ABOUT TRUSTCARD

Shaping the Future of 

Wealth Management

our story

Driven by a team with profound expertise in technology and finance, TrustCard is dedicated to providing unmatched financial flexibility for individuals of means.



We aim to empower the TrustCard Community to navigate the complexities
of wealth confidently and effortlessly. Our secure, white-label platform enables their wealth managers to offer the opportunities they seek.

Our Founders
CEO & Co-Founder
Edmond Wong
Edmond Wong is a visionary tech entrepreneur and the driving force behind TrustCard. His expertise in identifying market opportunities and scaling businesses is unparalleled. With a track record of leading high-growth companies to success, he has a history of turning innovative ideas into profitable realities. Edmond’s previous roles include strategic leadership at VHA Corp. and advisory positions in various tech startups, showcasing his ability to blend technology and customer-centric strategies effectively.
director & Co-Founder
Dan Wheeler
Dan Wheeler, a seasoned financial regulatory expert and co-founder of TrustCard, brings over two decades of experience in designing disruptive FinTech products. As the CEO of Sunstone Trust Company and a former partner at a leading law firm, Dan’s expertise lies in navigating the complex intersections of finance, technology, and regulation. His strategic vision and legal acumen have been instrumental in propelling numerous FinTech clients to unicorn status, demonstrating his ability to innovate and lead in the rapidly evolving financial landscape.

FAQs

Frequently
Asked

01
Who does TrustCard partner with?

We partner with High-End RIAs, Venture Capital Funds, Real Estate Investment Funds, Art Investment Funds, Other Alternative Investment Funds, Family Offices, and Trusts.

02
What information do you need from me to be a partner?

We’ll need some basic information to get started: your name, company name, type of company, phone, email, your company location. We’ll need a little more detailed information if we move forward with a partnership: your full business address, your company EIN/TIN, beneficial owners, legal entity documentation, etc.

03
How do my clients sign up for their TrustCard?

Your referred clients will receive a branded invitation with information about TrustCard, giving them the choice to create their account online or through our mobile app. Once your client has successfully created their account, they’ll be able to download the mobile app to complete their account setup.

04
How do I explain TrustCard to my clients?

Leave it to us! We will provide you with all the marketing tools and resources you need to explain who TrustCard is and how your clients can benefit from our services.

05
How do I get help getting started?

Please contact Sales Support for assistance using any of the following channels:

Email: sales@usetrustcard.com
Phone: 1 (888) 836-0878

01
How do I join the waitlist?

TrustCard doesn’t have a waitlist. TrustCard is facilitated through RIAs or Alternative Investment Fund Managers who are TrustCard partners. Please request an invitation to begin the qualification and onboarding process.

02
How quickly after I’m approved can I use the card?

You can begin using your virtual card as soon as your TrustCard account is approved. Your physical card will be mailed to you and typically arrives within 1 week. Delays sometimes occur, so please allow up to 2 weeks for your physical card to arrive.

03
What kind of card does TrustCard offer?

TrustCard offers a Mastercard credit card, which can be used anywhere Mastercard is accepted for purchases. This includes online, in-store and through your mobile wallet.

04
Who can apply for TrustCard?

If you have received an invite from your RIA or Alternative Investment Fund Manager and are a U.S. resident over the age of 18 with a Social Security number or ITIN, you are welcome to apply for a TrustCard account.

05
What information do I need to provide in order to complete my application?

We need the typical information required to apply for  credit, which includes your name, address, phone number, email, SSN/ITIN, and date of birth. If you don’t have a SSN/ITIN, then we will require alternative forms of identification such as your Passport.In some cases, we may also ask for documentation to confirm your identity, but only when it is completely necessary.All applications must be facilitated through RIAs or Alternative Investment Fund Managers who are TrustCard partners. Your investment advisor may apply for partnership here.