About Confido
We're on a mission to transform how high-trust professionals communicate with their clients, starting with wealth management and expanding across all professional services.
Our Mission
To provide high-trust service firms with secure, compliant, and intuitive communication tools that strengthen client relationships while streamlining operations.
We believe that professionals who handle sensitive client matters deserve purpose-built solutions that match the gravity of their responsibilities. No more compromises between security and usability.
Our Vision
To become the global standard for professional client communication, enabling millions of secure interactions between trusted advisors and their clients every day.
We envision a world where every professional service firm can offer their clients modern, secure communication channels without sacrificing compliance or confidentiality.
Our Core Values
These principles guide every decision we make and every line of code we write.
Security First
We believe that trust begins with uncompromising security. Every feature we build starts with data protection and privacy at its core.
Client-Centric
We design for the end user experience. Our solutions must be intuitive for clients while empowering professionals with powerful tools.
Purpose-Built
We reject one-size-fits-all solutions. Confido is specifically designed for the unique needs of high-trust professional services.
Our Journey
From vision to reality: Building the future of client communication.
Founding Vision
Two complementary founders unite with a shared vision to transform client communication in professional services.
Market Research
Extensive interviews with high-trust service firms reveal critical gaps in compliant client communication solutions.
Technical Architecture
Development of core encryption protocols and privacy-preserving AI architecture begins.
Partnership Development
Engaging with potential pilot partners to ensure product-market fit from day one.
MVP Development
Building the minimum viable product with core messaging and compliance features.
Pilot Launch
Initial pilot testing with selected wealth management firms begins.
Why Now?
The financial services industry is at a critical inflection point. Clients increasingly expect the same seamless digital experiences from their wealth managers that they receive from consumer apps. Yet professionals are stuck between non-compliant consumer tools and outdated enterprise software.
Recent regulatory actions have made it clear: using WhatsApp and similar tools for client communication is not just risky it's a liability that can cost millions in fines and irreparable damage to reputation.
Meanwhile, advances in encryption technology and privacy-preserving AI have finally made it possible to build communication tools that are both secure and delightful to use. Confido brings together these technologies to create the solution the industry has been waiting for.
The time for compromise is over. The future of client communication is here.
Ready to set a new standard?
Become a leader in modern and secure client communication with Confido.