Estateably
Ari Brojde has a diverse work experience that spans over several years. Ari is the Founder and CEO of Estateably, a platform that enables trust and estate professionals to digitize their practices. Through modern technologies, Estateably offers an automated and compliant solution, increasing staff capacity and collaboration between stakeholders while reducing manual documentation requirements.
Prior to founding Estateably, Ari was the Founder of Onist Technologies from November 2014 to January 2018.
Ari also worked as a Private Wealth Manager at RBC Dominion Securities from March 2012 to November 2014, and at ScotiaMcLeod from January 2005 to March 2012.
Ari Brojde obtained a Bachelor of Arts (B.A.) degree in Liberal Arts and Sciences/Liberal Studies from Simon Fraser University, where they studied from 1996 to 2000. Additionally, they have acquired various certifications throughout their career, including a Certificate in Trust and Estate Administration from STEP Canada | The Society of Trust and Estate Practitioners (Canada) in June 2020. Ari also obtained a Certified Blockchain Expert certification from Blockchain Council in April 2018, along with several other certifications in blockchain technology and finance from different institutions such as ChainDigit - Blockchain Solutions, The Linux Foundation, Canadian Securities Institute (CSI), and CIO Association of Canada.
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Estateably
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Estateably is an estate settlement platform that allows financial professionals to dramatically expedite the estate settlement process through the digitization of paper based processes while maintaining regulatory compliance.Across Canada, the process of settling an estate (from death to distribution of assets) takes on average four years. Manyfactors contribute to this inefficient process that has remained largely unchanged in over 20 years. A lack of digitization and software tools are available to trust companies, who are hired on behalf of a family to execute the will and estate. According to corporate executors, the largest inefficiencies stem from a lack of communication regarding the status of the estate, onboarding new agents, and delays with government agencies, among others.This is compounded by creating a complex business network of banks, executors, lawyers, accountants, governments and beneficiaries coming together to settle an estate. Furthermore, there is an inherent lack of trust among each party as they can be individually held legally liable for any error committed throughout the process.We have seen that across north America there is a growing demand for estate services while the continent prepares for the largest transfer of wealth in history. In fact, it is projected that in Canada alone, $750 billion dollars will be inherited over the next decade, [1] a majority of which will demand the services of corporate agents. As it stands, trust companies are not able to keep up with internal demand for settlement services, let alone market their services to a large growing market.Estateably aims to solve the inefficiencies of the estate settlement process by providing a workflow tool to trust companies to digitize their process, automating time-consuming tasks. The platform will leverage distributed ledger technology to create a bridge between financial institutions and appropriate government agencies.