Build your company file once
and share it when asked
Trustform Business Wallet keeps your company’s identity, ownership and documents in one place. Answer a bank, buyer, investor or lawyer from what is already saved, and get notified when a request or a signature needs you.
Free to create. For founders, sole traders and small businesses.
Managing companies for clients?
See the Compliance Platform
Backed by and working with
Problem
Every new request starts from zero. Banks, buyers and investors each bring their own list, and the papers live in old emails and shared folders.
How it works
Four steps, and only the first takes any effort.
Add what you have
Upload what you have. Guided onboarding reads each document as you add it and fills in the details, or you can talk it through in a chat.
Features
What is inside the wallet
Built for the paperwork around a company, from the first upload to the hundredth request.
One file for every person and company
A business profile, plus personal and managed profiles, including for minors.
Your whole team, on any device
Give each person the access their role needs.
Check credentials and approve payments
Prove it is valid without handing over the file.
Question
Our view of how these tools usually work. Details vary by product.
Benefits
Ready for every request, shared only when you approve
Trustform keeps your file and prepares what you share. It does not advise, it does not file, and the bank or investor always decides what it accepts.
One ready file
Build it once and answer every bank, investor or partner from it.
Always in the loop
Notifications for credentials, requests and signing keep the next request moving.
Your sign-off
Nothing is shared until you approve it, and you can follow each request by status.
Private checks
A QR check proves a credential is valid without revealing what is inside.
Other products
More services that use your file
Add them when you need them. Each one works from the same company file.
Coming soon
A public page for your business, at a permanent link anyone can open without signing in. A paid service.
Digital Certification
Coming soon
Live today
Compliance Platform
Common questions
No. A shared folder stores files well, and you can keep using one. The wallet also holds your identity and ownership, shows what each request asks for and what is missing, notifies you about credentials, requests and signing, and shows the status of each request.
An assistant is good at reading a document and drafting a reply, and you can keep using one. It works from what you give it each time. The wallet keeps your company file in one place and tracks what is missing, what is waiting for your signature and what you sent.
No. It is built to EU digital identity protocols and credential formats, but it is not a certified EU wallet.
That is always their decision. Trustform keeps your file complete and current and makes it easy to share, but it cannot promise that any party will approve. If you need to, you can still generate the usual PDF or documents and send them by email.
Requests reach you by email, and you accept or decline them and answer from the wallet, using saved information or by adding what is missing. Profile sharing also runs through supported Trustform and Investors Europe integrations.
No. The wallet holds who your business is: identity, ownership, authority to sign and the documents behind them. It is not a place for investor performance data, and what you share is always your call.
Only the people and parties you share them with. Each request shows its status and nothing is released until you sign off. Coworkers you invite see what their role allows.
No. Trustform does not give advice and does not file anything with a registry or authority. It produces documents and keeps records.
Verification requirements can differ by organisation, and verified information is clearly marked.
No. It identifies potential key people from direct, intermediate and ultimate ownership, voting and control, special rights and relevant roles in trusts and foundations, and shows them as badges in the ownership structure. The final beneficial-owner determination stays with the compliance officer.
Trustform connects to bank and broker client portals for payment and request workflows, signing and status updates; which request types are enabled depends on the organisation. Investors Europe is connected for individual onboarding and profile sharing, and your credentials are built on Truvity’s digital-credential infrastructure.
Yes. The native mobile app covers individual onboarding and profile details, profile-sharing requests with identity verification, and payment, request and signing workflows, with push notifications. Web screens for supported workflows are also mobile-responsive.
Creating a wallet is free. It holds your identity, ownership and documents, with guided onboarding that reads your documents as you add them. Services around it, such as the AI Steward and the public Business Centre page (both coming soon), are paid.
Firms that administer many entities use the Compliance Platform, which is live today. See the Compliance Platform.
Be ready for the next request
Paperwork is part of running a company, but waiting for it does not have to be.