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Ventura

Full company profile

uuid002g7jm

Namestring
Ventura
Legal namestring
Ventura Trust Company
Websiteurl
venturaesop.com
Company typeenum
Private
Founded yearint
2016
Descriptiontext

Ventura Trust Company is a Minnesota Chartered Trust Company founded in July 2016 by Neil M. Brozen and Mary Wertz, specializing in independent fiduciary trustee services for employee stock ownership plans (ESOPs). The firm serves over 175 ESOP-owned client companies annually across more than 30 U.S. states, with client enterprise values ranging from $2 million to $377 million. Ventura operates as a fully virtual firm with headquarters in the Twin Cities, Minnesota area and a team of 11-50 professionals distributed across the United States. As of October 2025, the company is 100% employee owned via an internal ESOP, structurally aligning the firm with the employee-ownership community it serves.

The company's core offering is a single unified ESOP trustee service line rather than a modular product suite. Service components include: ESOP transaction trustee work (leading purchases, sales, refinancings, and re-leveragings alongside financial and legal advisors, with "dozens" of transactions annually); ongoing annual valuation administration (engaging independent appraisers, reviewing valuation reports, and determining fair market value for participant statements); and board monitoring and governance oversight (attending board meetings as observer and ensuring the board acts in the best interest of ESOP participants). A supplementary ESOP education library and conference speaking presence support thought-leadership positioning.

The business model is professional-services-based and quote-based, with no publicly disclosed pricing. Revenue is generated from per-engagement transaction fees plus recurring annual fees on ongoing plan administration. The go-to-market is sales-led and relationship-driven, anchored by a Relationship Management Team that is complemented by deep industry association participation (NCEO, The ESOP Association, ESCA, EOX, MICEO, Beyster Institute) and executive thought leadership. Customer concentration is low by construction given the broad plan base, and the firm competes on credentials (CPAs, CVAs, ASA appraisers, JD attorneys), team-based delivery, and regulatory standing as a chartered trust company.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersMinneapolis, United States
HQ citystring
Minneapolis
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
ESOP trustee services, fiduciary services, employee stock ownership plans, stock valuation services, corporate trust services
Industry1 code
PRIMARYFSAAANAH
Escrow & Fiduciary Escrow Services
Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)
NAICS code2 codes
  • Trust, Fiduciary, and Custody Activities523991
  • Trusts, Estates, and Agency Accounts52592
SIC code1 code
  • Investment Advice6282
Product category
Corporate Trust & ESOP Fiduciary Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1ESOP Trustee Services
TypeProfessional Services
Description

Professional fiduciary services for employee stock ownership plans including annual valuation oversight, transaction trustee services, and ongoing plan administration support

venturaesop.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Ventura Trust provides independent ESOP (Employee Stock Ownership Plan) trustee and fiduciary services for employee-owned companies. The firm leads ESOP transactions from the trustee side (purchases, third-party sales, refinancings, re-leveragings), manages annual stock valuation updates, oversees ongoing plan administration, and monitors board governance to act in the best interest of ESOP participants. Ventura serves over 175 ESOP plans annually across more than 30 states, with client enterprise values ranging from $2 million to $377 million.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Ventura Trust operates as a single unified service offering—ESOP Trustee Services—rather than a platform-plus-modules architecture. The core service encompasses ESOP transaction support (leading transactions alongside financial and legal advisors), ongoing trustee administration (including annual valuation services), and board monitoring. The company serves over 175 ESOP plans annually, with clients ranging from $2 million to $377 million in enterprise value. Supplementary offerings include an ESOP Education & Resources library featuring articles, guides, and speaking engagement recaps. The company operates as a Minnesota Chartered Trust Company with a team-based approach using relationship managers, client services professionals, and directors.

Product and service1 record
1ESOP Trustee Services
Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership6 partners
1National Center for Employee Ownership (NCEO)
Strategic tierCoreTypeOthers
Description

Active membership and participation; team members serve on boards and committees; utilize NCEO resources and survey data for compensation benchmarking and governance best practices

2The ESOP Association (TEA)
Strategic tierCoreTypeOthers
Description

Active membership with team members serving on TEA committees including the Committee on Fiduciary Issues and Chapter Steering Committees; regular participation in regional and national conferences

3ESCA (ESOP Association)
Strategic tierMinorTypeOthers
Description

Advisory board membership; connection to ESOP industry standards and practices

venturaesop.com
4Employee Ownership Expansion Network (EOX)
Strategic tierMinorTypeOthers
Description

CEO Neil Brozen serves on the Board of EOX to help expand employee ownership; goal to add 1 million new employee-owners by 2025 through state centers

5Michigan Center for Employee Ownership (MICEO)
Strategic tierMinorTypeOthers
Description

Board member Alex Perry serves on MICEO board supporting regional employee ownership expansion

6Beyster Institute
Strategic tierMinorTypeOthers
Description

Multiple team members have experience at or connections with the Beyster Institute at UC San Diego, which provides ESOP education and consulting

venturaesop.com
Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles11 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Ventura

Corporate Trust & ESOP Fiduciary Servicesventuraesop.com

What Ventura does

Ventura Trust Company is a Minnesota Chartered Trust Company founded in July 2016 by Neil M. Brozen and Mary Wertz, specializing in independent fiduciary trustee services for employee stock ownership plans (ESOPs). The firm serves over 175 ESOP-owned client companies annually across more than 30 U.S. states, with client enterprise values ranging from $2 million to $377 million. Ventura operates as a fully virtual firm with headquarters in the Twin Cities, Minnesota area and a team of 11-50 professionals distributed across the United States. As of October 2025, the company is 100% employee owned via an internal ESOP, structurally aligning the firm with the employee-ownership community it serves.

