Built for speed
so you grow faster
AGILITY WINS
It’s a fast-paced world out there. Leaders like you need business solutions that empower you to outrun the competition. We built Cheetah trust accounting and wealth management software with a promise to never let you fall behind in technology.
With Cheetah, you’ll be able to spend more time in front of clients and prospects and less time behind a computer.
That’s why growing institutions use Cheetah.
Efficiency. Profitability. Growth.
Succeed now.
Succeed in the future.
Cheetah innovates like no other company in the trust and wealth management industry. Our platform is modern, cloud-based, and capable of accommodating the next generation of investors and their on-demand, self-service lifestyle. We are the preferred provider for firms that think differently and value innovation.
Inside the trust industry’s biggest shift
The industry’s talent pipeline is shrinking just as the Great Wealth Transfer arrives. Learn how top-performing trust departments are using technology and strategic outsourcing to prepare right now.
What are you on the hunt for?
The Hunt, ’25 Client Conference
November 10-13, 2025
El Conquistador, Tucson, AZ
A business partnership bigger than software
Let us handle your day-to-day operations, so you can focus on what matters most.
Business Process Outsourcing
Mitigate the risk of employee loss, reduce operation costs, and increase profits when you partner with Business Process Outsourcing to perform daily business operations. With our Business Process Outsourcing team, you can:
- Keep your staff free and flexible to focus on your customers and grow your business.
- Invest in your business by limiting your operational costs, increasing efficiencies, and managing staff with a scalable model.
- Automate manual processes and reduce opportunities for error.
- Meet regulatory expectations by having multiple layers of backup and support.
- Mitigate risks or losses associated with employee management and turnover.
How trust providers can compete against other wealth managers for HNW clients
As legal fiduciaries, trust providers are structurally well suited to play the primary role in managing the wealth of HNW and UHNW investors. Yet many hesitate to claim it. In doing so, they surrender the most valuable part of the relationship by default.
Looking back on 2025: A year built on partnership, progress, and possibility
As the year winds down and the holiday season settles in, it feels like the right moment to pause, reflect, and say thank you. 2025
Getting to Know Danielle Rittenhouse: The Multifaceted Role of an Administrative Assistant
Cheetah’s culture is built on collaboration, flexibility, and a genuine commitment to serving clients — and few people embody that better than Danielle Rittenhouse. Now