Wealth Advisors Trust Company

Wealth Advisors Trust Company is a custom software development company. An advisor friendly trust company created by advisors for advisors. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Wealth Advisors Trust Company is based in Rapid City, South Dakota and founded in 2009. You can read more at wealthadvisorstrust.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Get the renewal terms in writing before the first invoice.

If you have worked with Wealth Advisors Trust Company, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.