The company's core offering is a single unified ESOP trustee service line rather than a modular product suite. Service components include: ESOP transaction trustee work (leading purchases, sales, refinancings, and re-leveragings alongside financial and legal advisors, with "dozens" of transactions annually); ongoing annual valuation administration (engaging independent appraisers, reviewing valuation reports, and determining fair market value for participant statements); and board monitoring and governance oversight (attending board meetings as observer and ensuring the board acts in the best interest of ESOP participants). A supplementary ESOP education library and conference speaking presence support thought-leadership positioning.

The business model is professional-services-based and quote-based, with no publicly disclosed pricing. Revenue is generated from per-engagement transaction fees plus recurring annual fees on ongoing plan administration. The go-to-market is sales-led and relationship-driven, anchored by a Relationship Management Team that is complemented by deep industry association participation (NCEO, The ESOP Association, ESCA, EOX, MICEO, Beyster Institute) and executive thought leadership. Customer concentration is low by construction given the broad plan base, and the firm competes on credentials (CPAs, CVAs, ASA appraisers, JD attorneys), team-based delivery, and regulatory standing as a chartered trust company.

Ventura firmographics

Firmographics
Name
Ventura
Legal name
Ventura Trust Company
Website
https://venturaesop.com
Company type
Private
Founded year
2016
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Ventura industry classification

Industry
Product category
Corporate Trust & ESOP Fiduciary Services
NAICS
Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
SIC
Investment Advice (6282)
akta.pro industry
PRIMARYFSAAANAH
Escrow & Fiduciary Escrow Services
Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

Keywords

  • ESOP trustee services
  • Fiduciary services
  • Employee stock ownership plans
  • Stock valuation services
  • Corporate trust services

Where Ventura is headquartered

Location

Headquarters

HQ city
Minneapolis
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Ventura business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. ESOP Trustee Services: Professional fiduciary services for employee stock ownership plans including annual valuation oversight, transaction trustee services, and ongoing plan administration support

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Ventura product offering

Product offering

Core offering

Ventura Trust provides independent ESOP (Employee Stock Ownership Plan) trustee and fiduciary services for employee-owned companies. The firm leads ESOP transactions from the trustee side (purchases, third-party sales, refinancings, re-leveragings), manages annual stock valuation updates, oversees ongoing plan administration, and monitors board governance to act in the best interest of ESOP participants. Ventura serves over 175 ESOP plans annually across more than 30 states, with client enterprise values ranging from $2 million to $377 million.

Product overview

Ventura Trust operates as a single unified service offering—ESOP Trustee Services—rather than a platform-plus-modules architecture. The core service encompasses ESOP transaction support (leading transactions alongside financial and legal advisors), ongoing trustee administration (including annual valuation services), and board monitoring. The company serves over 175 ESOP plans annually, with clients ranging from $2 million to $377 million in enterprise value. Supplementary offerings include an ESOP Education & Resources library featuring articles, guides, and speaking engagement recaps. The company operates as a Minnesota Chartered Trust Company with a team-based approach using relationship managers, client services professionals, and directors.

Differentiator

Problem solved

Functional benefit

Products and services

  • ESOP Trustee Services

Companies that use Ventura

Customer profile

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Ventura technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Ventura partnerships and signals

Strategic signal

Partnerships

Six partnerships are on record, tiered core and minor.

  • National Center for Employee Ownership (NCEO)coreOthersActive membership and participation; team members serve on boards and committees; utilize NCEO resources and survey data for compensation benchmarking and governance best practices
  • The ESOP Association (TEA)coreOthersActive membership with team members serving on TEA committees including the Committee on Fiduciary Issues and Chapter Steering Committees; regular participation in regional and national conferences
  • ESCA (ESOP Association)minorOthersAdvisory board membership; connection to ESOP industry standards and practices
  • Employee Ownership Expansion Network (EOX)minorOthersCEO Neil Brozen serves on the Board of EOX to help expand employee ownership; goal to add 1 million new employee-owners by 2025 through state centers
  • Michigan Center for Employee Ownership (MICEO)minorOthersBoard member Alex Perry serves on MICEO board supporting regional employee ownership expansion
  • Beyster InstituteminorOthersMultiple team members have experience at or connections with the Beyster Institute at UC San Diego, which provides ESOP education and consulting

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Ventura competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Ventura social profiles

Digital presence

Ventura financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Ventura leadership team

Management profile

Number of profiles

Profiles11 records

Ventura funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Ventura M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Ventura

What does Ventura do?

Ventura Trust provides independent ESOP (Employee Stock Ownership Plan) trustee and fiduciary services for employee-owned companies. The firm leads ESOP transactions from the trustee side (purchases, third-party sales, refinancings, re-leveragings), manages annual stock valuation updates, oversees ongoing plan administration, and monitors board governance to act in the best interest of ESOP participants. Ventura serves over 175 ESOP plans annually across more than 30 states, with client enterprise values ranging from $2 million to $377 million.

Is Ventura a public or private company?

Ventura is a private company. It is classified as management employee owned and is currently operating.

When was Ventura founded?

Ventura was founded in 2016. It employs 11 to 50 people.

Where is Ventura based?

Ventura is headquartered in Minneapolis, United States, in the North America region.

How does Ventura make money?

One revenue line is on record: ESOP Trustee Services.

Does Ventura have an API?

No public API is recorded for Ventura.

What industry is Ventura in?

Ventura's product category is Corporate Trust & ESOP Fiduciary Services. Its primary akta.pro industry code is FSAAANAH, Escrow & Fiduciary Escrow Services. Its NAICS code is 523991 and its SIC code is 6282.

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