Trustivo Unveils Digital Workplace: A Platform Dedicated to Fintech

Boston-based Trustivo announced on Friday the launch of a new platform, Digital Workplace, which is dedicated to the fintech industry.

According to Trustivo, Digital Workplace offers the following:

  • An integrated platform for both financial planning and financial counseling needs
  • A digital social network designed for financial wellness
  • The ability to meet in-person, by phone, or online with financial professionals;
  • A full online community which features blogs, forums, webinars and expert insights
  • An extensive ecosystem of financial partners and resources including student education.

While sharing details about the platform, Rad H. Pasovschi, President and CEO of Digital Workplace, stated:

“We have always believed that forward-leaning organizations are immersing themselves deeply in the opportunities presented by new digital solutions and disruptive innovations. Whereas incumbents have traditionally focused on the next shiny object by introducing bells and whistles to their wealth management offerings, Digital Workplace has focused on much of the workforce which remained unserved. As an example, not all employees are looking for the next version of online portfolio modeling software to manage wealth and investments.

 

“Some employees, such as Millennials, are simply looking to get out of college debt. Moreover, some individuals would like to meet in person with an experienced professional for personalized financial counseling. Clearly the incumbent existing workplace financial wellness services are not enough. Thus, expanding these current services as well as making them easier to use is at the core of Digital Workplace disruptive innovation.”

Pasovschi then added:

“Trustivo has paved the way for the introduction of Digital Workplace. The new company, Digital Workplace, picks up seamlessly from Trustivo by focusing exclusively on financial technology (fintech) and disruptive innovation.”



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Disclosure Quest

Reg A - Form 1-A Filings Beta

Beta. Initial Form 1-A only. Target raise is the stated Amount to be Raised, totaled. Compared with the same dates one year earlier.

YTD: Jan 1, 2026 - Nov 7, 2026 vs Jan 1, 2025 - Nov 7, 2025

Share this graph
Number of Filings134Prior 129 +3.9%
Target Raise, Total$3.45BPrior $3.59B -3.8%
This YTDYear priorChange
Filings 134 129 +3.9%
Target raise $3.45B $3.59B -3.8%

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Source: DisclosureQuest. Initial Form 1-A only.

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This display counts initial Form 1-A filings only. It does not represent subsequent filings, including Form 1-A/A amendments or Form 1-A POS post-qualification updates filed by the issuer. Amounts are the stated Amount to be Raised on the initial filing, not capital raised and not amounts revised in later filings.

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