Fundraising FoxNew Direction Trust Company FBO Various Custodial Accounts
Institutional investorLouisville · Seed · 3 people tracked
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Investment thesis
New Direction Trust Company serves as a custodian and administrator for self-directed retirement accounts, empowering individual investors to diversify beyond traditional stocks and bonds into alternative assets. The firm emphasizes investor control, flexibility, education, and digital tools that make managing a self-directed portfolio straightforward. It positions itself as a client-focused, cost-effective provider supporting investments in real estate, private equity, private lending, precious metals, and more. Rather than directing investors into predefined products, the company supports the account holder's own investment ideas while handling custody and administration.
Source: firm website, verified Oct 5, 2026.
Team · 3 people
from the firm's websiteCo-founder and CFO of New Direction Trust Company and a Certified Public Accountant. He co-founded the company with Catherine Wynne and focuses on investor education and tax strategy around self-directed IRAs.
Co-founder and President of New Direction Trust Company, which she launched with Bill Humphrey in the early 2000s. She advocates for women's financial empowerment and focuses on giving individual investors greater control over their retirement funds.
CEO of New Direction Trust Company since 2022, previously the company's Chief of Staff for four years. He has over 20 years of experience across finance, technology, and user experience, including nearly a decade at Scottrade shaping digital strategy and product development.
What they invest in
from 1 of 1 portfolio companiesAI & Machine Learning ×1Enterprise Software ×1HR Tech ×1SaaS ×1
HQs:United States×1
Investments · 1 tracked
founders shown can be your intro path
Humanly builds conversational AI and automated interviewing technology for high-volume hiring, helping organizations qualify candidates and conduct structured interviews at scale.
AI & Machine LearningEnterprise SoftwareHR TechSaaSSeattle, US
Andrew Gardner(Founder)inPrem Kumar(Founder)inBryan Leptich(Founder)inJason Silver(Vice President, Partner Talent Strategy)Liza Phongsavath(Recruiting Partner)Monique Mendoza(Recruiting Lead)
Co-investorsAlumni VenturesBranded Strategic HospitalityChaos VenturesConvergeDrive CapitalFirst Row Partners+14 more
Portfolio news
latest coverage across their companiesHumanly · bizjournals.com · May 27, 2025
Frequently asked questions
- What stage does New Direction Trust Company FBO Various Custodial Accounts invest at?
- New Direction Trust Company FBO Various Custodial Accounts invests at the Seed stage.
- What sectors does New Direction Trust Company FBO Various Custodial Accounts focus on?
- New Direction Trust Company FBO Various Custodial Accounts focuses on Enterprise Software.
- Where is New Direction Trust Company FBO Various Custodial Accounts located?
- New Direction Trust Company FBO Various Custodial Accounts is headquartered in Louisville, US.
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