24/7 Risk Monitoring

Trusted Wealth monitors the safetysoundness, and quality of financial advisors, banks, and credit unions. Developed at Stanford University.

Know First, Act Faster

When it comes to your money, every second counts.

  • Industry compliance problems

  • Reports of account errors

  • Website uptime and performance information

  • Reports of targeted cyber threats or attacks

  • Management or key employee departures

  • Reports of financial difficulties

  • Criminal investigations launched

  • Customer complaint volume and details 

  • Ownership changes

  • Changes to key product features and fees

  • Reports of poor performance vs industry benchmarks

  • Confusion related to fake news and disinformation

  • Reports of fines paid

  • Plus much more


Our AI platform detects the earliest signals of emerging risks and problems.

Industry Leading Technology



Our 24/7 monitoring engine scans for risks and warning signs that are easy to overlook



We leverage insights from our expert panel to stay at the forefront of industry threats



Our technology is fueled by powerful analytics and artificial intelligence capabilities.

Mobile Alerts

Every second counts. We provide 24/7 text message and email alerts.

24/7 Risk Monitoring

Accounting professional pricing plans