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.
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
Technology provider
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.
Request ReferencesSupport & 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
In the media
