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CalTRUST Logo
CalTRUST CB Rank
881200
Heat Score
61
CalTRUST is a financial firm that offers investment, financial consulting, accounting, and wealth management services.
Founded
obfuscation
Private Granite Bay, California, United States1-10 caltrust.org/
Consulting
Financial Services
Wealth Management
Overview

CalTRUST
Heat Score
61

Growth Score
pts
in past quarter
Heat Score 61
2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About CalTRUST

CB Rank
881200
CalTRUST is a financial firm that offers investment, financial consulting, accounting, and wealth management services.
Founded
obfuscation
Private Granite Bay, California, United States1-10 caltrust.org/
Consulting
Financial Services
Wealth Management

Details

Also Known As Investment Trust of California
Operating Status Active
Company Type For Profit
Phone Number +1 833-225-8787
Contact Email todd@caltrust.org
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Liquidity Fund
An ultra-short duration investment fund offering same-day liquidity with a target duration of 60 days, designed for California public agencies.
Short-Term Fund
A fixed-income fund with a target duration of 0-2 years offering next-day liquidity, designed for California public agencies managing short-term to intermediate investments.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News
Technology
View Tech Report

Monthly Web Visits

494
10.02%
 in past month

IT Spend

$186.7KThis year, CalTRUST is projected to spend $186.7K on IT, according to Aberdeen.

Active Website Tech Count

4CalTRUST is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 5m.
Sub-Organizations
Frequently Asked Questions

Where is CalTRUST's headquarters? CalTRUST is located in Granite Bay, California, United States.Who are CalTRUST's competitors? Alternatives and possible competitors to CalTRUST may include BlackRock, Morgan Stanley, and  Fidelity.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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