TrustBank Wealth Management

What TrustBank Wealth Management does

TrustBank Wealth Management is a private, FDIC-insured community bank and wealth management firm operating under the corporate parent Rich Land Bancorp, Inc., with primary operations in Illinois and Arizona (trademarks registered in both states; #084194 and #50890). The firm offers an integrated suite of personal banking, business lending, retirement, and wealth advisory services to individuals, professionals, and business owners, marketed under five pillars: Personal Focus, Business Growth, Legacy Building, Wealth Strategy, and TrustBank Solutions.

The technology stack is a platform-plus-modules architecture under the MyTrustBank™ brand, integrating third-party cores including FundsXpress (online/mobile banking via an Apiture-built Android app), AccessASC (ProsperityPortal for wealth), Go-Retire (retirement), and AdviceWorks (Cetera/WealthAdvisors Investments for advisory). Supporting infrastructure includes Talking ATMs with bilingual (English/Spanish) voice instructions and audio jack outputs to meet ADA requirements, plus WCAG 2.0-compliant web properties. Distribution combines physical branches in AZ/IL with self-service digital channels and content-driven thought leadership (Quarterly Market Reviews, Chart of the Month video series, Market Month reports).

Revenue derives from three streams: recurring banking services (deposits, fee/interest spread on accounts), recurring wealth management and advisory fees from licensed portfolio managers, and transactional fee income from commercial and business lending. Pricing is opaque to the public, delivered through relationship-based advisor consultations rather than published rate cards. No public funding, M&A, or financial disclosures are present in the input data; go-to-market is sales-led and relationship-driven, supported by content marketing produced in partnership with Broadridge Advisor Solutions.

Name

TrustBank Wealth Management

Legal name

Rich Land Bancorp, Inc.

Website

https://tbaz.com

Company type

Private

Founded year

1900

Operating status

Operating

Headcount range

51–100 employees

Short description

TrustBank Wealth Management is a private FDIC-insured community bank and wealth advisory firm operating in Illinois and Arizona under parent Rich Land Bancorp, Inc., serving individuals, professionals, and business owners with integrated banking, lending, retirement, and legacy planning services via proprietary MyTrustBank™ digital platforms and physical branches.

Ownership category

akta.pro rank

Product category

Wealth Management and Community Banking

NAICS

Portfolio Management and Investment Advice (523940), Savings Institutions and Other Depository Credit Intermediation (522180), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282), Savings Institutions, Not Federally Chartered (6036)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Bank-Affiliated Retail Wealth Management (FSAAAAAB), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management services
• Community banking
• Commercial lending
• Retirement planning
• Estate planning

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Banking Services: Traditional banking services including checking accounts, savings accounts, and personal banking products. TrustBank is a FDIC-member bank providing deposit products to consumers and businesses.
2. Wealth Management & Advisory: Integrated wealth strategy services including personal wealth management, business growth planning, and legacy building. Services provided by licensed portfolio managers and wealth advisors.
3. Lending Solutions: Commercial lending, business loans, and credit products for business owners and professionals. Includes commercial lending solutions and various lending products for business growth.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

TrustBank Wealth Management operates as an FDIC-insured community bank and wealth advisory firm offering personal banking (checking, savings), commercial lending, retirement account management, and investment advisory services to individuals, professionals, and business owners in Arizona and Illinois. Integrated offerings span Personal Focus, Business Growth, Legacy Building, and Wealth Strategy, delivered through branches and the MyTrustBank™ digital platform suite (Banking, ProsperityPortal, Retirement Services, Cetera/WealthAdvisors Investments).

Product overview

TrustBank Wealth Management operates as a comprehensive financial services organization offering a unified platform-plus-modules architecture under the MyTrustBank™ brand. The core product suite includes MyTrustBank™ Banking (online/mobile banking), MyTrustBank™ ProsperityPortal (wealth management), MyTrustBank™ Retirement Services (retirement accounts), and WealthAdvisors Investments/MyTrustBank™ Cetera (advisory platforms). These digital platforms are complemented by service offerings spanning Personal Focus (individual banking), Business Growth and Commercial Lending Solutions (business services), Legacy Building (estate planning), and Wealth Strategy (integrated wealth management). The company also provides financial education content through its Market Insights Video Series and Market Month Reports. The integrated ecosystem connects proprietary portals with external financial service providers including FundsXpress, AccessASC, Go-Retire, and AdviceWorks.

