About Trailmark

About Us

A team built with an eye on technical depth and reliability drives a culture of client success.

Trailmark was built on the concept that constructing an effective back-office team starts with identifying and understanding the needs of our clients. We take the time to listen to our clients and tailor each engagement to provide opportunities for clients to focus on their growth. Our top priority is to support you and help navigate your journey.

Industry leading technology systems. Real-time reporting.
Unmatched client service.

Due Diligence

Driven to understand our clients' objectives, we establish how we can best meet your goals.

Acceptance Process

After due diligence, our team performs an acceptance process to ensure there is a mutual fit.

Evaluation

Our pricing is driven based on fund strategy, structure and investor profile.

Our Approach

Client-Centric

We support our clients and evolve with them by holding their best interests and goals at the center of our process.

Techology Forward

We expect to be an industry leader in technology and innovation. With cutting edge software systems providing open architecture, cloud-native environments and real-time reporting, we vow to stay ahead of all things technology, innovation, and automation.

Trust

Our success and the success of our clients are built on the trust we consistently create within our clients, our team members, and the industry.

Accountability

Our leading goal is to be a reliable source of support and knowledge for our clients, team members, and network by backing up our words with actions that match our values.

Education

Our attention to the moving landscape allows us to share our knowledge and experiences to provide insight to our clients.

A team built with an eye on technical depth and reliability drives a culture of client success.

Industry leading technology systems. Real-time reporting.
Unmatched client service.

Due Diligence

Acceptance Process

Evaluation

Our Approach

Ready to work
together?

Case Studies

A team built with an eye on technical depth and reliability drives a culture of client success.

Industry leading technology systems. Real-time reporting. Unmatched client service.

Due Diligence

Acceptance Process

Evaluation

Our Approach

Ready to work together?

Case Studies

Industry leading technology systems. Real-time reporting.
Unmatched client service.

Ready to work
together?