Trusted Family vs iPaladin
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Trusted Family
Category
Advisors
Trusted Family is the world’s leading digital platform for family businesses and family offices, designed to secure sensitive information, streamline communication, and facilitate decision-making. Beyond technology, we empower 200+ families with data-driven insights, expert knowledge, and access to an exclusive community of international, like-minded peers connecting virtually and in person.
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Company
Employees
- 11-50
Revenue
-
Founded
- 2007
Incorporated
-
Locations
- Brussels (Belgium),
- Lisbon (Portugal),
- Austin, TX (USA)
Top 5 Markets
- United States of America,
- United Arab Emirates,
- Belgium,
- France,
- Mexico
Total AUM
-
Avg. AUM per client
-
Ownership
- External investors (neither clients nor staff)
The company was founded in 2008 by Jill Creager.
Jill Creager is the Founder and serves as Chief Executive Officer at iPaladin. She is the Founder and serves as Chief Executive Officer at Providence Family Offices. She is the force behind iPaladin and the Digital Family Office business model.
Client
Focus
- Single-family offices
Secondary focus
- Single-family offices,
- Multi-family offices,
- Family businesses,
- Software and technology providers
-
Product
Main Tasks
- Advisors,
- Artificial Intelligence,
- Client Portal
- Engagement Platform,
- Governance,
- Security & Risk
- Technology Provider
Top features
- Transparency,
- Mobile App,
- Other Services
Other features
- End-to-end encryption,
- Advanced access controls (granular permissions and role based access),
- Compliance standards (GDPR, SOC 2, and SOC 3),
- Two-factor authentication,
- Daily backups,
- Secure document storage,
- Private & shared vaults,
- Digital signatures,
- Customizable watermarks,
- Dedicated spaces for collaboration and family engagement,
- Member directory,
- Newsfeed & posts,
- Chat,
- Task management,
- Surveys & forms,
- Notifications,
- Meeting notes,
- Third-party integrations (Zoom, Dropbox, Google Drive and Calendar, One Drive),
- Event planning (incl. RSVP management and date picker),
- Shared calendars,
- Meeting templates,
- Family tree,
- Members directory,
- Engagement metrics (platform usage and participation levels),
- Activity reports (track tasks, document views, etc.), Data-driven insights (support informed decision making)
Assets supported
- Other
Compliance
- GDPR
- SOC2 & 3 ready
Whitelabel
- No
Customisation
- Yes
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Zoom,
- Dropbox,
- Google Drive and Calendar,
- One Drive
Mobile App
- Yes
