Bank and Trusts dataset and filters

Where do we source our data from:

• The FDIC. They regulate national banks and trust companies
  • https://banks.data.fdic.gov/bankfind-suite/financialreporting
• We have tech and a data team that crawls bank and trust websites and the web to combine key contacts and intel on the banks

Key Titles for banks and trusts:

• Trust officer
• Chief investment officer
• Wealth advisor

Main filters: 

• Do they offer trust services? Yes or No?
• Titles
• Bank Classification
• Trust Powers
  

Bank and Trust Profile Includes:

Contact Tab Example: