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Presenter Profile:

How they describe themselves: Trustworthy is a collaborative, client-owned environment that brings the advisor ecosystem to one secure digital household. Customers and clients are forced to log in to multiple portals across institutions, often maintaining duplicative information. Financial institutions are looking to digitally transform their relationships with customers and Trustworthy puts them at the center of these relationships with one solution – a complete view of all their familyIDs, finances, properties, passwords, insurance, taxes, legal, business, contacts and more.

How they describe their product/innovation: Trustworthy is a software platform that enables successful, modern families the ability to collaborate with their advisor and financial services ecosystem to protect, organize and optimize their most sensitive information. Our co-branded, client-owned Partner Portal allows advisors to connect directly to their clients’ digital household in Trustworthy. Trustworthy digitally transforms the customer and client relationships by updating legacy back office operations. We’ve brought multiple advisors to one secure digital household.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions

Contacts:

Bus. Dev.: Annie Eser (Director of Business Development), annie@trustworthy.com
Press: Kate Su (Growth Specialist), kate@trustworthy.com