Contact sales@protrustee.com to learn more! ProTrustee was created to help trustees fulfill their fiduciary duties, better serve their clients, and achieve optimal business outcomes. Through years of hands-on experience managing trusts, our founding team identified the need for a modern platform to help trust administrators solve daily pain points and increase their efficiency. ProTrustee is the result of this combined experience and inspiration. With a focus on compliance, collaboration, and productivity, ProTrustee has been thoughtfully built from the ground up with the goal of bringing a totally fresh approach to the technology landscape for trust administration.
| Website | https://www.protrustee.com |
| Employees | 9 (6 on RocketReach) |
| Founded | 2022 |
| Address | 466 King St Suite 200, Charleston, South Carolina 29403, US |
| Industry | Information Technology and Services |
| Keywords | Family Office, Trust Administration, Fiduciary Services, Estate Planning, Trustee Support, Wealth Management, Trust Services, Estate Administration, Fiduciary Consulting, Trust Accounting, Beneficiary Services, Estate Settlement, Probate Services, Fiduciary Management, Retirement Planning, Financial Planning, Investment Management, Legal Services, Tax Planning |
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ProTrustee Questions
J. Whittington is the Founder, CEO of ProTrustee.
6 people are employed at ProTrustee.
ProTrustee is based in Charleston, South Carolina.
Top ProTrustee Employees
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J. Whittington
Founder, CEO at ProTrustee
Charleston, SC, US12 -
Jivko Ivanov
Principal Software Engineer at ProTrustee
South Carolina, United States2 -
Chelsea Dishon
Customer Success Manager at ProTrustee
Charleston, SC, US22 -
Andrew Heinlein
Senior Software Engineer at ProTrustee
Charleston, SC, US11 -
Aidan Nuzum-Clark
Software Engineer at ProTrustee
Charleston, SC, US1
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