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What is Kingdom Trust?

Kingdom Trust is recognized as a leading independent custodian that provides cutting-edge custody and escrow services specifically designed for individual and institutional investors alike. Their diverse clientele includes participants of Self-Directed IRAs and Solo 401(k)s, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and a range of investment platforms both domestically and internationally. The firm's institutional pooled investment vehicle (PIV) custody service offers a customized solution that caters to various sectors, including private equity, private debt, digital assets, venture capital, and fund of funds. Furthermore, Kingdom Trust excels in providing custodial services for qualified taxable accounts and separately-managed accounts (SMAs), along with services for government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, assisting clients in meeting SEC regulatory requirements. This extensive custody framework not only facilitates compliance but also paves the way for investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By presenting these varied investment avenues, Kingdom Trust enhances the portfolios of its clients while maintaining rigorous adherence to industry standards. Ultimately, the firm's commitment to innovation and compliance positions it as a trusted partner in the evolving landscape of investment services.

What is Firmsy?

Explore how any small legal practice can develop a customized and all-encompassing legal solution that seamlessly integrates with their website. With a significant 70% of people now preferring online services, there has been a notable shift towards a digital-first approach when individuals look for legal help. To meet client expectations, adopt emerging technologies, and promote growth that is both scalable and sustainable, small law firm owners must expedite their digital transformation strategies. Join a network of law firm owners who have transformed their service offerings and delivery methods, enjoying an improved business model that facilitates rapid growth and boosts revenue and profits. By digitizing the intellectual property of your firm, you can deliver innovative legal solutions through online platforms, reaping multiple advantages. Not only will you attract a broader client base with greater efficiency, but you will also be able to manage an unlimited number of client cases while streamlining operational processes. In addition, you can create endless passive income streams and reduce the likelihood of human error, thereby positioning your firm for enduring success in a competitive market. Embracing these digital advancements will not only enhance your service delivery but also solidify your firm's reputation as a modern and reliable legal resource.

Media

Media

Integrations Supported

HedgeGuard Crypto

Integrations Supported

HedgeGuard Crypto

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Kingdom Trust

Date Founded

2010

Company Location

United States

Company Website

www.kingdomtrust.com

Company Facts

Organization Name

Firmsy

Company Location

New Zealand

Company Website

firmsy.com

Categories and Features

Categories and Features

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