Holmdel-based fintech Hope Trust is partnering with Chicago-based BMO Harris Bank, which will sponsor 20 Hope Trust clients with one-year licenses of Hope Trust’s planning service and administration platform for clients with special needs and their families.
The platform enables users to develop a personalized special needs care plan that can be accessed and managed by family members, friends and care professionals.
“The Hope Trust platform was created to address the unique and ever-changing requirements of loved ones with special needs and offers the holistic planning solution that has been sought by many such families,” said Daria Placitella, co-founder and chief executive officer of Hope Trust, in a prepared statement. “Our partnership with BMO, and their willingness to provide our services to their clients at no cost, demonstrates their dedication to this often-overlooked community. We look forward to serving both their current and prospective clients.”
BMO and Hope Trust will host a free webinar on May 6 to highlight considerations when planning for the future of dependents with special needs. Hope Trust participated in BMO Harris Bank’s and 1871’s fintech industry program for women-founded startups, WMN•FINtech last year, and Chief Operating Officer Joshua Fishkind was recently honored by NJBIZ as a Digi-Tech Innovator honoree.