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Caldwell Trust Company

Caldwell Trust Company Vendor Cyber Rating & Cyber Score

ctrust.com

In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust


CTC A.I CyberSecurity Scoring

CTC
Company Information
Website:http://www.ctrust.com
Employees number:49
Number of followers:547
NAICS:5239
Industry Type:Investment Management
Homepage:ctrust.com
CTC Risk Score (AI oriented)
Between 650 and 699
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CTCInvestment Management
Updated:
04/04/2026
695/1000
Weak
B
AaaAaABaaBaBCaaCaC
Powered by our proprietary A.I cyber incident model
Insurance prefers TPRM score to calculate premium
CTC Global Score (TPRM)
xxxx
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CTCInvestment Management
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Findings

CTC
CTCWeak
Current Score
695B (WEAK)
01000
1 incidents
-60 avg impact
Incident timeline with MITRE ATT&CK tactics, techniques, and mitigations.
JULY 2026
699Before Incident
JUNE 2026
698Before Incident
MAY 2026
697Before Incident
APRIL 2026
696Before Incident
MARCH 2026
695Before Incident
FEBRUARY 2026
694Before Incident
JANUARY 2026
693Before Incident
DECEMBER 2025
692Before Incident
NOVEMBER 2025
690Before Incident
OCTOBER 2025
689Before Incident
SEPTEMBER 2025
747Before Incident
Breach
04 Sep 2025CTC
Caldwell Trust Company

Caldwell Trust Company Data Breach

687After Incident
CRITICAL-60
CAL0703407092525
Caldwell Trust Company, a Florida-based trust firm specializing in asset management, trustee services, and financial planning, experienced a data breach on or around September 4, 2025. An unauthorized individual gained access to its computer network and viewed files containing sensitive personal information, including names, Social Security numbers, and driver’s license numbers of clients. The breach exposed customers to risks of identity theft, fraud, and financial harm, prompting a class-action investigation by law firm Edelson Lechtzin LLP to seek legal remedies for affected individuals. The incident underscores significant vulnerabilities in Caldwell’s cybersecurity measures, potentially eroding client trust and leading to reputational and financial repercussions. Customers receiving breach notifications were advised to monitor credit reports and account statements for suspicious activity. The breach’s scope suggests a targeted cyber attack aimed at extracting high-value personal data for malicious use.
INCIDENT DETAILS -
TYPE
Data Breach / Unauthorized Access
IMPACT
NamesSocial Security numbersDriver’s license numbersComputer networkBrand Reputation Impact: Potential (class action investigation underway)Legal Liabilities: Potential (class action lawsuit being investigated by Edelson Lechtzin LLP)Identity Theft Risk: High (personal data exposed)
DATA BREACH
Personal Identifiable Information (PII)Sensitivity Of Data: High (includes SSNs and driver’s license numbers)NamesSocial Security numbersDriver’s license numbers
AUGUST 2025
747Before Incident

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