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FirsTrust Logo
FirsTrust CB Rank
674949
Heat Score
55
FirsTrust is a wealth management company that provides financial planning and investment management services.
Founded
obfuscation
Private Daytona Beach, Florida, United States11-50 www.financialteam.com
Consulting
Financial Services
Wealth Management
Overview

FirsTrust
Heat Score
55

Growth Score
pts
in past quarter
Heat Score 55
5 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 >
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About FirsTrust

CB Rank
674949
FirsTrust is a wealth management company that provides financial planning and investment management services.
Founded
obfuscation
Private Daytona Beach, Florida, United States11-50 www.financialteam.com
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name FirsTrust, LLC.
Operating Status Active
Company Type For Profit
Founders  Michael T. Koenig
Phone Number +1 386 788 3737
Contact Email info@financialteam.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Personal Financial Planning
Provides advice on retirement, tax, estate, and investment planning to help individuals manage their finances.
Private Wealth Management
Combines financial planning and investment management services for individuals with significant assets.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 9

Employee Profiles

News

News and Press

News•Apr 23, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$348.4KThis year, FirsTrust is projected to spend $348.4K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Phone Charging Station Logo
Phone Charging Station
88
Wireless Service Providers Logo
Wireless Service Providers
84
Internet Service Logo
Internet Service
82

Actively Used Products

17FirsTrust uses 17 technology products and services including HTML5, Google Tag Manager, and  Office 365, according to G2 Stack.

Active Website Tech Count

38FirsTrust is actively using 38 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is FirsTrust's headquarters? FirsTrust is located in Daytona Beach, Florida, United States.Who are FirsTrust's competitors? Alternatives and possible competitors to FirsTrust may include Charles Schwab, Ameriprise Financial, and  Edward Jones.
Who We Are
What We Do
Helpful Links
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