ProTrustee Inc.
Modernizing trust companies and using technology to help them become better fiduciaries.
| Date | Investors | Amount | Round |
|---|---|---|---|
| investor | €0.0 | round | |
$1.3m | Seed | ||
| Total Funding | 000k | ||
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ProTrustee is a cloud-based platform designed to enhance efficiency and compliance in trust management. Founded in 2022 by Brandon, a seasoned trust officer with experience at Truist Wealth and U.S. Trust, the company leverages advanced technology to streamline business processes for wealth management professionals. ProTrustee's core offering includes assistive smart workflows, data linking, reminders, and action lists, all aimed at boosting productivity and eliminating the need for paper documents. The platform's cloud-native architecture, hosted on AWS, ensures secure management of trusts and seamless team collaboration. ProTrustee serves wealth management firms and trust departments, providing them with tools to manage their operations more effectively. The business model is subscription-based, generating revenue through recurring fees for access to its software. ProTrustee operates in the wealth management and financial services market, focusing on enhancing operational efficiency and compliance for its clients.
Keywords: trust management, cloud-based, wealth management, smart workflows, data linking, compliance, productivity, secure collaboration, AWS, subscription model.