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Trove FS

Trove FS

Financial ServicesFlag of USStamford, Connecticut, United States201-500 Employees

Company overview

Headquarters2777 Summer Street, Suite 401, Stamford, CT 06905, US
Phone number+18669313297
NAICS52
Keywords
Lifestyle Management, Financial Reporting, Tax Preparation, Insurance Administration, Outsourced Cfo Services, Trust And Estate Administration, Real Asset Management, Fund Accounting & Administration, Bill Paying And Expense Reporting, Budgeting And Cash Flow Planning, Investment And Balance Sheet Administration, Personal Accounting And Net Worth Reporting, Tax Planning And Coordination, Payroll & Benefit Administration, Accounting For Alternative Investment Firms, Domestic Staff Management, Family Legacy & Philanthropy, Tax Strategy & Consultancy
Founded2001
Employees201-500
Socials

Key Contacts at Trove FS

Flag of US

Patty Esslinger

VP - Head of Product

Flag of US

Amjed Saffarini

CEO / Co-founder

Trove FS Email Formats

Trove FS uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@trove.net), used 56.7% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@trove.net
56.7%
{first initial}{last name}
jdoe@jdjfos.com
25.8%
{first initial}.{last name}
j.doe@trove.net
15%
{first name}{last name}
johndoe@jdjfos.com
2.5%

About Trove FS

Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses. We are independent, trusted advisors, always acting in the best fiduciary interest of our clients to address the complexities of their financial lives. As an administrative multi-family office, we do not manage investments, offer financial advice, or sell products. Instead, we focus solely on delivering customized, à la carte services tailored to each family's unique needs. Our integrated suite of family office, business, and tax services is personalized to address the distinct financial requirements of every client. Nimble, entrepreneurial, and collaborative, our dedicated engagement teams immerse themselves in understanding each client’s priorities, goals, and challenges. For many clients, we serve as their personal CFO — coordinating, reporting, integrating, and facilitating various aspects of their lives. By working closely with the family’s advisor team, we fill gaps, provide essential financial checks and balances, and leverage our broad network of resources. Our company name and associated brand reflect the integration of Maestro Financial Solutions, Martin DeCruze & Company, Cornerstone Family Office, and JDJ Family Office Services. Trove: Your family office – redefined. Visit trove.net for more information.

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Trove FS revenue & valuation

Annual revenue$17,900,000
Revenue per employee$86,000
Estimated valuation?$57,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Trove FS has 138 employees across 17 departments.

Departments

Number of employees

Funding Data

Trove FS has never raised funding before.

Trove FS Tech Stack

Discover the technologies and tools that power Trove FS's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

HTTP/3

HTTP/3

Miscellaneous

Cloudflare Bot Management

Cloudflare Bot Management

Security

Microsoft 365

Microsoft 365

Email

Frequently asked questions

Trove FS is located in Stamford, Connecticut, US.
You can reach Trove FS at +18669313297.
Trove FS was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Trove FS has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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