ClearPoint Federal Bank & Trust

ClearPoint Federal Bank and Trust

Booth 320
Contact Name Ashlee Theising
Title Vice President, COO
Address One Forethought Center, Suite 201
Batesville IN 47006
Phone 800-763-0234
Email This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Description

ClearPoint Federal Bank & Trust is a federally chartered savings bank offering unmatched expertise to funeral homes and cemeteries nationwide. ClearPoint is an industry leader in fiduciary services, investment management, recordkeeping, with regulatory and compliance expertise. ClearPoint is independently owned and operated, and has been serving customers since 1998. Today, ClearPoint serves customers in 43 states, and has experience providing trust services in 8 Catholic dioceses. Visit our website to learn more about our solutions designed to provide you with peace of mind and save you time.


Trust Services, Investment Management, Compliance, Trustee, Finance, Recordkeeping, Preneed, Banking, fiduciary services, regulatory

Diocesan Fiscal Management Conference

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