Trustworthy

Trustworthy runs the Family Operating System, a secure online vault where households store and organize documents and personal records. It sells directly to families and also offers a portal for wealth advisors, family offices, estate attorneys, accountants, insurance brokers and other professionals who help families manage their affairs.

The software ingests files that a user uploads, scans or forwards from a linked Gmail account, then sorts them and extracts key details such as passport, insurance and estate information. It sets reminders for renewals and other deadlines, and an AI assistant answers questions about what is stored. Files sit in an encrypted vault protected by AES-256 encryption and multi-factor authentication, and the account owner controls who can see each item through role-based permissions, read-only access and legacy access for heirs. Through the advisor portal, a firm can collect client documents without email attachments and work from a shared record, and it can buy memberships for clients. Mobile apps are available for iOS and Android.

Trustworthy is based in San Francisco and was established in 2020; Nathaniel Robinson is founder and chief executive. Consumer plans range from a free tier to paid tiers billed annually. The advisor portal costs $10 per client on an annual subscription billed monthly, with a 30-day free trial.