Company Information

Get to know Trustate

Trustate is a technology company that provides a comprehensive platform to simplify and automate the process of estate and trust administration. Founded by Leah Del Percio and Tara Faquir, the company's mission is to alleviate the significant administrative, financial, and emotional burdens faced by executors, trustees, and beneficiaries after a death. The platform offers tools for asset and liability discovery, task management, expense tracking, and collaboration between family members and professionals like attorneys and financial advisors, aiming to make the settlement process more efficient, transparent, and less stressful.

Industry

Financial Legal ServicePRIMARY
Financial Other Service
Financial Wealth Management

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Trustate

United States

Founded in

2020 (6 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.