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Your 24/7 eyes and ears quietly monitoring for risks and red flags
Why?
Finance and investing are incredibly complex and the decisions you make can have lasting consequences. Choosing the right financial advisor shouldn't be left to guesswork. It requires deep expertise, sound judgment, and a disciplined approach. And because markets shift, risks evolve, and firms change, ongoing due diligence is essential to protect and grow your financial future.
About us
Trusted Wealth has built a groundbreaking real-time AI platform, developed at Stanford, that continuously monitors for risks, events, and warning signs tied to your financial advisor and the firm they represent. What was once only available to corporations and billionaires is now accessible to every investor. Our system works around the clock, providing nonstop insight into the stability, conduct, and performance of the people managing your money, so you're never caught off guard.
Who we help
We partner with accounting firms who offer our service as a trusted resource to their clients. We also work with companies to provide our platform as a valuable benefit to both current and retired employees. And for those looking for direct access, we offer our service to individual investors who want greater insight and protection around their financial relationships.
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