Trustmore provides a private wealth management platform that unifies investment oversight, tax optimization, and legacy planning for high‑net‑worth individuals and families. The solution offers a single, secure dashboard with AI‑driven portfolio recommendations, real‑time analytics, and collaborative tools for advisors and legal counsel to coordinate estate strategies and ensure regulatory compliance.
Funding
$5.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
High-net-worth individuals and families often lack a coordinated approach to managing investments, tax planning, and legacy preservation, leading to fragmented strategies and missed opportunities for wealth growth and intergenerational transfer.
Solution
Trustmore offers a private wealth management platform that consolidates financial planning, investment oversight, and legacy services into a single, secure interface. Clients receive personalized portfolio construction guided by fiduciary advisors, integrated tax-optimization tools, and structured legacy planning modules that align assets with long-term family goals. The platform leverages data aggregation and analytics to provide real-time performance insights and scenario modeling, enabling proactive adjustments. Secure document vaults and collaboration features allow families and advisors to coordinate estate strategies efficiently, while compliance monitoring ensures regulatory adherence.
Target Audience
Primary customers are high-net-worth individuals, family offices, and ultra‑wealthy families seeking comprehensive, advisor‑backed wealth management and legacy planning solutions.
Features
- Unified dashboard aggregating brokerage, bank, and alternative asset data for holistic portfolio visibility
- AI‑driven investment recommendations that incorporate risk tolerance, tax considerations, and ESG preferences
- Interactive legacy planning suite with trust, charitable giving, and succession modeling tools
- Secure, encrypted document storage and shared workspaces for families, advisors, and legal counsel
- Real‑time performance analytics, stress testing, and scenario simulation capabilities
- Integrated compliance and reporting engine meeting fiduciary and regulatory standards