About ProTrustee

Built by trust professionals,
for trust professionals.

ProTrustee was founded to modernize trust administration and accounting for the next generation. We help trust professionals do their best work more efficiently, more transparently, and with less risk.

Our Approach

Built for trust professionals, backed by experts.

At ProTrustee, we believe great technology starts with deep understanding. Our approach blends industry expertise, responsive support, and a commitment to continuous innovation.

01

Domain expertise

We’ve lived your challenges. Our team combines decades of trust administration experience with a proven record of building secure, scalable platforms. That’s why ProTrustee feels intuitive from day one. It’s built around the workflows, terminology, and realities trust professionals navigate every day.

02

Human-centered support

Technology should come with a team. From onboarding to customization, we work side by side with your firm to ensure a perfect fit. Expect real people, fast answers, and solutions that actually solve problems.

03

Continuous innovation

We’re building for the future, actively investing in a forward-looking roadmap that includes AI-powered tools designed specifically for fiduciary teams. Innovation isn’t a buzzword here, it’s a core part of how we help you stay ahead.

04

Security at every layer

Trust demands security. ProTrustee is designed with rigorous security standards, including encryption, access controls, and regular audits, ensuring your firm’s data and your clients’ trust are always protected.

Leadership

The team behind the platform.

Brandon Whittington

Brandon Whittington

Founder & CEO

Brandon brings over a decade of hands-on experience as a trust officer at U.S. Trust and Truist Wealth. He holds the Accredited Trust Fiduciary Advisor (ATFA), Certified Financial Planner® (CFP®), and Chartered Alternative Investment Analyst (CAIA) designations, along with a master’s degree in Trust & Wealth Management. A North Carolina native, Brandon founded ProTrustee to tackle the very challenges he encountered in the field.

ATFA CFP® CAIA M.S. Trust & Wealth Management
Will Deupree

Will Deupree

Co-Founder & CTO

Will is a veteran technology leader with over 25 years of experience designing and scaling secure software platforms. As the former founder and CEO of Preclose and Chief Technologist at Booz Allen Hamilton, he brings a rare blend of deep technical expertise and a passion for simplifying complex workflows through thoughtful product design.

MBA B.A. Computer Science & Applied Mathematics
Meeting Street Capital
Backed by

Meeting Street Capital

ProTrustee is proudly backed by Meeting Street Capital, an early investor in and long-term capital provider to SaaS leaders like DealCloud and DebtBook.

Get in touch

We'd love to hear from you.

Questions, partnership ideas, or just want to chat about trust administration? Our team is based in Mount Pleasant, SC.

320 Wingo WaySuite 200, Office #6Mount Pleasant, SC 29464
sales@protrustee.com
(336) 413-3559

Ready to see ProTrustee
in your practice?

We'll walk you through the platform with your specific use case in mind.

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