{"ok":true,"canonical_url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts","api_url":"https://dealroom.so/api/public/industries/trusts-estates-and-agency-accounts","data_freshness":{"sba_records_through":"2026-05-31","fdic_records_through":"2026-03-31","dealroom_last_updated":"2026-06-15","timezone":"America/Chicago"},"methodology":{"label":"Industry risk & acquisition-data methodology","url":"https://dealroom.so/methodology/industry-risk"},"source_summary":["Public SBA 7(a) loan records","FDIC institution data","DealRoom lender and franchise enrichment"],"industry":{"name":"Trusts, Estates, and Agency Accounts","slug":"trusts-estates-and-agency-accounts","naics2":"52","business_count":22,"total_gross":26605800,"typical_financing":1209355,"top_states":[{"state":"CA","state_name":"California","count":7,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/california"},{"state":"MA","state_name":"Massachusetts","count":4,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/massachusetts"},{"state":"AZ","state_name":"Arizona","count":2,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/arizona"},{"state":"IN","state_name":"Indiana","count":2,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/indiana"},{"state":"SC","state_name":"South Carolina","count":2,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/south-carolina"},{"state":"ME","state_name":"Maine","count":1,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/maine"},{"state":"OR","state_name":"Oregon","count":1,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/oregon"},{"state":"TX","state_name":"Texas","count":1,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/texas"},{"state":"WA","state_name":"Washington","count":1,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/washington"},{"state":"WI","state_name":"Wisconsin","count":1,"url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts/wisconsin"}]},"caveats":["Informational only — figures are historical public SBA 7(a) loan records, not a current offer or loan approval.","Business locations are ZIP-area centroids; state scoping uses the project address on the public record."],"citation":{"label":"DealRoom industry SBA intelligence","url":"https://dealroom.so/intelligence/trusts-estates-and-agency-accounts","source_type":"DealRoom Data"}}