


Entrustody
Financial Services • Boston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | Boston, Massachusetts, United States |
| Website | |
| NAICS | 52 |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at Entrustody
Patrick Moeller
Founder / CEO
Entrustody Email Formats
Entrustody uses 1 email format. The most common is {first initial} (e.g., j@entrustody.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@entrustody.com | 100% |
About Entrustody
Entrustody represents freedom. We are a digital-first custodian and technology company driven by a simple mission: liberating RIAs from traditional legacy custodians. Our platform is built on next-generation technology—unencumbered by technical debt—freeing us to reduce friction, empower our users to do more, and significantly reduce costs – allowing these savings to be passed down to end investors. Our modern approach to custody, technology, and customer service will delight our users and ultimately free advisors to do what they love: help their clients achieve financial freedom.
Entrustody revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Entrustody has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Entrustody has never raised funding before.
Entrustody Tech Stack
Discover the technologies and tools that power Entrustody's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Analytics
CMS
Miscellaneous
Security
Miscellaneous
JavaScript libraries
Marketing automation
Miscellaneous
Frequently asked questions
4.8
40,000 users



