Entrustody - Crunchbase Company Profile & Funding

Overview

Entrustody

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Entrustody

CB Rank

350040

Entrustody helps investors and firms by offering asset management, financial system solutions, and advisory services.

Founded

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Private

Newton, Massachusetts, United States

1-10

entrustody.com

Advice

Asset Management

Financial Services

Key People

Patrick Moeller: Founder / CEO
Brian Kutmas: Senior Vice President of Product & Technology

Details

Operating Status

Active

Company Type

For Profit

Founders

Patrick Moeller

Contact Email

team@entrustody.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Growth Insight

Products & Services

VEA Digital Assistant

A digital assistant using natural language processing and AI to help financial firms with client searches, portfolio anomaly detection, and task prioritization.

Entrustody Custodial Platform

A cloud-based digital custody platform providing account management, portfolio oversight, and secure financial data integration for advisors and investors.