Trustate offers expert estate administration services and tools for advisors and clients.
Location
New York City, NY, US
Founded
2020
Trustate focuses on providing expert estate administration services and tools tailored for professional advisors and their clients. Their platform enhances productivity by automating trust and estate tasks, allowing firms to streamline workflows, manage estates efficiently, and increase revenue. Trustate's solutions include a collaborative dashboard for seamless task delegation and instant accountings, helping firms solidify their reputation for excellence.
Key partners and decision-makers at Trustate are dedicated to improving estate administration through innovative technology. The firm's investment philosophy centers around leveraging automation to enhance service delivery and client satisfaction. Trustate offers unique value-add services such as pre-populated task workflows and comprehensive collaboration tools, setting it apart in the estate administration sector.
Trustate - Classification
Also Known As
Trustate Corporation
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 16 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
513210Software Publishers
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
7300Business Services
8700Engineering, Accounting, Research, Management, And Related Services
6280Services Allied With The Exchange Of Securities Or Commodities
7370Computer Programming, Data Processing, And Other Computer Related
