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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.
Crosspoint Capital Partners is a private equity investment firm focused on the cybersecurity, privacy and infrastructure software markets.
Roundtable Investment Partners is a New York, NY-based company in the Financial Services sector.
Westamerica Bancorporation is a bank holding company that provides a range of banking services to individual and corporate customers in Northern and Central California, through its subsidiary, Westamerica Bank (the Bank).
Vertex Holdings is a Singapore-based venture capital investment holding company and is the anchor investor in a global network of venture capital funds.