Trucendent
PrivateLast Round
Strategic
Feb 25, 2021
Company Overview
Trucendent is a financial technology company that provides an integrated platform for estate planning, trust transfers, and wealth management services for financial advisors.
Sector
FinTech
Verticals
Wealth Management, Legal Tech, Workflow Automation
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Trucendent Comparables
Compare Trucendent with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| EncorEstate Plans | 87% | |
| NetLaw | 85% | |
| Wealth.com | 85% | |
Trucendent Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Strategic | Feb 25, 2021 |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 25, 2021
Raised a strategic round led by Envestnet.
Trucendent Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Trucendent's valuation, stock price, and market status.