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About Entrustody

Entrustody is a digital-first custodial platform based in Auburndale, MA, with an additional office in Boston, MA. The company aims to empower financial advisors and their clients by providing a modern ecosystem that liberates Registered Investment Advisors (RIAs) from traditional custodial systems. The platform offers a variety of services designed to enhance the efficiency and transparency of financial advisory practices. Key features include a Digital Assistant powered by AI and Machine Learning, which helps advisors with tasks like client search and portfolio anomaly detection. Entrustody also provides seamless integrations with various technologies, data storage and validation services, and emphasizes fee transparency to align advisors with their clients. The company targets high-net-worth and affluent clients, focusing on improving digital capabilities in wealth management.

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