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

More than a software provider.

We're a true partner. Our clients consistently tell us that our ability to relate to their needs, anticipate roadblocks, and collaborate with flexibility makes all the difference. From onboarding to continuous support, we're here to solve problems — and help you stay ahead of them.

01

Built for the work, not around it.

Trust administration has its own logic — principal and income, fiduciary duty, audit-grade records. We start from that reality instead of bolting it onto generic accounting software.

02

Real partnership, not a portal.

Our clients tell us the difference is how we work alongside them — anticipating roadblocks, collaborating with flexibility, treating their success as ours.

03

Built in the open with our clients.

We ship features alongside the firms actually using them. The roadmap belongs to the practitioners, not the product team.

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.

Request a Demo