Banks & Credit unions love Trustworthy

Thousands of tokenized assets, multiple collaborators, one household.

Leading financial institutions implement Trustworthy to their digital banking experience to secure and manage their customers’ and members’ most sensitive information.

Build stronger customer and member relationships with Trustworthy.

Everyone working together.

Your customers and members are looking for ways to securely collaborate with family members and trusted advisors. Trustworthy creates a client-owned environment for you to proactively engage with them.

Security is foundational.

Security is the most critical component of information organization. Trustworthy is SOC 3, HIPAA, GDPR, and PCI DSS certified, to ensure that you, your customers and members, no matter how sensitive the information they have, can rest easy knowing their assets are safe.

Every asset is organized.

You, your customers, and members need to organize a variety of different assets. Trustworthy is a streamlined platform that is beautifully organized, and makes it easy to access information when and where you need it.

Offer an organized overview of customers' and members' important information.

Family IDs

Keep up-to-date digital copies of passports, vaccine cards, and more using the in-app scanner. Access them anywhere, and share them securely with expiring links.

Finance

Create a complete view of your family’s bank accounts, investments, loans, and credit cards. Attach statements. Copy and paste account numbers on the go.

Taxes

Securely store years of filed tax returns. Prepare for next year’s tax filing, adding documents using the in-app scanner. Invite your CPA and work together.

Property

Manage real estate, vehicles, and valuables. Document purchase receipts and serial numbers. Receive automatic reminders for warranty expiration dates.

Passwords

Keep important master passwords safely documented. Share passwords with family members. Receive automatic reminders for aging passwords.

Insurance

Manage your family’s insurance policies with a complete view of providers, policy numbers, and related documents. Receive automatic reminders for policy expirations.

Legal

Create a single source of truth for your family’s wills, trusts, and other estate documents. Add attorneys and emergency contacts to keep your family prepared.

Business

Separate work documents like taxes, invoices, contracts, leases, and more from personal documents so that they're easy to find.

Emergency Planning

Organize, update, and share important documents, babysitter instructions, evacuation plans, and emergency equipment information.

Contacts

Build your list of important people and companies who set your household up for success — brokers, agents, CPAs, lawyers, service companies, and more.

Trusted by thousands
Trusted by thousands
Trusted by thousands
Get started

Set your customers and members up for success, today.

Get started

Set your customers and members up for success, today.

Get started

Set your customers and members up for success, today.