Trustworthy

Family offices are ready to take on client relationships in their digital transformation initiatives. The evolving demands of the next generation of wealth determine white glove service is back in vogue. Trustworthy places the client at the centre of their advisor ecosystem. With a network of professionals, clients are managing information in multiple portals, often maintaining duplicative information.

The tech stack utilised by these professional offices falls short in prioritising anonymising individuals’ most sensitive information. Trustworthy has tokenised, provided an alias and offered biometrics and two-factor authentication as the solution for this sought-after information. Wealthy families and family offices are at the centre of targeted cyberattacks – Trustworthy increases security by maintaining one single source of truth.

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What sets Trustworthy apart?

"We are on a mission to modernise your client portal and transform client relationships by building an ecosystem where everyone benefits."
Annie Eser

Product

Get an overview of what Trustworthy does.

Main Tasks

Digital Vault
Disaster Recovery

Top features

  • Mobile App
  • Digital Excellence
  • Transparency
  • Visionary Purpose

Whitelabel

No

Type Of Software

SaaS

Integrations

Plaid

Mobile App

Yes

Security

  • Tokenization
  • Multi-Factor Authentication
  • GDPR
  • SOC2 Type 2
  • SOC 3
  • HIPAA
  • AES-256 bit encryption
  • Independent penetration testing
  • Yubikey hardware authentication keys

Type of data

Holding level

Cost structure

  • Seat-based (per named user)
  • Flat fee

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.

Employees

11-50

Founded

December 2019

Ownership

  • Key staff also have ownership
  • External investors

Incorporated

United States of America

Top markets

United States of America

Focus

Multi-family offices

Secondary focus

  • Individual wealth owners
  • Single family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Fund managers
  • Custodians
  • Banks
  • Pensions
  • Foundations
  • Funds of funds
  • Brokerages

Number

  • 10 banks and credit unions
  • 10 wealth and family offices
  • 10 estate planning firms

Upon request.

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Support & Services

Learn what support and services you can expect

Added services

Data entry

Support options

In person on site support, General contact mail or phone, Dedicated contact

Onboarding

30-120 days

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