investments, Administration, Advisor Directed Trust Administration, Corporate Trustee, Trust Administration Services, Wealth Mangement Services |
| Founded | 1999 |
| Employees | 51-100 |
| Socials |
Capital First Trust Company Email Formats
Capital First Trust Company uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@capitalfirsttrust.com), used 56% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@capitalfirsttrust.com | 56% |
{first name}{last name} | johndoe@capitalfirsttrust.com | 30% |
{last name}{last name} | doedoe@capitalfirsttrust.com | 10% |
{first initial} | j@capitalfirsttrust.com | 4% |
About Capital First Trust Company
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Friendly Trusts. Capital First administers over 2,500 trusts, including over 600 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Capital First Trust Company has 26 employees across 7 departments.
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Number of employees
Funding Data
Capital First Trust Company has never raised funding before.
Capital First Trust Company Tech Stack
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