Banking reimagined for the modern world
Trust Financial HoldX is a US-based retirement and investment platform committed to making saving for retirement simple, transparent, and accessible for every professional.
Built in Boston. Trusted nationwide.
Founded in 2020 and headquartered in Boston, Trust Financial HoldX was born out of a simple belief: that retirement planning should work for the people saving, not the institutions managing it. We set out to build a platform with no hidden fees, no confusing paperwork, and no guessing where your money stands.
Today, more than 500,000 professionals across the country trust Trust Financial HoldX to manage their 401(k), IRA, and everyday banking accounts, with clear contribution tracking and a claims process you can follow every step of the way.
We are a member FDIC institution, with a passionate team of over 400 people working to make every interaction with your retirement feel effortless. From our headquarters in Boston, we build, iterate, and improve every day.
What we stand for
Transparent
No hidden fees. Ever. We tell you exactly what you're paying and why, so you always know where your money is going.
Innovative
We use the latest technology to build the features you actually need, not just features that look good on a press release.
Inclusive
Banking for everyone, no matter your background, nationality, or income. Finance should never feel exclusive.
The team behind Trust Financial HoldX
Alexandra Chen
Chief Executive Officer
Marcus Okafor
Chief Financial Officer
Priya Sharma
Chief Technology Officer
Ready to join us?
Open a Trust Financial HoldX account in minutes and experience banking the way it should be.