Be Trust Fiduciaria

What Be Trust Fiduciaria does

Be Trust Fiduciaria Srl is an Italian private limited company (Srl) headquartered in Milan (Piazza Virgilio, 3) that provides fiduciary administration and wealth management services to private and institutional clients. The firm is authorized to conduct fiduciary administration by Decree of the Italian Ministry of Economic Development dated April 30, 2014, and is a member of Assofiduciaria. It operates with fully paid-in share capital of 100,000 euros and a partner-led model in which senior professionals (Partners) are required to hold at least 15 years of experience in leading Italian and international financial organizations and to invest personally in the firm's equity to ensure independence.

The firm's offerings are organized around six interconnected service modules covering diligent asset administration (Amministrare con diligenza), lifecycle wealth and succession planning (Gestire il corso della vita), corporate administration (Che impresa Fare impresa), confidential asset holding (Discrezione e Protezione), advisory support in corporate and extraordinary finance transactions (Al tuo fianco nelle decisioni), and non-profit and philanthropy administration (Pensare per gli altri). Core technologies are minimal: the firm is not a software platform but a professional services provider, complemented by a basic client portal called Il Mio PIR that enables online access to PIR (Individual Savings Plan) accounts. There are no proprietary AI/ML or data assets described in the source material.

Be Trust Fiduciaria generates revenue through professional service fees charged on fiduciary administration mandates, structured as recurring retainers or transaction-based fees negotiated with each private or institutional client. The go-to-market is sales-led and referral-driven, leveraging senior partners' professional networks rather than product-led or channel-based distribution. Client acquisition relies on direct engagement, the firm's website (betrust.it), a LinkedIn presence, and a periodic newsletter titled "Affari Privati". Geographic scope is domestic (Italy, primarily Lombardy), with no disclosed international expansion. The governance team comprises Marco Valerio Bellini (Chairman), Giuseppe Fiorica (Director and Operations Manager), Anna Carla Mangione (Board Member, Compliance and AML), Adamo Cacchione (Director), and Daniele Loro (Sole Auditor).

Name

Be Trust Fiduciaria

Legal name

Be Trust Fiduciaria Srl

Website

https://betrust.it

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Be Trust Fiduciaria Srl is an Italy-based, partner-led fiduciary services firm authorized by the Italian Ministry of Economic Development, providing wealth administration, succession planning, and corporate services to private and institutional clients from its Milan headquarters.

Ownership category

akta.pro rank

Headquarters

HQ city

Milano

HQ country

Italy

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fiduciary Administration Services: Be Trust Fiduciaria generates revenue through fees charged for fiduciary administration services. These include trust administration, asset management representation, corporate shareholding services, and advisory services for private and institutional clients. Revenue is derived from professional service fees, likely structured as recurring retainer arrangements or transaction-based fees depending on service scope.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Be Trust Fiduciaria Srl provides professional fiduciary administration services authorized by the Italian Ministry of Economic Development, administering and managing private and institutional wealth across six interconnected practice areas: asset administration and tax optimization, generational wealth transfer and succession planning, corporate entity management, confidential representation and asset holding, advisory support for extraordinary finance operations, and not-for-profit sector management. The firm delivers these services through Partner-level professionals with at least 15 years of financial industry experience.

Product overview

Be Trust Fiduciaria is a trust administration company offering a comprehensive suite of fiduciary services for private and institutional wealth management. The core offering is fiduciary administration authorized by the Italian Ministry of Economic Development. Services are organized into six interconnected modules: (1) Amministrare con diligenza for ongoing asset administration and tax optimization, (2) Gestire il corso della vita for generational wealth transfer and succession planning, (3) Che impresa Fare impresa for corporate entity management, (4) Discrezione e Protezione for confidential representation and asset holding, (5) Al tuo fianco nelle decisioni for advisory support in corporate transactions, and (6) Pensare per gli altri for not-for-profit sector management. The company also provides a client portal (Il Mio PIR) for customer access to their accounts.

Differentiator

Problem solved

Functional benefit

Products and services

• Fiduciary Administration Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AssofiduciariacoreOthersBe Trust Fiduciaria is a member of Assofiduciaria, the Italian fiduciary services association. Membership indicates compliance with industry standards and represents the primary professional association affiliation for the company. Assofiduciaria represents and supports fiduciary companies operating in Italy.

Scale indicators2 records

Recent moves4 records

Market position

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Customer concentration

• LinkedInlinkedin.com/company/be-trust-fiduciaria

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Be Trust Fiduciaria