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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Kingdom Trust stands out as a prominent independent custodian that offers innovative custody and escrow services tailored for both individual and institutional investors. Its clientele comprises Self-Directed IRA and Solo 401(k) participants, single-member LLCs, family offices, investment advisors, advisory firms, broker-dealers, private equity funds, sponsors, and various investment platforms, whether domestic or international. The company's institutional pooled investment vehicle (PIV) custody service presents a bespoke solution catered to private equity, private debt, digital assets, venture capital, and fund of funds. Additionally, Kingdom Trust specializes in custodial services for qualified taxable accounts and separately-managed accounts (SMAs), as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans, thereby assisting clients in fulfilling SEC regulatory obligations. Through this comprehensive custody framework, the firm also opens the door to investments in alternative assets such as digital currencies, real estate, precious metals, and private equity. By offering these diverse investment opportunities, Kingdom Trust enriches its clients' portfolios while ensuring compliance with industry standards.

Description

money.net serves as a comprehensive, web-based platform designed for self-directed investors, providing essential market data and investment tools, as well as a robust financial infrastructure tailored for fintech companies and financial institutions. Individual investors can access real-time market quotes, create personalized watchlists, filter through various securities, and leverage interactive charts, technical analysis tools, news updates, and portfolio management features. For business clients, the platform allows for the integration of customized market data and investment experiences into their own services. The offerings for businesses encompass brokerage-as-a-service, account setup, trading operations, fund transfers, detailed reporting, compliance solutions, and access to financial data via REST and WebSocket APIs. money.net targets fintech platforms, registered investment advisers, banks, broker-dealers, wealth management firms, and other organizations that aim to enhance their clients' investment experiences or provide financial data. While the consumer platform is fully web-based, the business solutions can be tailored to meet the needs of institutional clients, ensuring a versatile approach to market engagement. This flexibility enables a wide range of institutions to efficiently meet their customers' investment and data needs.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Crypto Backoffice Yes 
HedgeGuard Crypto Yes 
Microsoft Excel No 

Integrations

Crypto Backoffice No 
HedgeGuard Crypto No 
Microsoft Excel Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Kingdom Trust

Founded

2010

Country

United States

Website

www.kingdomtrust.com

Vendor Details

Company Name

money.net

Country

United States

Website

www.money.net

Product Features

Product Features

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