What Does Horizon Trust Company Do?

Total employees25
HeadquartersAlbuquerque
Founded2010

Horizon Trust Company is a financial services firm specializing in self-directed individual retirement accounts (SDIRAs) and custodial services. They empower investors to diversify their retirement portfolios beyond traditional stocks and bonds by enabling investments in alternative assets such as real estate, precious metals, private equity, and notes. Horizon Trust Company focuses on providing education, robust client support, and secure custodial solutions, helping individuals take greater control over their financial future and retirement planning.

Where Is Horizon Trust Company's Headquarters?

HQ Function

The Albuquerque headquarters serves as the primary operational center, housing client services, account administration, compliance, and executive leadership for all of Horizon Trust Company's nationwide activities.

Notable Features:

Modern office facility equipped to handle secure financial operations and provide a collaborative environment for its employees. Designed to ensure data security and efficient client management.

Work Culture:

The work culture at Horizon Trust Company emphasizes professionalism, expertise in financial regulations and alternative investments, and a strong commitment to client service and education. It fosters a detail-oriented and compliant-focused environment.

HQ Significance:

This central location is critical for the company's operations, allowing for streamlined management of custodial services, client interactions, and regulatory compliance across the United States.

Values Reflected in HQ: The headquarters' operations and design reflect Horizon Trust Company's core values of trust, security, client empowerment, and expertise in the self-directed retirement industry.

Location:

Horizon Trust Company primarily focuses its services on clients within the United States. While U.S. citizens residing abroad can utilize their services for U.S.-based self-directed IRAs, the company's operational infrastructure, regulatory adherence, and marketing efforts are concentrated on the domestic U.S. market. They provide custodial services for assets held within the U.S. legal and financial framework.

Street Address:

7400 Tiburon Dr NE

City:

Albuquerque

State/Province:

New Mexico

Country:

USA

Where Else Does Horizon Trust Company Operate Around the World?

No additional office locations available.

Buying Intent Signals for Horizon Trust Company

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Horizon Trust Company? Meet the Executive Team

As of April 2025, Horizon Trust Company' leadership includes:

Greg Herlean - Chief Executive Officer
Tim Forsythe - Chief Operating Officer
Dustin Grimnes - Chief Financial Officer

Who's Investing in Horizon Trust Company?

Horizon Trust Company has been backed by several prominent investors over the years, including:

Privately Held

What Leadership Changes Has Horizon Trust Company Seen Recently?

Hire0
Exits0

Publicly available information regarding specific executive new hires or departures at Horizon Trust Company within the last 12 months is limited. Changes in executive leadership at privately held companies of this size are not always broadly publicized.

What Technology (Tech Stack) Is Used byHorizon Trust Company?

Discover the tools Horizon Trust Company uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Horizon Trust Company Email Formats and Examples

Horizon Trust Company likely utilizes a common professional email format. Based on publicly available information for executives, the primary format appears to be the first initial followed by the last name.

[first_initial][last]@horizontrust.com

Format

gherlean@horizontrust.com

Example

85%

Success rate

What's the Latest News About Horizon Trust Company?

Horizon Trust Company BlogApril 24, 2024

Horizon Trust Company Explains UBIT for Self-Directed IRA Investors

Horizon Trust Company published a detailed guide on Unrelated Business Income Tax (UBIT) tailored for investors with self-directed IRAs. The article aims to demystify UBIT complexities, helping investors understand its implications for certain types of alternative investments and ensure compliance....more

Horizon Trust Company BlogFebruary 28, 2024

Horizon Trust Company Releases Guide to Self-Directed IRAs for Financial Freedom

Horizon Trust Company offered a comprehensive guide to self-directed IRAs, positioning them as a tool for achieving greater financial freedom. The guide covers the benefits, investment options, and processes involved in setting up and managing an SDIRA....more

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