Trustee platform for collective investment trusts with governance tools
Great Gray is a Las Vegas-based trust company (founded 2023) focused on CITs—collective investment trusts used by retirement plans and institutions. The tech stack reveals a traditional institutional finance operation: .NET/Java backends on Azure, SQL databases (PostgreSQL, SQL Server), and marketing automation (HubSpot, Marketo, Salesforce Marketing Cloud) paired with FactSet for asset data. Hiring is skewed toward legal (3 roles) and marketing (2) rather than engineering (1), matching their current focus on fund creation, CIT asset conversions, and M&A legal strategy—operational scaling, not product velocity.
Great Gray Trust Company acts as trustee for collective investment trusts, managing institutional retirement assets and maintaining fiduciary oversight. The company serves plan sponsors and institutional investors through a combination of traditional trustee services and modern tooling (BoardingPass® onboarding platform). Core operational priorities include creating new funds, executing large CIT asset conversions between trust companies, managing sub-advisor relationships, and handling fund restructuring. The organization operates at the intersection of compliance-heavy legal work and growth-oriented sales expansion, with active initiatives around M&A, fee structure changes, and pipeline generation.
Backend: .NET Core, Java, PostgreSQL, SQL Server, MySQL. Frontend: Angular, React, Next.js, Vue. Infrastructure: Azure (AKS, App Service, VMs), Terraform. Monitoring: Application Insights, Azure Monitor, Prometheus, Grafana. Sales/marketing: HubSpot, Salesforce, Marketo.
Creation and conversion of CITs, M&A legal strategy, sub-advisor negotiations, fund restructuring, and sales expansion—email/paid campaigns and data-driven outbound sequencing. Current operational friction: large CIT asset conversions, lead handoff alignment, and database hygiene.
Great Gray Trust Company's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.