Access Trust Funds. All Online.

Now, anyone can build community and generational wealth by joining or creating a trust fund.

 

Go Beyond Banking with Trust Accounts

 

Trust accounts go beyond traditional bank accounts and cryptocurrency wallets. With a trust account, you can protect and direct a range of assets, including cash, property, IP and cryptocurrencies, both individually and as a group.

We believe that the future of finance is collective — that’s why we make it possible to grow wealth together.

Our Network & Partners

 

How It Works

 

1

Set Your Goals

Sign up to create your personal account and set your financial goals and preferences.

2

Join or Create

Explore trusts to join or create your own. We walk you through the process step by step.

3

Guide Decisions

Have complete transparency and discretion over how and where you save, invest, and give.

 
 

Trusts aren’t just for the wealthy.

Trust funds are the most powerful wealth management tool used by the millionaire and billionaire class to protect and grow their money. We make it easy and affordable for anyone to access the benefits of a trust fund.

 

All in One Account

Cash, property, IP and even cryptocurrencies, all held and protected in one account.

 

Tax Advantages

Benefit from extraordinary tax advantages when you hold and grow your assets in trust.

Wealth Management

See, manage and grow you wealth with dedicated wealth management technology.

 

Privacy Benefits

Enjoy unprecedented privacy protection of your assets and any related data about your trust.

 

98% of American’s don’t have a trust fund.

Source: Institute for Policy Studies & FederalReserve.gov 

Trust Funds for Business

Serve’s offers a range of applications for trust accounts including: Land Trusts, Data Trusts, Startup, Education and Healthcare Trusts. For inquiries and partnerships on how to create a trust for your organization, please reach out.

 
 
 

Case Study

For more about how trust funds can further your business’s purpose, read about how Firebrand Artisan Bread Company created an employee and community ownership trust in Oakland, California.

 
 

  • Firebrand’s mission is to provide quality employment to formerly incarcerated and unhoused people.

    In 2019, Firebrand's founder, Matt started looking for growth capital partners to launch a line of packaged goods and struggled to find investors who shared his vision. He found that most venture capitalist and private equity investors were interested in quickly scaling and selling the business to the highest bidder. But Matt didn’t want to sell.

  • Instead, Matt wanted a structure that would enable the business to grow, stay independent, and integrate its mission into an inclusive governance form and financing structure.

    In 2020, Firebrand decided to transition a large portion of its ownership to a Purpose Trust to legally secure its community benefit programs and inclusive governance structure, while bringing on values-aligned investors.

  • Firebrand crafted an investment structure for its $2.5m equity raise, enabling the company to sustainably grow while providing investor returns and sharing wealth with the community. All without needing to sell.

    The deal structure also ensures that employees and community organizations dedicated to supporting the formerly incarcerated and unhoused in Oakland have a voice in the stewardship of the company and financially participate in the company’s growth.