Securities-Backed Liquidity Solutions

Empowering High Net
Worth Lifestyles

Join Waitlist
Adaptive learning
Evolves with use, offering increasingly relevant content.
Plus Icon
Learn more
Multilingual capabilities
Supports various languages for global reach and engagement.
Plus Icon
Learn more
Customizable styles
Mimics different writing styles to suit your needs.
Plus Icon
Learn more

WHY TRUSTCARD

TrustCard goes beyond wealth management. We empower a higher standard of living today while securing legacies for tomorrow.

What TrustCard Offers

Card Icon
Frictionless Liquidity
Unlock diverse asset funds, giving High Net Worth investors flexibility without selling investments.
Check icon
Financial Flexibility
Quickly access liquidity for a range of uses, whether you’re meeting a large financial obligation or seizing an investment opportunity.
Raising icon
Cost Effective
There are no set-up fees and only the funds you use will incur interest charges, which are often lower than other financing options.
Textured background

TrustCard for Registered
Investment Advisors

Elevate Your RIA
Advisory
with TrustCard

Blue direction icon
Learn More About TrustCard for RIAs
White-Label Securities-Backed Liquidity Solution
TrustCard enables RIAs to offer their clients immediate liquidity against their securities portfolios, including alternative investment funds. This can be a significant differentiator for RIAs, allowing them to cater to clients who need quick access to funds without liquidating their investments.
Brand Enhancement /
Client Retention
By providing unique financial solutions like liquidity options and its own branded credit card, RIAs can increase client satisfaction and loyalty. This can lead to higher retention rates, as clients appreciate the comprehensive and tailored services that meet their financial needs.
Boost Your Revenue
Boost your revenue by increasing your Assets Under Management. With TrustCard, clients access liquidity without the need to sell assets, leaving you more to manage and grow.
"TrustCard's securities-backed lending is pivotal for us, enabling clients to access liquidity without liquidating assets, thus preserving and enhancing our AUM. It also allows them to stay invested, continuing to earn returns for their future, while avoiding tax liabilities from capital gains, which further solidifies our client relationships and market standing.”
David Reynolds
CIO at Affinity Wealth Partners
Request TrustCard Now
Blue direction icon
Data-driven insights
Leverages data for targeted, effective and scalable content generation.
Plus icon
“TrustCard has revolutionized how we serve our HNW clients, offering unparalleled liquidity solutions that truly set us apart.”
Jean Doh
Founder @ Company
textured background

TrustCard for Alternative
Investment Funds

Differentiate and Grow
Your ALT Fund with TrustCard’s Liquidity
Platform

Blue direction icon
Learn More About TrustCard for ALTs
Enhanced Liquidity
TrustCard provides immediate liquidity to investors in alternative investment funds, which are typically characterized by long lock-up periods. This allows investors to access their capital when needed, without waiting for the fund’s maturity or next redemption period.
Increased Investor Confidence
Knowing that they can access their funds through TrustCard’s liquidity solutions, investors may feel more confident and secure in committing significant capital to ALT funds, thus enhancing the fund’s ability to raise capital.
Risk Management
By offering liquidity, TrustCard helps investors manage their risk more effectively. Investors can diversify their portfolios and reduce concentration risk without being constrained by the illiquidity of their alternative investments.
Explore TrustCard: 

Read our FAQ
Blue direction icon
"The branded credit card we offer through TrustCard has not only elevated our service with bespoke access and experiences for our clients but has also significantly boosted our brand awareness. This distinctive offering keeps us top of mind, setting us apart in a competitive wealth management landscape."
Stephanie Martin
Partner at Coastal Elite Advisors
Financial Flexibility and
Liquidity
With TrustCard, HNWIs can easily access liquidity against their investment portfolios (including alternative investments), allowing them to manage large expenses or investment opportunities without needing to sell assets, ensuring financial flexibility.
Exclusive Access and
Experiences
TrustCard offers HNWIs unique access to exclusive events, luxury experiences, and private gatherings, aligning with their lifestyle and preferences for exclusivity and high-end living.
Tax Efficiency
By leveraging TrustCard’s liquidity solutions, HNWIs can access the necessary funds without having to liquidate their investments, which trigger capital gains taxes, allowing them to maintain their investment positions and potentially defer or reduce tax liabilities.
Data-driven insights
Leverages data for targeted, effective and scalable content generation.
Plus icon
“TrustCard has revolutionized how we serve our HNW clients, offering unparalleled liquidity solutions that truly set us apart.”
Jean Doh
Founder @ Company
Empowering Wealth Today, Securing Futures Tomorrow.
About us
Registered Investment Advisors
Alternative Investment Funds
High-Net-Worth Individuals
Sign in
Join Waitlist
Articles
Terms and ConditionsPrivacy Policy