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Your 24/7 eyes and ears quietly monitoring for risks and red flags
Why?
We continuously monitor advisors and the firms they work for, relying on proprietary data to keep you informed and protected. Because advisors change, incentives shift, and risks evolve, we make sure you know what matters most, what to watch, what to question, and when to act so your financial future stays secure.
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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