What Does NuView Trust Company Do?

Total employees26
HeadquartersAltamonte Springs
Founded2003

NuView Trust Company is a regulated, non-depository financial institution specializing in custodial services for self-directed retirement accounts. They empower individuals to invest their IRA, 401(k), or other retirement funds into a broad range of alternative assets not typically available through traditional brokerage firms. These alternatives include real estate, private placements, notes, precious metals, cryptocurrency, and more. NuView focuses on providing education, administrative support, and record-keeping to ensure clients can navigate the complexities of alternative investing within IRS guidelines. Their services are geared towards investors seeking greater control and diversification in their retirement portfolios.

Where Is NuView Trust Company's Headquarters?

HQ Function

Serves as the primary operational hub for client services, account administration, compliance, marketing, and executive management. All core business functions are managed from this location.

Notable Features:

Located in a professional office park, offering modern facilities equipped to handle secure financial transactions and client data management. Likely includes dedicated client support areas and technologically advanced infrastructure.

Work Culture:

Emphasizes expertise in self-directed retirement accounts and alternative investments. The culture likely promotes client education, meticulous attention to detail for compliance, and a collaborative environment focused on helping clients achieve their unique investment goals.

HQ Significance:

The headquarters is central to NuView Trust's operations, facilitating direct client interaction (though much is remote/digital), processing all investment transactions, and ensuring adherence to stringent financial regulations governing custodial services.

Values Reflected in HQ: The headquarters' operations aim to reflect values of trust, security, client empowerment, expertise, and regulatory compliance, which are crucial for a custodian of retirement funds.

Location:

NuView Trust Company primarily serves clients within the United States. Their custodial services for self-directed retirement accounts are governed by U.S. IRS regulations. While U.S. citizens living abroad (expatriates) can utilize their services for U.S.-based retirement accounts, NuView's operational focus, regulatory framework, and marketing efforts are concentrated on the domestic U.S. market. They support investments in U.S. and some international alternative assets, but the account itself is U.S. domiciled.

Street Address:

250 N Westmonte Dr, Suite 260

City:

Altamonte Springs

State/Province:

FL

Country:

USA

Where Else Does NuView Trust Company Operate Around the World?

Primarily Centralized Operations

Address: N/A - Operations are centralized at the Altamonte Springs, FL headquarters.

To serve clients across the United States through digital communication, phone support, and mail from their central headquarters. Their model focuses on centralized expertise rather than distributed physical locations.

Buying Intent Signals for NuView 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 NuView Trust Company? Meet the Executive Team

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

Glen Mather - CEO & Founder
Jason DeBono - President
Dustin checkBox - Chief Financial Officer
Katie Weber - Vice President of Operations

Who's Investing in NuView Trust Company?

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

NuView Trust Company is a privately held company. Information regarding specific private investors or funding rounds is not publicly disclosed.

What Leadership Changes Has NuView Trust Company Seen Recently?

Hire0
Exits0

Based on publicly available information and news searches, there have been no major, widely reported executive hires or exits at NuView Trust Company in the last 12 months. The leadership team appears to be stable.

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

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

NuView Trust Company Email Formats and Examples

NuView Trust Company commonly uses the email format of the first initial followed by the last name. For example, John Doe would likely be jdoe@nuviewtrust.com.

flast@nuviewtrust.com

Format

gmather@nuviewtrust.com

Example

90%

Success rate

What's the Latest News About NuView Trust Company?

NuView Trust BlogMay 20, 2024

NuView Trust Company Blog: Understanding UBIT in Your Self-Directed IRA

NuView Trust Company published an informative article on their blog explaining Unrelated Business Income Tax (UBIT) and how it can impact certain investments within a self-directed IRA, providing clarity for investors navigating complex tax rules associated with alternative investments....more

NuView Trust BlogApril 15, 2024

NuView Trust Company Blog: How to Invest in Real Estate with a Self-Directed IRA

NuView Trust detailed the process and benefits of investing in real estate using a self-directed IRA, covering topics such as property types, financing options, and compliance considerations for investors....more

NuView Trust YouTube ChannelFebruary 5, 2024

NuView Trust Webinar: Self-Directed IRA Basics & Alternative Investing

NuView Trust hosted a webinar (later posted to YouTube) covering the fundamentals of self-directed IRAs, the types of alternative assets that can be held, and common questions from new investors looking to diversify their retirement portfolios....more

Highperformr's free tools for company research

Explore Employees by Region or Country

See where a company’s workforce is located, by country or region.

View Funding Details

View past and recent funding rounds with amounts and investors.

Understand Revenue Insights

Understand company revenue estimates and financial scale.

Track Active Job Openings

Track active roles and hiring trends to spot growth signals.

Review Product and Offerings

Discover what a company offers—products, platforms, and solutions.

Get SIC or NAICS Codes

Get the company’s official SIC and NAICS classifications.

Analyze Website Traffic Trends

Analyze visitor volume, engagement, and top traffic sources.

Discover Social Profiles and Engagement

Explore LinkedIn, Twitter, and other active social profiles.

Identify Top Competitors

Identify top competitors based on similar business traits.

Research and Discover Companies with Highperformr — Smarter, Faster

Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.

Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.

  • Track intent signals to find buyers who are actively in-market
  • Enrich contacts and companies instantly, no need to switch tools
  • Automate workflows to stay ahead of every change
  • Connect your CRM & tools for seamless data sync and activation

Thousands of companies, including NuView Trust Company, are just a search away.