About the platform

About TrustPilot

TrustPilot is an AI financial decision copilot for advisors, wealth firms, banks, insurers, and credit unions. It turns client context into concise briefings, understandable scenarios, and useful follow-ups while keeping a qualified professional in control.

Our mission is to close the gap between financial institutions’ need for greater efficiency and clients’ need for trusted human guidance. We build AI around the advisor relationship—not in place of it.

Bring us your advisor workflow.

See how TrustPilot can help your team prepare, explain, and follow up faster.