Differentiator

Problem solved

Functional benefit

Products and services

• MyTrustBank™ Banking Online and mobile banking platform enabling customers to access accounts, pay bills, manage finances, and conduct transactions on the go; for consumer and business banking clients.
• MyTrustBank™ ProsperityPortal Wealth management portal for tracking investments, managing portfolios, and accessing financial planning tools; for wealth management and advisory clients.
• MyTrustBank™ Retirement Services Retirement account management platform providing tools and resources for retirement planning and account administration; for individual retirement savers and pre-retirees.
• WealthAdvisors Investments / MyTrustBank™ Cetera Investment advisory platform connecting clients with financial advisors for personalized investment management and wealth advisory services.
• TrustBank Solutions Integrated financial solutions encompassing personal wealth strategy, business growth planning, and legacy building services delivered by trained financial professionals.
• Commercial Lending Solutions Business lending services provided by relationship managers offering thoughtful lending solutions for commercial clients.
• TrustBank Lending Solutions Lending solutions offered to business owners, including various loan products and credit facilities.
• Personal Focus (Personal Banking Services) Individual financial services focused on personal banking, investments, and wealth management tailored to individual needs.
• Business Growth (Commercial Banking Services) Commercial and business banking services including commercial lending, business loans, and strategic financial planning for business owners.
• Legacy Building (Estate Planning & Wealth Transfer) Estate planning and wealth transfer services designed to help families preserve and transfer wealth across generations.
• Wealth Strategy (Integrated Wealth Management) Comprehensive wealth management and financial strategy services combining investment management with integrated financial planning.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Broadridge Advisor SolutionssupportImplementation/ SI/ Consulting PartnerBroadridge prepares market commentary and economic reports for TrustBank's Resources section, including Quarterly Market Reviews and Market Month articles. They provide the underlying economic data analysis and report preparation for TrustBank's market insights content.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Heartland Financial USA: Multi-state community bank holding company offering commercial banking, wealth management, and treasury services to business owners and individuals. Directly comparable to TrustBank's integrated banking-plus-wealth model across a similar mid-sized footprint.
• CVB Financial (Citizens Business Bank): California-based community bank with commercial banking, treasury, and wealth management services for businesses and professionals. Comparable community-banking-plus-wealth structure serving similar owner/professional client profiles.
• Pinnacle Financial Partners: Growth-oriented community bank with strong commercial, treasury, and wealth management capabilities targeting business owners and professionals. Closely comparable in integrated personal-plus-business banking model.
• First Financial Bankshares: Texas-based community bank holding company with commercial banking and trust/wealth management services. Comparable multi-generational community bank model with a long operating history and trust practice.
• Glacier Bancorp: Multi-state community bank holding company providing commercial and consumer banking, mortgage, and wealth management services. Comparable geographic diversification of community branches with an integrated wealth offering.
• Cadence Bank: Regional bank serving businesses, professionals, and individuals with commercial banking, treasury, and wealth management. Directly comparable integrated banking and wealth platform targeting similar owner and professional segments.
• Banner Corporation: Pacific Northwest community bank offering commercial banking, real estate lending, and wealth management. Comparable community-bank-plus-wealth structure serving similar owner/professional client profiles.
• Hancock Whitney Corporation: Gulf Coast regional bank with commercial banking, trust, and wealth management services for business owners and individuals. Comparable integrated personal, business, and trust offering across a multi-branch footprint.

Broad incumbents

• BOK Financial: Diversified financial services holding company providing commercial banking, wealth management, and capital markets. Overlaps with TrustBank across commercial lending and wealth, but operates at much larger scale and broader geographic scope.
• Northern Trust: Large wealth management, asset servicing, and private banking firm with deep trust and fiduciary capabilities. Comparable trust and HNW/UHNW advisory function, but at significantly greater scale and global reach than TrustBank.

Market position

Strengths4 records

Weaknesses4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/trustbankwealth
• Facebookfacebook.com/TrustBankWealthManagementIllinois
• LinkedInlinkedin.com/company/trusbank-wealth-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TrustBank Wealth Management